The Connected Lender: Creating a Mortgage Experience Inside Salesforce

Lenders with Salesforce and Encompass have a natural need to have them talk to each other.

Connector provides a bidirectional sync of data

Configuring Salesforce so that it can communicate with Salesforce – Workflows and Objects on the Salesforce side
Large lenders may not be ready to deploy across enterprise – just to certain branches (performance)
Lenders want a user experience inside Salesforce that allows Loan Officers and processors (user) to engage with encompass without having to go into Encompass

The Challenge Today: Integrating your CRM and LOS is Complex

Many lenders have tried to create custom integrations, but those are an often expensive and time consuming set up and are difficult to maintain over time. Other lenders have created manual processes to share data, but this is time consuming and often, not accurate.

Complex Customer Relationships

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Customer Relationship Data Æ

Å Transaction Loan Data

Complex Mortgage Transactions

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Our Solution: A Managed Package

A managed package, available in the Salesforce AppExchange that connects the Salesforce and Encompass Platform.

Lenders want the two platforms to talk to one another. ICE Mortgage Technology has solved this problem with the Encompass Connector by having a managed package that is downloadable from the Salesforce AppExhange. A managed package is defined as always having the latest version of the Encompass Connector without having to do any updates.

Loan Transaction Data Æ

Å Customer Relationship Data

Integration: More than just field mapping

Connection

Standard Loan Fields
Bi-Directional Integration
Stability
Data Transformation

Performance

Virtual Fields
Collections
Loan Filtering
Scale

Experience

Workflow
Pipeline Management
Custom Screens
Prioritization

The Full Experience: Creating a Mortgage Experience Inside Salesforce

The Encompass Connector is available to clients in three options: Standard, Enterprise, and Premier. To learn more about what each level offers, refer to the chart below. Features such as Virtual Loan Fields & Collections, clients must opt-in and provide a list of items and what related fields these items should be mapped to.