Encompass – List Loans (Pipeline) to Excel
This bot is based in the Encompass Developer Connect API. It executes an HTTP Request “/loanPipeline/…” to the URL provided by Encompass using provided filters to automatically create a list of loans in Excel.
You can use this bot to:
- Create automatic Excel lists of loans in Encompass
- Define the quantity of days before today for the retrieval interval
- Set the Loan Fields to be retrieved, including the Loan ID which is always retrieved
This task is compatible with:
- Automate Ultimate 11.2 and higher
- Automate Plus 11.2 and higher
- Automate Desktop 11.2 and higher
Price:
Free
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