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Key Loan Info Webhook Pushbacks

Update Maxwell's POS app data from Encompass app changes:

It is now possible to update fields in the Lender Hub related to Personal Information when an Agent opens and closes an app in Encompass. This will allow us to keep our system up to date when Agents make any changes in Encompass.

  • Value to Clients: Increases Lender Hub users' productivity by allowing a direct connection between Encompass and our Platform.

  • Leveraging this Feature: This feature needs to be turned on by the Implementations Team. The Clients should email us at help@himaxwellc.om. Also, Clients must set up their Encompass instance to allow the connection.

    • Note for Implementations Team: The following items are needed to turn on this feature for our clients.

      • Create a Pushback Endpoint in the Customization Hub:

        • Slug: client-name-encompass-update-answers Saga name: encompass_update_answers Security type: Signature in header Signature header: Elli-Signature Signature signing key: hd4RJkvm8sWCKSgwqV2d8NhyYFCsFxXz Activated: Yes

      • Add Encompass webhook:

        • url: url was used in the Pushback Endpoint Resource: Loan Events: Change Filters:

          • {

            "attributes": [

            "/applications/*/borrower/birthDate",

            "/applications/*/borrower/emailAddressText",

            "/applications/*/borrower/firstName",

            "/applications/*/borrower/homePhoneNumber",

            "/applications/*/borrower/lastName",

            "/applications/*/borrower/middleName",

            "/applications/*/borrower/mobilePhone",

            "/applications/*/borrower/suffixToName",

            "/applications/*/borrower/taxIdentificationIdentifier",

            "/applications/*/coborrower/birthDate",

            "/applications/*/coborrower/emailAddressText",

            "/applications/*/coborrower/firstName",

            "/applications/*/coborrower/homePhoneNumber",

            "/applications/*/coborrower/lastName",

            "/applications/*/coborrower/middleName",

            "/applications/*/coborrower/mobilePhone",

            "/applications/*/coborrower/suffixToName",

            "/applications/*/coborrower/taxIdentificationIdentifier",

            "/baseLoanAmount",

            "/loanNumber",

            "/loanProductData/gsePropertyType",

            "/mortgageType",

            "/property/city",

            "/property/county",

            "/property/loanPurposeType",

            "/property/postalCode",

            "/property/propertyUsageType",

            "/property/streetAddress",

            "/property/state",

            "/propertyEstimatedValueAmount",

            "/refinanceCashOutDeterminationType",

            "/residences/*/addressCity",

            "/residences/*/addressState",

            "/residences/*/addressStreetLine1",

            "/residences/*/addressPostalCode",

            "/residences/*/residencyType"

            ]

            }

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Last updated 12 days ago