Using Encompass, loan officers can originate loans and push the relevant borrower, partner, and loan data to Aidium. Pushing this data to Adium allows us to trigger automations based on almost any criteria.
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 Aidium.
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 Aidium. 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 Aidium 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 Aidium?
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 Aidium
- 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 Aidium
- 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 Aidium 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
|
Aidium 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 |
Aidium 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 |