Velocify by Ellie Mae and Encompass Consumer Connect Integration Overview

TOPICS COVERED IN THIS ARTICLE

• Overview
• Data Flows - Multiple Sessions, Single Session
• Duplicate Management
• Mapped Fields

ENVIRONMENT

LeadManager

DETAILS

Using Velocify’s existing integration with Encompass, potential borrowers can seamlessly evolve from prospect to lead to applicant through the loan process. A strong integration between Encompass Consumer Connect, Velocify by Ellie Mae, and Encompass helps create a smooth experience for the borrower as well as the loan officer. This document reviews how the integration works.

This workflow applies only to instances that have been configured for Encompass Consumer Connect, Velocify by Ellie Mae, and Encompass. Also, although the Lead Create feature is not a requirement for this integration, it is highly recommended and is required for certain key areas of the workflow.

Overview

Only incomplete submissions are sent directly to Velocify from Encompass Consumer Connect. An Encompass Consumer Connect application is considered to be incomplete if the borrower has not clicked the Submit button. The Encompass Consumer Connect job runs on the hour, every hour. If the job runs after the borrower has submitted in Encompass Consumer Connect, the record will be created in Encompass.

If the borrower is actively engaged in the application process on the Encompass Consumer Connect website, but submits the application after a job has run, a record will be created in Velocify, although the application was completed in one session.

Borrowers must input at least their first name, last name, and either a phone number, email address, or current address to send their data to Velocify.

Data Flows

Potential borrowers accessing Encompass Consumer Connect conform to one of the following workflows:

• Start an application process and continue/complete later
• Complete and submit their application in a single session

Multiple Sessions

For borrowers who start an application in Encompass Consumer Connect, abandon it (regardless of whether they are logged in or not), and complete it later:

1. Application is started in Encompass Consumer Connect, with the borrower inputting at least their first name, last name, and either a phone number, email address, or current address.
2. Application data is sent from Encompass Consumer Connect to Velocify and a record is created in Velocify.
3. Application is abandoned by the borrower.
4. Velocify user engages with the borrower using Velocify’s communication features.
5. The borrower completes the existing application or starts a new one in Encompass Consumer Connect.
6. Application data is sent from Encompass Consumer Connect to Encompass.
7. Application data is sent from Encompass to Velocify to update the Velocify lead.

Single Session

For borrowers who complete and submit their application in Encompass Consumer Connect in one session:

1. Application is started in Encompass Consumer Connect, with the borrower entering at least their first name, last name, and either a phone number, email address, or current address.
2. Application data is sent from Encompass Consumer Connect to Velocify and a record is created in Velocify, if the Encompass Consumer Connect job runs before the borrower submits.
3. Application is completed in Encompass Consumer Connect.
4. Application data is sent from Encompass Consumer Connect to Encompass.
5. Application data is sent from Encompass to Velocify to update the existing Velocify lead.

Duplicate Management

For all incomplete applications sent from Encompass Consumer Connect to Velocify and eventually submitted as a completed application into Encompass, duplicate records for the borrower will be created in Velocify. One will be created when the job is run on Encompass Consumer Connect (while the borrower is completing the application) and the other when they submit (sending data to Encompass and then to Velocify). Velocify’s duplicate management merges the two lead records and the GUID from Encompass will be preserved on the merged lead so that all future updates to the lead will be made to the parent lead.

For more information on duplicate management, see Duplicate Management: Detailed Review.

Mapped Fields: Encompass Consumer Connect to Velocify Sync

This section lists all the fields synched from Encompass Consumer Connect to Velocify by Ellie Mae, arranged by category.