'Encompass (ICE Mortgage)',
'tasks' => array( 'create_loan' => 'Create Loan from Lead' )
);
return $actions;
}
add_filter( 'adfoin_settings_tabs', 'adfoin_encompass_settings_tab', 10, 1 );
function adfoin_encompass_settings_tab( $providers ) { $providers['encompass'] = 'Encompass'; return $providers; }
add_action( 'adfoin_settings_view', 'adfoin_encompass_settings_view', 10, 1 );
function adfoin_encompass_settings_view( $current_tab ) {
if ( $current_tab !== 'encompass' ) return;
$arguments = wp_json_encode( array(
'platform' => 'encompass',
'fields' => array(
array( 'key' => 'clientId', 'label' => __( 'Client ID', 'advanced-form-integration' ) ),
array( 'key' => 'clientSecret', 'label' => __( 'Client Secret', 'advanced-form-integration' ), 'hidden' => true ),
array( 'key' => 'instanceId', 'label' => __( 'Instance ID', 'advanced-form-integration' ) ),
array( 'key' => 'username', 'label' => __( 'Encompass Username', 'advanced-form-integration' ) ),
array( 'key' => 'password', 'label' => __( 'Encompass Password', 'advanced-form-integration' ), 'hidden' => true ),
array( 'key' => 'loanFolder', 'label' => __( 'Loan Folder', 'advanced-form-integration' ) ),
),
) );
$instructions = __( 'Encompass (ICE Mortgage Technology) requires a Client ID + Secret from Encompass Developer Connect (super admin: Account > API Key). The integration runs as a specific Encompass user — provide their credentials. Loan Folder is the folder new loans are created in (e.g. "My Pipeline").', 'advanced-form-integration' );
echo adfoin_platform_settings_template( __( 'Encompass (ICE Mortgage)', 'advanced-form-integration' ), 'encompass', $arguments, $instructions );
}
add_action( 'adfoin_action_fields', 'adfoin_encompass_action_fields' );
function adfoin_encompass_action_fields() {
?>
'firstName', 'value' => 'First Name', 'description' => '' ),
array( 'key' => 'lastName', 'value' => 'Last Name', 'description' => '' ),
array( 'key' => 'email', 'value' => 'Email', 'description' => '' ),
array( 'key' => 'phone', 'value' => 'Phone', 'description' => '' ),
array( 'key' => 'ssn', 'value' => 'SSN', 'description' => '' ),
array( 'key' => 'dob', 'value' => 'Date of Birth', 'description' => 'YYYY-MM-DD' ),
array( 'key' => 'street', 'value' => 'Property Street', 'description' => '' ),
array( 'key' => 'city', 'value' => 'Property City', 'description' => '' ),
array( 'key' => 'state', 'value' => 'Property State', 'description' => '' ),
array( 'key' => 'zip', 'value' => 'Property Zip', 'description' => '' ),
array( 'key' => 'loanAmount', 'value' => 'Loan Amount','description' => '' ),
array( 'key' => 'loanPurpose', 'value' => 'Loan Purpose','description' => 'Purchase / Refinance' ),
array( 'key' => 'propertyValue','value' => 'Property Value', 'description' => '' ),
array( 'key' => 'loanProgram', 'value' => 'Loan Program','description' => '' ),
);
wp_send_json_success( $fields );
}
function adfoin_encompass_credentials_list() {
foreach ( adfoin_read_credentials( 'encompass' ) as $option ) {
printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) );
}
}
function adfoin_encompass_get_token( $cred_id ) {
$credentials = adfoin_get_credentials_by_id( 'encompass', $cred_id );
$client_id = isset( $credentials['clientId'] ) ? $credentials['clientId'] : '';
$client_secret = isset( $credentials['clientSecret'] ) ? $credentials['clientSecret'] : '';
$instance_id = isset( $credentials['instanceId'] ) ? $credentials['instanceId'] : '';
$username = isset( $credentials['username'] ) ? $credentials['username'] : '';
$password = isset( $credentials['password'] ) ? $credentials['password'] : '';
if ( ! $client_id || ! $client_secret || ! $instance_id || ! $username || ! $password ) return '';
$response = wp_remote_post( 'https://api.elliemae.com/oauth2/v1/token', array(
'timeout' => 30,
'headers' => array(
'Content-Type' => 'application/x-www-form-urlencoded',
'Authorization' => 'Basic ' . base64_encode( $client_id . ':' . $client_secret ),
),
'body' => http_build_query( array(
'grant_type' => 'password',
'username' => $username . '@encompass:' . $instance_id,
'password' => $password,
'scope' => 'lp',
) ),
) );
if ( is_wp_error( $response ) ) return '';
$body = json_decode( wp_remote_retrieve_body( $response ), true );
return isset( $body['access_token'] ) ? $body['access_token'] : '';
}
function adfoin_encompass_request( $endpoint, $method = 'POST', $data = array(), $record = array(), $cred_id = '' ) {
$token = adfoin_encompass_get_token( $cred_id );
if ( ! $token ) return;
$url = 'https://api.elliemae.com/encompass/v3/' . ltrim( $endpoint, '/' );
$args = array(
'timeout' => 45,
'method' => $method,
'headers' => array(
'Authorization' => 'Bearer ' . $token,
'Content-Type' => 'application/json',
),
);
if ( $method === 'POST' || $method === 'PUT' || $method === 'PATCH' ) $args['body'] = wp_json_encode( $data );
$response = wp_remote_request( $url, $args );
if ( $record ) adfoin_add_to_log( $response, $url, $args, $record );
return $response;
}
add_action( 'adfoin_encompass_job_queue', 'adfoin_encompass_job_queue', 10, 1 );
function adfoin_encompass_job_queue( $data ) {
adfoin_encompass_send_data( $data['record'], $data['posted_data'] );
}
function adfoin_encompass_send_data( $record, $posted_data ) {
$record_data = json_decode( $record['data'], true );
if ( isset( $record_data['action_data']['cl'] ) && adfoin_check_conditional_logic( $record_data['action_data']['cl'], $posted_data ) ) return;
$data = isset( $record_data['field_data'] ) ? $record_data['field_data'] : $record_data;
$cred_id = isset( $data['credId'] ) ? $data['credId'] : ( isset( $record['cred_id'] ) ? $record['cred_id'] : '' );
$fields = array();
foreach ( $data as $k => $v ) {
$parsed = adfoin_get_parsed_values( $v, $posted_data );
if ( $parsed !== '' && $parsed !== null ) $fields[ $k ] = $parsed;
}
if ( $record['task'] !== 'create_loan' ) return;
// Map the simple form values into the Encompass V3 loan contract.
$applicant = array(
'firstName' => isset( $fields['firstName'] ) ? $fields['firstName'] : '',
'lastName' => isset( $fields['lastName'] ) ? $fields['lastName'] : '',
);
if ( ! empty( $fields['ssn'] ) ) $applicant['taxIdentificationIdentifier'] = $fields['ssn'];
if ( ! empty( $fields['dob'] ) ) $applicant['birthDate'] = $fields['dob'];
if ( ! empty( $fields['email'] ) ) $applicant['emailAddressText'] = $fields['email'];
if ( ! empty( $fields['phone'] ) ) $applicant['homePhoneNumber'] = $fields['phone'];
$property = array();
foreach ( array( 'street' => 'streetAddress', 'city' => 'city', 'state' => 'state', 'zip' => 'postalCode' ) as $local => $remote ) {
if ( ! empty( $fields[ $local ] ) ) $property[ $remote ] = $fields[ $local ];
}
$loan = array(
'applications' => array( array( 'borrower' => $applicant ) ),
);
if ( $property ) $loan['property'] = $property;
if ( ! empty( $fields['loanAmount'] ) ) $loan['borrowerRequestedLoanAmount'] = floatval( $fields['loanAmount'] );
if ( ! empty( $fields['loanPurpose'] ) ) $loan['loanPurposeType'] = $fields['loanPurpose'];
if ( ! empty( $fields['propertyValue'] ) ) $loan['propertyEstimatedValueAmount'] = floatval( $fields['propertyValue'] );
if ( ! empty( $fields['loanProgram'] ) ) $loan['loanProgramName'] = $fields['loanProgram'];
$credentials = adfoin_get_credentials_by_id( 'encompass', $cred_id );
$folder = ! empty( $credentials['loanFolder'] ) ? $credentials['loanFolder'] : 'My Pipeline';
adfoin_encompass_request( 'loans?loanFolder=' . rawurlencode( $folder ) . '&view=id', 'POST', $loan, $record, $cred_id );
}