Definitive ConnectorCan it create duplicate loans? It's built not to. Each contact has one active loan at a time: running the action again, or from two workflows at once, returns the same loan. If the borrower already has an active loan in Encompass with the same email, that loan is linked instead. See the workflow action.
Can a past client get a new loan? Yes. Once their earlier loan is finished in Encompass (originated, withdrawn, denied), running the action creates a new one, and the contact follows the new loan.
How quickly do changes show up? Loan changes in Encompass reach the CRM usually within a minute. The workflow action takes about five seconds.
What if Encompass is down or slow? The action fails with "busy or unavailable" and adds a note to the contact; run it again later. Loan changes that can't reach the CRM are tried again automatically, and failures are listed on the Activity tab.
What if someone has the loan open in Encompass? CRM changes to that loan wait and are tried again for up to a day. Loan changes made in Encompass aren't affected.
Which Encompass fields can I use? Any field on your instance, including your custom (CX) fields. See Field mapping.
Does it change loans already in Encompass? Only loans linked to a contact, and only through mapping rows set to Always or If empty. It never deletes loans, moves them between folders or finishes milestones.
Does it work with a test (UAT) instance? Yes: choose Test (UAT) on the Encompass connection tab.
Can each business account use its own Encompass? Yes. Each account has its own Encompass connection, settings and field mapping.
Can several business accounts share one Encompass instance (branches, for example)? Yes. Each loan belongs to one account: the account whose workflow created it, or the first to take a loan started in Encompass. Its updates go only to that account. If one account should get all the loans started in Encompass, turn off Add loans started in Encompass to this account on the others' Pipeline tab: they then follow only the loans they create.
Does it handle co-borrowers or documents? Not yet: it syncs the loan's borrower. Documents and co-borrowers are planned.
Where is my data kept? The connector keeps settings, encrypted credentials and IDs, not borrower details. See Security and your data.
What does it cost? Pricing is per business account. Email support@definitiveconnector.com for current pricing. The workflow action is a premium workflow action; your CRM provider may charge a small fee per run.
Is it made by ICE Mortgage Technology? No. Definitive Connector is made by e360 and isn't affiliated with or endorsed by ICE Mortgage Technology. Encompass® is a registered trademark of ICE Mortgage Technology, Inc.
Need help? Email support@definitiveconnector.com. We reply within 24 hours. Please don't send passwords, client secrets or borrower details such as Social Security numbers.