• Value Proposition for Loan Officers
• How to Set Up the Integration
• FAQ's
• Tables of Mapped Fields

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Value Proposition for Loan Officers

Providing a single source of truth for data is invaluable to a loan officer.  Encompass is simply not built to be an effective contact management platform.  Our historic sync functionality will bring over years of past client data, providing loan officers a zero-effort method of getting their book of business into Lendware.

With live-loan updates from Encompass, combined with our robust automations feature, loan officers can say goodbye to busywork, as loan updates to borrowers and realtors can be triggered by nearly unlimited criteria.

How to Set Up the Integration

Before an individual user can integrate with Encompass, their organization must reach out to their assigned Implementation Consultant or Customer Success Manager so we can gather information to connect the organization’s Encompass Instance to Lendware.  This process requires action from Ellie Mae, and usually takes 5-10 business days.

Once the organization’s Encompass Instance is integrated, team members can link their Encompass User ID on any team of which they are a member.

Visit our Knowledge Base Article for more details.

FAQs

What Data is Brought into Lendware from Encompass

We bring in the most requested fields from Encompass:

• Borrower and Coborrower Contact Information
• Business Partner Contact Information
• Key Loan Details
• Significant Dates

For a full list of fields mapped from Encompass, see below

What event triggers Encompass Data to send to Lendware?

When a user’s Encompass ID is integrated, we immediately run a historic sync, during which we fetch all loans and related contacts that have been updated within the specified number of months (specification set at the enterprise level).

After the historic sync, there are two trigger events in Encompass: Create Loan and Change Loan.

Create Loan Event

• Loan is saved for the first time in Encompass
• If all required data elements are met, a transaction will be created in Lendware
• Check for existing contacts and create if none exists

Change Loan Event

• Loan is saved in Encompass after any mapped field is changed
• If all required data elements are met, a transaction will be updated in Lendware
• Check for existing contacts if one was modified or a new one was added to the Loan in Encompass

Is the Integration Bi-Directional?

No, the data flows from Encompass to Lendware only.

How can I map additional fields from Encompass?

Any requests to map additional and/or custom fields will be processed by our product & engineering teams.  Please reach out to your Implementation or C.S. rep if you are interested.

Table of Mapped Fields

Exact Field Mapping

Lendware Field	Encompass Field in JSON Payload
Actual Closing Date	closingBillingDate
Application Date	hmda.applicationDate
Appraisal Ordered Date	underwriterSummary.appraisalOrderedDate
Appraisal Received Date	underwriterSummary.appraisalCompletedDate
Closing Disclosure Sent Date	closingCost.closingDisclosure1.cdDateIssued
Conditional Approval Date	underwriterSummary.differentApprovedDate
Credit Pulled Date (Borrower)	applications.borrower.creditReceivedDate
Credit Score (Borrower)	applications.borrower.middleCreditScore
Credit Score (Co-Borrower)	applications.coborrower.middleCreditScore
Down Payment	downPayment.amount
Estimated Closing Date	rateLock.loanScheduledClosingDate
Funded Date	milestoneFundedDate
Income	applications.borrower.annualIncome
Loan Amount	borrowerRequestedLoanAmount
Loan Number	loanNumber
Loan Program	loanProgramName
Loan Purpose	property.loanPurposeType
Loan to Value	ltv
Loan Type	mortgageType
Lock Date	loanSubmission.lockDate
Lock Expiration Date	loanSubmission.lockExpiresDate
Occupancy Type	applications[0].propertyUsageType
Origination Date	originationDate
Rate	requestedInterestRatePercent
Sales Price	purchasePriceAmount
Term	loanAmortizationTermMonths
Transaction Status	milestoneCurrentName

Additional Mapped Fields

FIeld Category	Lendware Field
Transaction	Property Address (Line1, Line 2, City, State, Zip)
Borrower (Related Contact)	First Name, Last Name, Primary Email, Primary Mobile Phone, Home Phone, Work Phone, Birthday, Marital Status, Mailing Address
CoBorrower (Related Contact)	First Name, Last Name, Primary Email, Primary Mobile Phone, Home Phone, Work Phone, Birthday, Marital Status, Mailing Address
Buying Agent	First Name, Last Name, Primary Email, Primary Mobile Phone
Selling Agent	First Name, Last Name, Primary Email, Primary Mobile Phone
Title	First Name, Last Name, Primary Email, Primary Mobile Phone
Escrow Agent	First Name, Last Name, Primary Email, Primary Mobile Phone
Insurance Agent	First Name, Last Name, Primary Email, Primary Mobile Phone
Financial Advisor	First Name, Last Name, Primary Email, Primary Mobile Phone
Broker	First Name, Last Name, Primary Email, Primary Mobile Phone
Builder	First Name, Last Name, Primary Email, Primary Mobile Phone
Buyer’s Attorney	First Name, Last Name, Primary Email, Primary Mobile Phone
Seller’s Attorney	First Name, Last Name, Primary Email, Primary Mobile Phone