Definitive Connector

Support and help

Setup guides and answers for account admins and Encompass administrators.

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.

Help articles

  1. Getting started
    What you need, and how to set up each tab.
  2. Setting up Encompass for the connector
    The API user and API client, for your Encompass administrator.
  3. The "Create loan in Encompass" workflow action
    Inputs, what happens when it runs, outputs, and what to do when it fails.
  4. Pipeline and milestones
    How milestones move opportunities, and workflows that start from them.
  5. Field mapping
    Every value that moves, in both directions, and values a field can't take.
  6. Activity and troubleshooting
    The Activity tab, and fixes for common problems.
  7. Security and your data
    What the connector keeps, what it doesn't, and how it's protected.
  8. Disconnecting and uninstalling
    What stays and what goes when you disconnect or uninstall.
  9. Frequently asked questions
    Duplicates, returning clients, speed, shared instances and more.

Contact

Email support@definitiveconnector.com with the business account's name, the loan number and roughly when it happened. We reply within 24 hours.

Definitive Connector is made by e360. It isn't affiliated with or endorsed by ICE Mortgage Technology. Encompass® is a registered trademark of ICE Mortgage Technology, Inc.