public string ProcessLead()
{
string messageJson = "{\"type\":\"{0}\",\"data\":\"{1}\"}";
bool isErr = false;
string LoanOfficerFirstName = string.Empty;
string LoanOfficerLastName = string.Empty;
string LeadSource = string.Empty;
string errorMessage = string.Empty;
try
{
#region LoanOfficer And LeadSource
if (!string.IsNullOrEmpty(GetForm("LeadSource")) && !string.IsNullOrEmpty(GetForm("LoanOfficerFirstName")) &&
!string.IsNullOrEmpty(GetForm("LoanOfficerLastName"))
)
{
LoanOfficerFirstName = GetForm("LoanOfficerFirstName");
LoanOfficerLastName = GetForm("LoanOfficerLastName");
LeadSource = GetForm("LeadSource");
}
else
{
return("{\"type\":\"fatal\",\"data\":\"Missing required query string(LoanOfficer/LeadSource).\"}");
}
#endregion
#region Post Loan To Service
string serviceUrl = System.Configuration.ConfigurationManager.AppSettings["PulseLeadServiceURL"].ToString();
if (string.IsNullOrEmpty(serviceUrl))
{
return("{\"type\":\"fatal\",\"data\":\"Service URl Error.\"}");
}
using (PulseLeadServiceClient client = new PulseLeadServiceClient())
{
PostLoanAppRequest PostLoanApp_req = new PostLoanAppRequest();
PostLoanApp_req.RequestHeader = new ReqHdr();
PostLoanApp_req.RequestHeader.SecurityToken = System.Configuration.ConfigurationManager.AppSettings["SecurityToken"].ToString();
#region LoanOfficer / Branch
PostLoanApp_req.LoanOfficerFirstName = LoanOfficerFirstName;
PostLoanApp_req.LoanOfficerLastName = LoanOfficerLastName;
//PostLoanApp_req.BranchName = BranchName;
PostLoanApp_req.LeadSource = LeadSource;
#endregion
#region Borrower Information
PostLoanApp_req.BorrowerFirstName = GetForm("txtFirstName");
PostLoanApp_req.BorrowerMiddleName = "";
PostLoanApp_req.BorrowerLastName = GetForm("txtLastName");
PostLoanApp_req.HomePhone = GetForm("txtPhone");
PostLoanApp_req.Email = GetForm("txtEmail");
PostLoanApp_req.CreditRanking = CreditRanking.Good;
PostLoanApp_req.PreferredContactMethod = PreferredContactMethod.Email;
#endregion
#region LoanAmount / PurposeOfLoan
PostLoanApp_req.LoanAmount = 0;
PostLoanApp_req.PurposeOfLoan = PurposeOfLoan.Other;
#endregion
#region Comments/Notes
string comment = GetForm("txtComments");
string area = GetForm("selArea");
if (!string.IsNullOrEmpty(area))
{
if (!area.Contains("--Select an area"))
{
PostLoanApp_req.Notes = string.Format("Area Of Interest={0}", area, comment);
}
}
if (!string.IsNullOrEmpty(comment))
{
if (!string.IsNullOrEmpty(PostLoanApp_req.Notes))
{
PostLoanApp_req.Notes += "&";
}
PostLoanApp_req.Notes += string.Format("Comments={0}", comment);
}
#endregion
PostLoanApp_req.OccupancyType = OccupancyType.PrimaryResidence;
RespHdr resp1 = null;
//resp1 = client.PostLoanApp2(PostLoanApp_req);
resp1 = client.PostLoanApp(PostLoanApp_req);
if (!resp1.Successful)
{
isErr = true;
errorMessage = resp1.Error;
messageJson = "{\"type\":\"fatal\",\"data\":\"" + errorMessage + "\"}";//error
}
else
{
messageJson = "{\"type\":\"success\",\"data\":\"Your application has been receieved. Your Loan Officer will contact you shortly.\"}";
}
}
#endregion
}
catch (Exception ex)
{
isErr = true;
errorMessage = "Server exception:" + ex.Message;
messageJson = "{\"type\":\"fatal\",\"data\":\"" + errorMessage + "\"}";
}
finally
{
}
return(messageJson);
}
//private const string EventLogName = "PulseLeadService-LT_PostLeads";
protected void Page_Load(object sender, EventArgs e)
{
#region for test
if (Request.QueryString["test"] != null && Request.QueryString["test"].ToString() == "1")
{
return;
}
#endregion
Response.Clear();
if (Request.InputStream.Length == 0)
{
Log("No XML data.", 0);
WriteStatus(0, "No XML data.");
return;
}
string token = string.Empty;
try
{
string sqlCmd = "Select top 1 GlobalID from Company_General";
object obj = focusIT.DbHelperSQL.GetSingle(sqlCmd);
token = (obj == null || obj == DBNull.Value) ? string.Empty : (string)obj;
}
catch (Exception ex)
{ }
if (string.IsNullOrEmpty(token))
{
token = System.Configuration.ConfigurationManager.AppSettings["SecurityToken"] == null ? ""
: System.Configuration.ConfigurationManager.AppSettings["SecurityToken"].ToString();
if (string.IsNullOrEmpty(token))
{
Log("SecurityToken is Empty!", 0);
WriteStatus(0, "SecurityToken is Empty!");
return;
}
}
PostLeadRequest req_lead = new PostLeadRequest();
req_lead.RequestHeader = new PostLeadWeb.LP2Service.Lead_ReqHdr();
req_lead.RequestHeader.SecurityToken = token;
string err = string.Empty;
bool checkDuplicates = false;
#region mapping field
try
{
var streamReader = new StreamReader(Request.InputStream);
//string str = streamReader.ReadToEnd();
XDocument xmlDoc = XDocument.Load(streamReader);
var leadApp = xmlDoc.Elements("LeadInformation").Elements("LeadApplication");
var applicantID = leadApp.Elements("ApplicantID").FirstOrDefault().Value;
req_lead.LeadId = applicantID;
if (ConfigurationManager.AppSettings["CheckDuplicates"] != null)
{
Boolean.TryParse(ConfigurationManager.AppSettings["CheckDuplicates"].ToString(), out checkDuplicates);
}
if (!string.IsNullOrEmpty(req_lead.LeadId))
{
req_lead.CheckDuplicate = checkDuplicates;
}
PostLeadWeb.LP2Service.Address address = new PostLeadWeb.LP2Service.Address();
address.City = leadApp.Elements("City").FirstOrDefault().Value;
address.State = leadApp.Elements("State").FirstOrDefault().Value;
address.Zip = leadApp.Elements("Zip").FirstOrDefault().Value;
address.Street = leadApp.Elements("Address1").FirstOrDefault().Value;
req_lead.MailingAddress = address;
req_lead.Email = leadApp.Elements("EmailAddress").FirstOrDefault().Value;
req_lead.HomePhone = leadApp.Elements("HomePhone").FirstOrDefault().Value;
req_lead.BusinessPhone = leadApp.Elements("WorkPhone").FirstOrDefault().Value;
req_lead.BorrowerFirstName = leadApp.Elements("FirstName").FirstOrDefault().Value;
req_lead.BorrowerLastName = leadApp.Elements("LastName").FirstOrDefault().Value;
req_lead.BorrowerMiddleName = "";
req_lead.SSN = leadApp.Elements("SSN").FirstOrDefault().Value;
req_lead.PreferredContactMethod = PreferredContactMethod.Email;
//var oIncomeList = new List<OtherIncome>();
//if (!string.IsNullOrEmpty(leadApp.Elements("MonthlyIncome").FirstOrDefault().Value))
//{
// OtherIncome oIncome = new OtherIncome();
// oIncome.Amount = Convert.ToDecimal(leadApp.Elements("MonthlyIncome").FirstOrDefault().Value);
// oIncomeList.Add(oIncome);
//}
//req_lead.OtherIncome = oIncomeList.ToArray();
// into loannotes
#region CreditRating
switch (leadApp.Elements("CreditRating").FirstOrDefault().Value.ToLower())
{
case "good":
req_lead.CreditRanking = PostLeadWeb.LP2Service.CreditRanking.Good;
break;
case "excellent":
req_lead.CreditRanking = PostLeadWeb.LP2Service.CreditRanking.Excellent;
break;
case "fair":
req_lead.CreditRanking = PostLeadWeb.LP2Service.CreditRanking.Fair;
break;
case "poor":
req_lead.CreditRanking = PostLeadWeb.LP2Service.CreditRanking.Poor;
break;
case "verygood":
req_lead.CreditRanking = PostLeadWeb.LP2Service.CreditRanking.VeryGood;
break;
default: req_lead.CreditRanking = PostLeadWeb.LP2Service.CreditRanking.Good;
break;
}
#endregion
//IsMilitary
//TimeToContact
//WorkingWithRealtor
#region PropertyType
switch (leadApp.Elements("PropertyType").FirstOrDefault().Value.ToLower())
{
case "single-family":
req_lead.PropertyType = "SFR";
break;
case "town home":
req_lead.PropertyType = "Townhome";
break;
case "condominium":
req_lead.PropertyType = "Condo";
break;
case "Cooperative":
req_lead.PropertyType = "Other";
break;
case "multiple-family":
req_lead.PropertyType = "TwotoFourUnit";
break;
case "mobile home":
req_lead.PropertyType = "Other";
break;
default: req_lead.PropertyType = "Other";
break;
}
#endregion
switch (leadApp.Elements("PropertyUse").FirstOrDefault().Value.ToLower())
{
case "primary residence":
req_lead.OccupancyType = PostLeadWeb.LP2Service.OccupancyType.PrimaryResidence;
break;
case "vacation property ":
req_lead.OccupancyType = PostLeadWeb.LP2Service.OccupancyType.SecondHome;
break;
case "investment property":
req_lead.OccupancyType = PostLeadWeb.LP2Service.OccupancyType.InvestmentProperty;
break;
}
//PropertyCounty
req_lead.Property_Zip = leadApp.Elements("PropertyZip").FirstOrDefault().Value;
//PropertyMSA
req_lead.Property_State = leadApp.Elements("PropertyState").FirstOrDefault().Value;
//LoanType
if (!string.IsNullOrEmpty(leadApp.Elements("LoansToBeFinanced").FirstOrDefault().Value))
{
req_lead.Notes += "Loans to be financed=" + leadApp.Elements("LoansToBeFinanced").FirstOrDefault().Value;
}
//DownPayment
req_lead.LoanAmount = string.IsNullOrEmpty(leadApp.Elements("LoanAmount").FirstOrDefault().Value) ? 0 : Convert.ToInt32(leadApp.Elements("LoanAmount").FirstOrDefault().Value);
req_lead.PropertyValue = string.IsNullOrEmpty(leadApp.Elements("PropertyPrice").FirstOrDefault().Value) ? 0 : Convert.ToInt32(leadApp.Elements("PropertyPrice").FirstOrDefault().Value);
//AddlCashOut
if (!string.IsNullOrEmpty(leadApp.Elements("AddlCashOut").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n AdditionalCashout=" + leadApp.Elements("AddlCashOut").FirstOrDefault().Value;
}
//MortgageType
if (!string.IsNullOrEmpty(leadApp.Elements("MortgageType").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n MortgageType=" + leadApp.Elements("MortgageType").FirstOrDefault().Value;
}
//TimeLine
if (!string.IsNullOrEmpty(leadApp.Elements("TimeLine").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n TimeLine=" + leadApp.Elements("TimeLine").FirstOrDefault().Value;
}
//<AnnualIncome/>
if (!string.IsNullOrEmpty(leadApp.Elements("AnnualIncome").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n AnnualIncome=" + leadApp.Elements("AnnualIncome").FirstOrDefault().Value;
}
//MonthlyPayment
//req_lead.MonthlyPayment = string.IsNullOrEmpty(leadApp.Elements("MonthlyPayment").FirstOrDefault().Value) ? 0 : Convert.ToDecimal(leadApp.Elements("MonthlyPayment").FirstOrDefault().Value);
//FirstMortgageMonthlyPayment = leadApp.Elements("FirstMortgageBalance").FirstOrDefault().Value;
//FirstMortgageBalance
if (!string.IsNullOrEmpty(leadApp.Elements("FirstMortgageBalance").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n FirstMortgageBalance=" + leadApp.Elements("FirstMortgageBalance").FirstOrDefault().Value;
}
//SecondMortgageBalance
if (!string.IsNullOrEmpty(leadApp.Elements("SecondMortgageBalance").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n SecondMortgageBalance=" + leadApp.Elements("SecondMortgageBalance").FirstOrDefault().Value;
}
//AddlMortgagePayment
if (!string.IsNullOrEmpty(leadApp.Elements("AddlMortgagePayment").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n AddlMortgagePayment=" + leadApp.Elements("AddlMortgagePayment").FirstOrDefault().Value;
}
//MonthlyObligations
if (!string.IsNullOrEmpty(leadApp.Elements("MonthlyObligations").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n MonthlyObligations=" + leadApp.Elements("MonthlyObligations").FirstOrDefault().Value;
}
//Bankruptcy
if (!string.IsNullOrEmpty(leadApp.Elements("Bankruptcy").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n Bankruptcy=" + leadApp.Elements("Bankruptcy").FirstOrDefault().Value;
}
#region LoanRequested
switch (leadApp.Elements("LoanRequested").FirstOrDefault().Value.ToLower())
{
case "purchase":
req_lead.PurposeOfLoan = PostLeadWeb.LP2Service.PurposeOfLoan.Purchase;
break;
case "refinance":
if (string.IsNullOrEmpty(leadApp.Elements("AddlCashOut").FirstOrDefault().Value))
{
req_lead.PurposeOfLoan = PostLeadWeb.LP2Service.PurposeOfLoan.Refinance_Cashout;
}
else
{
req_lead.PurposeOfLoan = PostLeadWeb.LP2Service.PurposeOfLoan.Refinance_No_Cashout;
}
break;
}
#endregion
//req_lead.LoanProgram = leadApp.Elements("LoanProgram").FirstOrDefault().Value;
//MonthlyIncome-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("MonthlyIncome").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n MonthlyIncome=" + leadApp.Elements("MonthlyIncome").FirstOrDefault().Value;
}
//AnnualIncome-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("AnnualIncome").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n AnnualIncome=" + leadApp.Elements("AnnualIncome").FirstOrDefault().Value;
}
//IsMilitary-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("IsMilitary").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n IsMilitary=" + leadApp.Elements("IsMilitary").FirstOrDefault().Value;
}
//TimeToContact-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("IsMilitary").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n TimeToContact=" + leadApp.Elements("IsMilitary").FirstOrDefault().Value;
}
//WorkingWithRealtor-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("WorkingWithRealtor").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n WorkingWithRealtor=" + leadApp.Elements("WorkingWithRealtor").FirstOrDefault().Value;
}
//PropertyMSA-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("PropertyMSA").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n PropertyMSA=" + leadApp.Elements("PropertyMSA").FirstOrDefault().Value;
}
//PropertyCounty-->Loans.County
if (!string.IsNullOrEmpty(leadApp.Elements("PropertyCounty").FirstOrDefault().Value))
{
req_lead.County = leadApp.Elements("PropertyCounty").FirstOrDefault().Value;
}
//LoanType-->Loans.LoanType
if (!string.IsNullOrEmpty(leadApp.Elements("LoanType").FirstOrDefault().Value))
{
req_lead.LoanType = leadApp.Elements("LoanType").FirstOrDefault().Value;
}
//MortgageTerm-->Loans.Term
int tempInt = 0;
if (int.TryParse(leadApp.Elements("MortgageTerm").FirstOrDefault().Value, out tempInt))
{
req_lead.Term = tempInt;
}
//CurrentLoanRate-->Loans.Rate
decimal tempDecimal = 0;
if (decimal.TryParse(leadApp.Elements("CurrentLoanRate").FirstOrDefault().Value, out tempDecimal))
{
req_lead.Rate = tempDecimal;
}
//PartnerUID
//NameOfPartner-->LoanNote
if (!string.IsNullOrEmpty(leadApp.Elements("NameOfPartner").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n NameOfPartner=" + leadApp.Elements("NameOfPartner").FirstOrDefault().Value;
}
//TrackingNumber
//DTI-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("DTI").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n DTI=" + leadApp.Elements("DTI").FirstOrDefault().Value;
}
//LTV-->Loans.LTV
if (!string.IsNullOrEmpty(leadApp.Elements("LTV").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n LTV=" + leadApp.Elements("LTV").FirstOrDefault().Value;
}
//ApplicationDate
//SourceID
//FilterClass
//FilterName
//IsVerified
//VerifiedHomePhone
//PromotionalProgram-->LoanNotes
if (!string.IsNullOrEmpty(leadApp.Elements("PromotionalProgram").FirstOrDefault().Value))
{
req_lead.Notes += "\r\n PromotionalProgram=" + leadApp.Elements("PromotionalProgram").FirstOrDefault().Value;
}
string leadSource = ConfigurationManager.AppSettings["LeadSource"] == null ? string.Empty : ConfigurationManager.AppSettings["LeadSource"].ToString();
req_lead.LeadSource = string.IsNullOrEmpty(leadSource) ? "Lending Tree" : leadSource;
//OtherLoanProgram
//MatchFee
//FilterRoutingID
#endregion
ServiceManager sm = new ServiceManager();
using (PostLeadWeb.LP2Service.LP2ServiceClient client = sm.StartServiceClient())
{
err = string.Empty;
RespHdr resp = client.PostLead(req_lead);
if (resp == null)
{
WriteStatus(99, "Failed to Post Lead, Service returned no response.");
return;
}
if (!resp.Successful)
{
//Log("Pulse Service Post Lead Result:" + err, 0);
err = "Failed to Post Lead, Service error: " + resp.StatusInfo;
WriteStatus(1, err);
}
else
{
WriteStatus(0, "Success");
}
}
}
catch (Exception ex)
{
//Log(ex.Message, 0);
WriteStatus(0, ex.ToString());
}
}
private bool Save()
{
#region get user input
string sFirstName = this.txtFirstName.Text.Trim();
string sLastName = this.txtLastName.Text.Trim();
string sEmail = this.txtEmail.Text.Trim();
string sPhone = this.txtPhone.Text.Trim();
string sType = this.ddlType.SelectedValue;
string sDOB = this.txtBirthday.Text.Trim();
if (!string.IsNullOrEmpty(sDOB))
{
DateTime DOB;
if (DateTime.TryParse(sDOB, out DOB) == false)
{
//PageCommon.AlertMsg(this, "Date of Birth is not a invalid date format.");
PageCommon.WriteJsEnd(this, "Date of Birth is not a invalid date format.", PageCommon.Js_RefreshSelf);
return(false);
}
}
string sSSN = this.txtSSN.Text.Trim();
string sWorkflow = this.ddlWorkflow.SelectedValue;
int iWflTempID = 0;
int.TryParse(sWorkflow, out iWflTempID);
string sMarketing = this.ddlMarketing.SelectedValue; // MailChimpList ID
// Task Name
string sTaskName = string.Empty;
if (this.radTaskList.Checked == true)
{
if (this.ddlTaskList.SelectedValue == "-- select --")
{
sTaskName = string.Empty;
}
else
{
sTaskName = this.ddlTaskList.SelectedValue;
}
}
else
{
sTaskName = this.txtTaskName.Text.Trim();
}
// Due Date
string sDueDate = this.txtDueDate.Text.Trim();
DateTime DueDate;
if (sDueDate != string.Empty)
{
if (DateTime.TryParse(sDueDate, out DueDate) == false)
{
//PageCommon.AlertMsg(this, "Due Date is not a invalid date format.");
PageCommon.WriteJsEnd(this, "Due Date is not a invalid date format.", PageCommon.Js_RefreshSelf);
return(false);
}
DueDate = DateTime.Parse(sDueDate);
}
// Due Time
string sDueTime = ddlDueTime_hour.Text + ":" + ddlDueTime_min.Text; //this.txtDueTime.Text.Trim();
DateTime DTN = DateTime.Now;
string sDueTime_Span = null;
TimeSpan DueTime = new TimeSpan();
if (sDueTime != string.Empty)
{
if (DateTime.TryParse(sDueTime, out DTN) == true)
{
sDueTime_Span = DTN.ToString("HH:mm");
if (TimeSpan.TryParse(sDueTime_Span, out DueTime) == false)
{
//PageCommon.AlertMsg(this, "Invalid Due Time format.");
PageCommon.WriteJsEnd(this, "Invalid Due Time format.", PageCommon.Js_RefreshSelf);
return(false);
}
}
else
{
//PageCommon.AlertMsg(this, "Invalid Due Time format.");
PageCommon.WriteJsEnd(this, "Invalid Due Time format.", PageCommon.Js_RefreshSelf);
return(false);
}
}
string sReminderUser = string.Empty;
string sReminderUserID = string.Empty;
int iReminderUserID = 0;
string sReminderInterval = string.Empty;
if (this.chkReminder.Checked == true)
{
sReminderUser = this.txtReminderUser.Text.Trim();
sReminderUserID = this.hdnReminderUserID.Value;
iReminderUserID = Convert.ToInt32(sReminderUserID);
sReminderInterval = this.ddlReminderInterval.SelectedValue;
}
//CR53
decimal loanAmount = string.IsNullOrEmpty(txtLoanAmount.Text) ? 0M : Convert.ToDecimal(txtLoanAmount.Text.Trim());
string purpose = ddlPurpose.Text.Trim() == "- select -" ? "" : ddlPurpose.Text;
#endregion
#region create contact/prospect and loan
int iContactId = 0;
try
{
iContactId = this.CreateContactAndProspect(sFirstName, sLastName, sEmail, sType, sPhone, sDOB, sSSN, this.CurrUser.iUserID, purpose);
}
catch (Exception ex)
{
//PageCommon.AlertMsg(this, "Failed to save contact and prospect.");
PageCommon.WriteJsEnd(this, "Failed to save contact and prospect." + ex.Message, PageCommon.Js_RefreshSelf);
return(false);
}
#endregion
#region create loan
//int iFileID = 0;
try
{
iFileID = this.CreateLoan(iContactId, loanAmount, purpose);
}
catch (Exception ex)
{
//PageCommon.AlertMsg(this, "Failed to save loan info.");
PageCommon.WriteJsEnd(this, "Failed to save loan info.", PageCommon.Js_RefreshSelf);
return(false);
}
#endregion
#region Apply LoanWflTempl
if (iWflTempID > 0)
{
try
{
this.ApplyLoanWflTempl(iFileID, iWflTempID, this.CurrUser.iUserID);
}
catch (Exception ex)
{
//PageCommon.AlertMsg(this, "Failed to apply workflow template to loan.");
PageCommon.WriteJsEnd(this, "Failed to apply workflow template to loan.", PageCommon.Js_RefreshSelf);
return(false);
}
}
#endregion
#region GenerateWorkflow and get iCurrentLoanStageId
int iCurrentLoanStageId = 0;
if (iWflTempID > 0)
{
string sError;
bool bResult = this.GenerateWorkflow(iFileID, iWflTempID, this.CurrUser.iUserID, out sError);
if (bResult == false)
{
//PageCommon.AlertMsg(this, "Failed to generate workflow template: " + sError);
PageCommon.WriteJsEnd(this, "Failed to generate workflow template: " + sError, PageCommon.Js_RefreshSelf);
return(false);
}
System.Threading.Thread.Sleep(2000);
// get current loan stage id
iCurrentLoanStageId = LPWeb.BLL.WorkflowManager.GetCurrentLoanStageId(iFileID);
}
else if (!string.IsNullOrEmpty(sTaskName))
{
iWflTempID = LPWeb.BLL.WorkflowManager.GetDefaultWorkflowTemplate("Prospect");
if (iWflTempID < 1)
{
iCurrentLoanStageId = LPWeb.BLL.WorkflowManager.GenerateDefaultLoanStages(iFileID, "Prospect");
}
}
#endregion
#region Create Task and Reminder
if (!string.IsNullOrEmpty(sTaskName))
{
#region create task
if (iCurrentLoanStageId < 0)
{
//PageCommon.AlertMsg(this, "There is no loan stage available.");
PageCommon.WriteJsEnd(this, "There is no loan stage available.", PageCommon.Js_RefreshSelf);
return(false);
}
int iLoanTaskId = 0;
try
{
iLoanTaskId = this.CreateLoanTask(iFileID, sTaskName, this.CurrUser.iUserID, sDueDate, sDueTime, iCurrentLoanStageId);
}
catch (Exception ex)
{
}
#endregion
#region reminder
if (this.chkReminder.Checked == true)
{
string sReminderDueTime = string.Empty;
if (sDueTime != string.Empty)
{
TimeSpan Interval = new TimeSpan();
if (sReminderInterval.Contains("minutes") == true)
{
string sMinutes = sReminderInterval.Replace(" minutes", "");
int iMinutes = Convert.ToInt32(sMinutes);
Interval = new TimeSpan(0, iMinutes, 0);
}
else if (sReminderInterval.Contains("hours") == true)
{
string sHours = sReminderInterval.Replace(" hours", "");
int iHours = Convert.ToInt32(sHours);
Interval = new TimeSpan(iHours, 0, 0);
}
TimeSpan ReminderDueTime = DueTime.Add(Interval);
sReminderDueTime = ReminderDueTime.ToString();
}
string sReminderTaskName = sTaskName + " - Quick Lead Form - Reminder";
if (iReminderUserID == this.CurrUser.iUserID && sDueDate == DateTime.Now.ToString("MM/dd/yyyy"))
{
this.CurrUser.InitTaskListDueToday();
}
}
#endregion
}
#endregion
#region API MailChimp_Subscribe
if (sMarketing != string.Empty)
{
string sError2 = string.Empty;
bool bResult2 = this.MailChimp_Subscribe(iContactId, sMarketing, out sError2);
if (bResult2 == false)
{
//PageCommon.AlertMsg(this, "Failed to invoke API MailChimp_Subscribe: " + sError2);
PageCommon.WriteJsEnd(this, "Failed to invoke API MailChimp_Subscribe: " + sError2, PageCommon.Js_RefreshSelf);
return(false);
}
}
#endregion
if (ddlLoanOfficer.SelectedValue == "0") //Lead Routing Engine
{
#region invoke the WCF API LeadRouting_AssignLoanOfficer
try
{
ServiceManager sm = new ServiceManager();
using (LP2ServiceClient client = sm.StartServiceClient())
{
LR_AssignLoanOfficerReq req = new LR_AssignLoanOfficerReq();
req.LoanId = iFileID;
req.LoanOfficerId = iLoanOfficerID;
req.BorrowerContactId = iContactId;
req.CoBorrowerContactId = 0;
req.ReqHdr = new ReqHdr();
req.ReqHdr.UserId = CurrUser.iUserID;
req.ReqHdr.SecurityToken = "SecurityToken";
RespHdr resp = client.LeadRouting_AssignLoanOfficer(req);
}
}
catch (Exception ex)
{
PageCommon.WriteJsEnd(this, "Pulse Lead Manager is not running. Please select a Loan Officer from the list and save the lead.", PageCommon.Js_RefreshSelf);
return(false);
}
#endregion
}
return(true);
}
static void MyTest(string[] args)
{
using (PulseLeadServiceClient.PulseLeadServiceClient client = new PulseLeadServiceClient.PulseLeadServiceClient())
{
PostLeadRequest req = new PostLeadRequest();
req.BorrowerFirstName = "Peter";
req.BorrowerLastName = "FocusITestH";
req.HomePhone = "222-222-3333";
req.BusinessPhone = "233-333-4444";
req.CellPhone = "244-444-5555";
req.CreditRanking = CreditRanking.Good;
req.Email = "*****@*****.**";
req.LoanProgram = "30-year fixed";
req.OccupancyType = OccupancyType.PrimaryResidence;
req.LoanAmount = 200000;
req.PurposeOfLoan = PurposeOfLoan.Refinance_Cashout;
req.PreferredContactMethod = PreferredContactMethod.Email;
//req.BranchName = "Atlanta";
//req.LoanOfficerFirstName = "Betty";
//req.LoanOfficerLastName = "Wilkinson";
req.MailingAddress = new Address()
{
City = "San Jose", State = "CA", Street = "123 Any Street", Zip = "95110"
};
req.PropertyValue = 400000;
req.Property_Street = "123 Any Street";
req.Property_City = "San Jose";
req.Property_State = "CA";
req.Property_Zip = "95110";
req.RequestHeader = new ReqHdr();
req.RequestHeader.SecurityToken = "90e588a7-df07-4abf-976c-ce655d6effa6";
RespHdr resp = null;
resp = client.PostLead(req);
if (resp.Successful)
{
Console.WriteLine("Successfully posted the lead to Pulse!");
}
else
{
Console.WriteLine("Failed to post the lead to Pulse, reason:{0}.", resp.Error);
}
Console.ReadKey();
}
using (PulseLeadServiceClient.PulseLeadServiceClient client = new PulseLeadServiceClient.PulseLeadServiceClient())
{
PostLoanAppRequest req = new PostLoanAppRequest();
req.BorrowerFirstName = "PeterG";
req.BorrowerMiddleName = "";
req.BorrowerLastName = "TerrizziG";
//req.CoBorrowerFirstName
//req.CoBorrowerMiddleName
//req.CoBorrowerLastName
//req.CoBorrowerType
//req.CoBorrowerPhone
//req.CoBorrowerCellPhone
//req.CoBorrowerBusinessPhone
//req.CoBorrowerEmail
req.HomePhone = "203-221-3221";
req.BusinessPhone = "203-331-4441";
req.CellPhone = "203-441-5551";
//req.MailingAddress
req.CreditRanking = CreditRanking.Good;
req.Email = "*****@*****.**";
//req.HasDependents
//req.DOB
//req.BorrowerSSN
//req.Employment
//req.CoBorrowerEmployers
//req.OtherIncome
//req.CoBorrowerOtherIncome
//req.LiquidAssets
req.LoanProgram = "30-year fixed";
req.OccupancyType = OccupancyType.PrimaryResidence;
req.LoanAmount = 300000;
req.PurposeOfLoan = PurposeOfLoan.Purchase;
req.PreferredContactMethod = PreferredContactMethod.Email;
req.BranchName = "Atlanta"; //id=8 // "Branch1A1";
req.LoanOfficerFirstName = "Betty"; //"Frank"
req.LoanOfficerLastName = "Wilkinson"; // "Smith";
req.PropertyValue = 300000;
//req.PropertyType
//req.HousingStatus
//req.RentAmount
//req.Property
//req.InterestOnly
//req.IncludeEscrows
//req.Notes
req.RequestHeader = new ReqHdr();
req.RequestHeader.SecurityToken = "ff5eaf4a-6c97-4a00-8252-9eec8bf2979b"; // "2934230595-324923804-2394923";
RespHdr resp = client.PostLoanApp(req);
if (resp.Successful)
{
Console.WriteLine("Successfully posted the lead to Pulse!");
}
else
{
Console.WriteLine("Failed to post the lead to Pulse, reason:{0}.", resp.Error);
}
Console.ReadKey();
}
}
