Encompass® Salesforce Integration
With our Salesforce Encompass® integration capabilities, you can sync your LOS for effortless data exchanges, shortened loan cycles, and an effectively differentiated borrower experience. Our Encompass® salesforce integration services reduce the hassle from lead capture through loan closing by automating key workflows, decreasing manual input, and improving team collaboration. We will create solutions that are custom-fitted to your operations.
Get your systems talking to each other, starting today with a free strategy session!
Complete Solutions for your
Leverage Encompass® Salesforce Integration The Smarter Way!
Whether it is high-volume pipeline management or individualize member services, having Encompass® communicate with Salesforce gives lenders a smarter way to work together. Encompass® LOS integration with Salesforce offers comprehensive solutions- we can customize for data file transfer, workflow automation, custom API builds and ongoing support. We will work with you to create a solution that aligns with your business objectives, specially designed for faster loan processing, more engagement from your customers and more thoughtful compliance management. Let us optimize your mortgage return on operations!
Get in touch
Transform your lending process, increase collaboration for your team, and improve the borrower experience. Call us today for a free consultation of Encompass® Salesforce and know how we can help you automate, expedite, and optimize your loan origination process!
Our Custom Salesforce Integration Process
Explore our suite of Salesforce integration services and solutions that help you drive successful Salesforce adoption across your workflows.
Specify Integration Requirements
We begin by identifying any external systems that need to connect with Salesforce and what data and information needs to be shared. Then we also identify specific business requirements, data format, frequency of updates, and user role to make sure that the integration aligns with whatever is best for the business.
Establish API Authentication
When connecting external systems to Salesforce APIs, we use secure authorization methods, such as OAuth 2.0 in the second step. This proper authentication ensures that the privacy of the data is respected, access control is enforced, and sensitive business information can be transmitted safely while the systems are communicating.
Create Data Sync Workflows
Our experts design workflows that can effectively manage the 'how' and 'when' data is pushed or pulled between Salesforce systems and other platforms. We also determine if, and how often, a real-time sync is needed vs. a scheduled sync depending on business needs. The longer syncs are delayed, the higher the potential for inconsistency and inaccuracy in the data across systems.
Logging, Error Handling, and Test
When creating the integration, we understand the need to develop logging to track all integration activity and catch issues as early as possible. Our team of experts successfully establish error handling to gracefully handle failures. Each integration scenario is thoroughly tested to confirm a reliable experience with real-world use cases!
Why Choose Our Encompass®
Developers?
Our senior Encompass® developers are proficient in optimizing workflows by expertly integrating driven solutions with precise Encompass® testing to ensure smarter and efficient operations.
On-time delivery
We recognize the fast-paced nature of mortgage operations. That's why we promise to deliver each project on time—no delays, no surprises—so your business continues in the direction you want it to go, with little to no interruption in Encompass® salesforce!
24/7 Support
Mortgage lending doesn't stop, and neither do we. Our specialists are available 24/7 to respond to your needs, fix issues, introduce changes, and support you as needed. We are here to answer all your queries with our best expertise!
Deep Industry Knowledge
After years of life in the industry at different levels, our developers of salesforce Encompass® integration know the ins and outs of compliance, automation, and loan processing—and from day one, you will receive a more informed, useful solution!
Scalable Solutions for Growth
Your business is always evolving, so should your systems. We will deliver both flexible, forward-thinking Encompass® customizations and integrations that can grow along with your team, and aspirations!
Seamless Integration Solutions with Awesome Technologies
At Awesome Technologies Inc. we provide a connection of the training systems that make your operation efficient and achieve better outcomes. We have extensive experience in Encompass® Salesforce integration and can provide integration outcomes specific to your business goals. Your interface between critical systems is considered as per relevant industry standards. We will provide end-to-end support to get an outcome delivered—this does not stop at going live! Awesome Technologies Inc. provides an integration experience that is seamless, secure, scalable and provides great performance outcomes from your initial strategy through eventual long-term post-go live integration. If you’re ready to connect Encompass® and Salesforce, Awesome Technologies Inc. is here to help!
Result-driven Encompass®-Salesforce Integration
Transform your mortgage workflow with a custom Encompass® Salesforce integration, built by experts familiar with both platforms and the lending industry. Our Encompass experts help you break down data silos, eliminate manual entry, and automate critical processes—from lead capture in Salesforce to loan origination. We do not simply connect systems, we connect and align them to your business objectives. Whether you seek real-time data synchronization, milestone tracking, or custom API development, our experts deliver secure, scalable integrations that improve speed, accuracy, and compliance. Stop using off-the-shelf Salesforce Encompass® integration solutions that fail to fit. Let’s work together to build a smarter, faster, and more integrated mortgage process!
Looking For Something Else?
Find answers to common questions about our Encompass® Integration Services
Encompass LOS integration with salesforce creates a single environment where CRM meets Loan Origination. This helps to reduce manual data entry, eliminate data errors, and offer real-time visibility into the loan status and information for borrowers throughout the process. Integrating Encompass with Salesforce allows your sales, operations, compliance and marketing teams to collaborate more efficiently while improving the borrower’s experience and reducing the turnaround time for loan cycles.
Yes, Encompass can integrate with Salesforce, but not out of the box. Encompass typically requires the use of Encompass Developer Connect APIs and Salesforce APIs, either in a custom solution, or through a middleware platform. Consulting partners or integration specialists will usually get involved to ensure a secure, reliable, and scalable connection between the two systems!
The integration of encompass salesforce is predominantly utilizing Encompass Developer Connect APIs which are RESTful API’s in actual. They can access loan files, borrower information, milestones and documents. From a Salesforce perspective, we either use Salesforce REST or SOAP APIs to get or push data into standard or custom objects. Middleware solutions may also use OAuth 2.0 for authorization and event triggers to push updates in real time!
Data that we most commonly sync includes: borrower information (name, contact, income), loan applications, loan status/milestones, documents, tasks and notes. In Salesforce, this maps to Leads, Contacts, Opportunities and any custom objects. The goal of syncing this information is to maintain both systems reflecting the same borrower journey from inquiry to closing the loan.
Successfully mapping fields begins with understanding the Salesforce fields that are related to fields in Encompass, including documentation and scrutiny of field data format and business logic. It can take some significant configuration of custom mapping scripts or middleware products to be able to transform and route the data correctly. Involving resources from the CRM and LOS groups will help minimize data mapping mistakes.
Yes, assuming it is done right, the salesforce encompass integration can be secure and compliant. Encompass APIs use OAuth for authentication, and provide secure data transfer. Salesforce also has enterprise-level security practices. Following the best approaches, being compliant with regulations, such as GLBA and CFPB guidelines, requires encryption, audit logging and user access control within the integration.
If there’s anything else you’d like to know about Encompass® Services, feel free to reach out.
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