Definitive ConnectorWhat the connector keeps
| Kept | How |
|---|---|
| The account's settings and field mapping | Stored as entered |
| The Encompass connection | The password and client secret are encrypted (AES-256) as they arrive and never shown again |
| Access to your CRM account | Encrypted |
| Links between loans and CRM records | IDs and loan numbers only |
| A history of what it did | IDs, results and error codes, kept for 90 days |
What it doesn't keep
Borrower names, emails, phone numbers, addresses, dates of birth, Social Security numbers, loan amounts and documents. These pass through while a loan or contact is synced, and are never written to the connector's storage or logs.
How it's protected
- All traffic uses HTTPS.
- Credentials and access tokens are encrypted at rest.
- Deliveries from Encompass and from the CRM are checked for a valid signature; anything unsigned is refused.
- The settings page signs you in through your CRM, and only account admins can change settings.
- Backups are made daily and kept for 7 days; credentials stay encrypted in them.
- In Encompass, the connector acts only as the API user you created, with that user's rights.
What it asks your CRM for, and why
| Access | Used to |
|---|---|
| Contacts (read and write) | find or create borrowers, keep their details current, add the encompass tag and notes |
| Opportunities (read and write) | keep each loan's opportunity in your pipeline |
| Users (read) | match loan officers to CRM users by email |
| Custom fields (read) | offer your custom fields in the field mapping |
| Workflows (read) | make the "Create loan in Encompass" action available in workflows |
Where it runs
The connector runs on servers operated by e360 in the United States. Traffic reaches it over HTTPS through Cloudflare's network, which also shields it from attacks. Borrower details pass through only while a loan or contact is synced (see above).
When you leave
- Disconnect Encompass: removes the Encompass login and the loan-event subscription; settings stay.
- Uninstall: deletes everything kept for the account. Backups roll off within 7 days.
See Disconnecting and uninstalling.
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.