protected int CreateContactAndProspect(string sFirstName, string sLastName, string sEmail, string sType, string sPhone, string sDOB, string sSSN, int iUserID, string Purpose)
{
#region create new contact
LPWeb.Model.Contacts ContactsModel = new LPWeb.Model.Contacts();
ContactsModel.ContactId = 0;
ContactsModel.FirstName = sFirstName;
ContactsModel.LastName = sLastName;
ContactsModel.Email = sEmail;
if (sType == "Cell Phone")
{
ContactsModel.CellPhone = sPhone;
ContactsModel.HomePhone = string.Empty;
ContactsModel.BusinessPhone = string.Empty;
}
else if (sType == "Home Phone")
{
ContactsModel.CellPhone = string.Empty;
ContactsModel.HomePhone = sPhone;
ContactsModel.BusinessPhone = string.Empty;
}
else if (sType == "Work Phone")
{
ContactsModel.CellPhone = string.Empty;
ContactsModel.HomePhone = string.Empty;
ContactsModel.BusinessPhone = sPhone;
}
if (sDOB == string.Empty)
{
ContactsModel.DOB = null;
}
else
{
ContactsModel.DOB = Convert.ToDateTime(sDOB);
}
ContactsModel.SSN = sSSN;
ContactsModel.MiddleName = string.Empty;
ContactsModel.NickName = txtFirstName.Text.Trim();
ContactsModel.Title = string.Empty;
ContactsModel.GenerationCode = string.Empty;
ContactsModel.Fax = string.Empty;
ContactsModel.MailingAddr = string.Empty;
ContactsModel.MailingCity = string.Empty;
ContactsModel.MailingState = string.Empty;
ContactsModel.MailingZip = string.Empty;
#endregion
#region create new prospect
LPWeb.Model.Prospect ProspectModel = new LPWeb.Model.Prospect();
ProspectModel.PreferredContact = sType;
ProspectModel.Contactid = 0;
ProspectModel.Created = DateTime.Now;
ProspectModel.CreatedBy = iUserID;
ProspectModel.LeadSource = ddlLeadSource.SelectedValue.ToString() == "0" ? "" : this.ddlLeadSource.SelectedItem.Text;
string sLoanOfficerID = ddlLoanOfficer.SelectedValue;
iLoanOfficerID = 0;
if (sLoanOfficerID == "-1" || sLoanOfficerID == "-2")
{
//Nobody
}
else if (sLoanOfficerID == "0")
{
//Lead Routing Engine
try
{
ServiceManager sm = new ServiceManager();
using (LP2ServiceClient client = sm.StartServiceClient())
{
//invoke the WCF API GetNextLoanOfficer
LR_GetNextLoanOfficerReq req = new LR_GetNextLoanOfficerReq();
req.LeadSource = ddlLeadSource.SelectedItem.Text;
req.Purpose = Purpose;
req.ReqHdr = new ReqHdr();
req.ReqHdr.UserId = CurrUser.iUserID;
req.ReqHdr.SecurityToken = "SecurityToken";
LR_GetNextLoanOfficerResp response = client.LeadRouting_GetNextLoanofficer(req);
if (response.RespHdr.Successful)
{
iLoanOfficerID = response.NextLoanOfficerID;
}
else
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
}
catch (Exception ex)
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
else
{
iLoanOfficerID = Convert.ToInt32(sLoanOfficerID);
}
ProspectModel.Loanofficer = iLoanOfficerID;
ProspectModel.ReferenceCode = string.Empty;
ProspectModel.Status = "Active";
ProspectModel.CreditRanking = string.Empty;
ProspectModel.Referral = null;
Prospect ProspectManager = new Prospect();
int iContactId = ProspectManager.CreateContactAndProspect(ContactsModel, ProspectModel);
#endregion
return(iContactId);
}
protected int CreateLoan(int iContactId, decimal LoanAmount, string Purpose)
{
int iFolderId = 0;
LPWeb.Model.LoanDetails LoanDetailsModel = new LPWeb.Model.LoanDetails();
LoanDetailsModel.FileId = 0;
LoanDetailsModel.FolderId = iFolderId;
LoanDetailsModel.Status = "Prospect";
LoanDetailsModel.ProspectLoanStatus = "Active";
LoanDetailsModel.BoID = iContactId;
LoanDetailsModel.CoBoID = 0;
LoanDetailsModel.Created = DateTime.Now;
LoanDetailsModel.CreatedBy = CurrUser.iUserID;
LoanDetailsModel.Modifed = DateTime.Now;
LoanDetailsModel.ModifiedBy = CurrUser.iUserID;
LoanDetailsModel.LoanAmount = LoanAmount;
LoanDetailsModel.EstCloseDate = null;
LoanDetailsModel.Ranking = string.Empty;
LoanDetailsModel.UserId = CurrUser.iUserID;
string sLoanOfficerID = ddlLoanOfficer.SelectedValue;
iLoanOfficerID = 0;
if (sLoanOfficerID == "-1" || sLoanOfficerID == "-2")
{
//Nobody
}
else if (sLoanOfficerID == "0")
{
//Lead Routing Engine
try
{
ServiceManager sm = new ServiceManager();
using (LP2ServiceClient client = sm.StartServiceClient())
{
//invoke the WCF API GetNextLoanOfficer
LR_GetNextLoanOfficerReq req = new LR_GetNextLoanOfficerReq();
req.LeadSource = ddlLeadSource.SelectedItem.Text;
req.Purpose = Purpose;
req.ReqHdr = new ReqHdr();
req.ReqHdr.UserId = CurrUser.iUserID;
req.ReqHdr.SecurityToken = "SecurityToken";
LR_GetNextLoanOfficerResp response = client.LeadRouting_GetNextLoanofficer(req);
if (response.RespHdr.Successful)
{
iLoanOfficerID = response.NextLoanOfficerID;
}
else
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
}
catch (Exception ex)
{
Company_Lead_Sources LeadSourceMgr = new Company_Lead_Sources();
DataTable SelLeadSourceList = LeadSourceMgr.GetList("LeadSourceID='" + ddlLeadSource.SelectedValue + "'").Tables[0];
if (SelLeadSourceList != null && SelLeadSourceList.Rows.Count > 0)
{
iLoanOfficerID = SelLeadSourceList.Rows[0]["DefaultUserId"] == DBNull.Value ? 0 : Convert.ToInt32(SelLeadSourceList.Rows[0]["DefaultUserId"]);
}
}
}
else
{
iLoanOfficerID = Convert.ToInt32(sLoanOfficerID);
}
LoanDetailsModel.LoanOfficerId = iLoanOfficerID;
LoanDetailsModel.Rate = null;
LoanDetailsModel.Program = string.Empty;
LoanDetailsModel.Purpose = Purpose;
LoanDetailsModel.Lien = string.Empty;
LoanDetailsModel.PropertyAddr = string.Empty;
LoanDetailsModel.PropertyCity = string.Empty;
LoanDetailsModel.PropertyState = string.Empty;
LoanDetailsModel.PropertyZip = string.Empty;
LoanDetailsModel.FileName = string.Empty;
LoanDetailsModel.PropertyType = string.Empty;
LoanDetailsModel.HousingStatus = string.Empty;
LoanDetailsModel.IncludeEscrows = false;
LoanDetailsModel.InterestOnly = false;
LoanDetailsModel.RentAmount = 0;
LoanDetailsModel.CoborrowerType = string.Empty;
Loans LoansMgr = new Loans();
int iFileID = LoansMgr.LoanDetailSaveFileId(LoanDetailsModel);
return(iFileID);
}