Encompass Loan Pipeline API

openapi: 3.0.3
info:
  title: Encompass Developer Connect Authentication Loan Pipeline API
  description: 'Encompass Developer Connect is the ICE Mortgage Technology (formerly Ellie Mae) REST API platform for the Encompass loan origination system (LOS). It lets partners and lenders configure, customize, and administer loan information and resources programmatically - loan manufacturing, loan pipeline, borrower pairs, contacts, eFolder documents and attachments, milestones, conditions, users, and event webhooks.


    Access is partner/tenant-gated: every call is authenticated with an OAuth 2.0 bearer token issued for a specific Encompass instance. Credentials (Client ID and secret / API key) are provisioned in the developer portal and distributed by an Encompass user with the super administrator persona. The data and features a token can reach are governed by the caller''s assigned Encompass persona.


    Versioning is path-based; v3 is current and v1/v2 are deprecated. This document grounds endpoints in the public API reference at developer.icemortgagetechnology.com. Endpoints tagged x-endpoint-status "confirmed" are read directly from the public reference; those tagged "modeled" follow Encompass''s documented, consistent path conventions but were authored behind the login-gated request builder and should be verified against the live reference before use.'
  version: '2026-07-04'
  contact:
    name: ICE Mortgage Technology - Encompass Developer Connect
    url: https://developer.icemortgagetechnology.com/developer-connect/docs/welcome
  x-lineage: Encompass is a product of ICE Mortgage Technology, formerly Ellie Mae, acquired by Intercontinental Exchange (ICE) in 2020. The API host api.elliemae.com reflects the Ellie Mae lineage.
servers:
- url: https://api.elliemae.com
  description: Encompass Developer Connect production API host (Ellie Mae lineage)
security:
- oAuth2: []
- bearerAuth: []
tags:
- name: Loan Pipeline
  description: Search loans and loan fields across the pipeline with cursor pagination.
paths:
  /encompass/v3/loanPipeline:
    post:
      operationId: viewPipeline
      tags:
      - Loan Pipeline
      summary: Query the loan pipeline
      description: Search for loans and loan fields on the pipeline using canonical field names and filter criteria (CanonicalName, Value, MatchType, Terms, Operator, Precision, Include). Supports cursor-based pagination via the Cursor and Start/Limit query parameters.
      x-endpoint-status: confirmed
      parameters:
      - name: cursor
        in: query
        schema:
          type: string
      - name: start
        in: query
        schema:
          type: integer
      - name: limit
        in: query
        schema:
          type: integer
      responses:
        '200':
          description: Matching pipeline rows.
        '401':
          $ref: '#/components/responses/Unauthorized'
  /encompass/v3/loanPipeline/cursor:
    post:
      operationId: createPipelineCursor
      tags:
      - Loan Pipeline
      summary: Create a pipeline cursor
      description: Create a cursor for a pipeline report to page through large result sets.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: Cursor created.
        '401':
          $ref: '#/components/responses/Unauthorized'
  /encompass/v3/loanPipeline/canonicalNames:
    get:
      operationId: getPipelineCanonicalNames
      tags:
      - Loan Pipeline
      summary: Get canonical field names
      description: Retrieve the list of canonical (queryable) field names for the pipeline.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: List of canonical names.
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  responses:
    Unauthorized:
      description: Missing or invalid OAuth 2.0 bearer token.
  securitySchemes:
    oAuth2:
      type: oauth2
      description: OAuth 2.0 client credentials / authorization code issued per Encompass instance.
      flows:
        clientCredentials:
          tokenUrl: https://api.elliemae.com/oauth2/v1/token
          scopes: {}
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT