Short answer
An Encompass integration connects ICE Mortgage Technology's loan origination system to Salesforce or HubSpot, sending leads into Encompass and bringing loan milestones back to the CRM so borrowers and referral partners get timely updates.
How the Encompass integration works
Encompass is the system of record for loan files. The CRM manages marketing, leads, referral partners and post-close relationships. Integration keeps both sides in step, from application to closing and beyond.
What syncs
- Leads and borrower details
- Loan milestones and status
- Loan officer assignment
- Closing dates for post-close follow-up
Integration options
- Encompass APIs through middleware
- Scheduled milestone updates
What to plan for
- Sensitive borrower data restrictions
- Milestone definitions
- Loan officer mapping
Frequently asked questions
Can the CRM notify realtors at each milestone?
Yes. Milestones from Encompass can trigger CRM automation for borrowers and referral partners.
Is borrower data safe in the CRM?
Only the data needed should sync, protected by field-level security and access controls.