Product Specifications

Key Features

Synchronization

  • Bi-Directional Sync
  • Send Borrower and loan Information from Salesforce to create a loan in Encompass & return loan GUID to Sales-Cloud (lead and opportunity records) or FSC (residential loan application object)
  • Ability to map any field from Encompass to any specified object or field in Salesforce.
  • Record creation from Salesforce to Encompass via custom button or automation trigger
  • Synch borrower pairs, Loan Officer assignment information
  • Real-time updates from Encompass via webhooks or scheduled batch synchronization

Security

  • Security reviewed and approved with both Salesforce and ICE Mortgage Technology
  • Uses OAuth2 authentication and secure https connections for all data transfers

Administration

  • Point and click administration
  • Managed package in Salesforce AppExchange and is supported and updated by ICE Mortgage Technology
  • Default services cloud mapping is available out of the box. Field mapping information is available through Encompass Custom Mapping.
  • Process Builder or Lightning Flow capability for outbound and inbound synching
  • Control each field mapping individually
  • Support for single loan folder assignment (auto assignment to a single loan folder)

Salesforce Object Support

  • Records created in Encompass can be pushed to Salesforce as any object (*)
  • Support for Sales Cloud, Financial Services Cloud, Service Cloud and Marketing Cloud
  • Ability to map to multiple field types (i.e., Loan purpose field in Encompass can be mapped to multiple object types like opportunity, leads or custom)
  • Send Business File Contacts associated with a loan file created in Encompass to any Salesforce loan record (**)

System Requirements

These are system requirements for Encompass and Salesforce:

  • Encompass Banker Edition with Developer Connect enabled
  • Salesforce Enterprise or Unlimited version
  • Setup and configuration must be completed in Salesforce Lightning, however, the synchronization can be leveraged in both Lightning and Classic

Common Use Cases

These are the primary use cases where lenders have used the Encompass Connector:

  • Referral management / lead management
  • Executing Marketing
    • Post-close 1:1 marketing based on loan data
    • In-process marketing based on loan status
  • Improved Analytics / Reporting
    • Combining customer data with loan transaction data
  • 360-degree view of the customer
    • View loan transaction history over life of relationship

Additional customization is required if pushing data from Encompass into an existing Salesforce Opportunity record and is not covered in the standard implementation. Field mapping information is available through Encompass Custom Mapping.

Learn More

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