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
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