Getting started

Definitive Connector keeps Encompass® and your CRM in sync.

• Loans to your CRM: each loan's borrower becomes (or matches) a contact, and the loan's opportunity moves through your pipeline as Encompass milestones are reached.
• Your CRM to Encompass: the "Create loan in Encompass" workflow action starts a loan from a contact, without duplicates.
• Your fields, your way: every value that moves is a row in the field mapping, including your own custom fields on both sides.

What you need

• An Encompass instance with API access: an API user and an API client (client ID and secret). Your Encompass administrator sets these up; see Setting up Encompass.
• Admin access to your business account in the CRM, to install the connector and change its settings.
• To use the workflow action: premium workflow actions turned on for the account. Your CRM provider may charge a small fee per run of a premium action.

Set up

1. Install Definitive Connector from the App Marketplace and approve the access it asks for. Why it needs each one is in Security and your data.
2. Open Definitive Connector from your business account's left menu.
3. Encompass connection: choose the environment (Production, or Test for a test instance), enter the instance ID, API user and password, client ID and client secret, then Save and test. The connector signs in to Encompass before anything is saved, then subscribes to loan updates for this account.
4. Pipeline: pick the pipeline for your loans and match each Encompass milestone to a stage. Tick the milestones that close an opportunity as won (Funding, Shipping, Purchased and Completion to start with). See Pipeline and milestones.
5. New loans: pick the loan folder, a loan template if you use one, the loan officer role, and a default loan officer. See the workflow action.
6. Field mapping: check the rows. The defaults cover the borrower's name, email, phone, address and date of birth, plus the action's loan amount and purpose. See Field mapping.

Try it

• Create a loan: add "Create loan in Encompass" to a workflow and run it on a test contact. Within a few seconds the loan is in Encompass, and the action's outputs give its loan number.
• Watch a loan move: finish a milestone on that loan in Encompass. Its opportunity moves to the matching stage, usually within a minute.
• See what happened on the Activity tab.

Who can change settings

Account admins can change the connector's settings; everyone else in the account can view them. You sign in through your CRM, so there's no separate password.

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.