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Encompass Lead Export
Automate the export of lead data as loan applications.
Source Type:
Loan Origination
Delivery Format:
API
Integration Type:
Loan Application Export
Website:
Encompass Website
Overview
The Encompass Lead Export integration allows SalesExec users to seamlessly export lead data as loan applications into the Encompass platform. This integration eliminates manual re-entry of data, reduces errors, and accelerates the loan origination process by leveraging configurable field mappings between SalesExec and Encompass.
How It Works
- Admins configure field mappings between SalesExec lead fields and Encompass loan application fields using the admin UI.
- When a lead meets export criteria, SalesExec sends the mapped data to Encompass via API, creating a new loan application record.
- All mapping logic and export actions are managed within SalesExec; no manual intervention is required after setup.
Benefits
- Automated Loan Creation: Export leads as loan applications with a single action, reducing manual work.
- Configurable Field Mapping: Map only the fields you need, per account and lead type.
- Faster Loan Origination: Accelerate the process by eliminating duplicate data entry.
- Data Consistency: Ensure accurate and consistent data transfer between systems.
Auth and Settings
| Setting | Description |
|---|---|
| Enabled Flag | Turns the integration on or off for the account. |
| Field Mappings | Configurable mapping of SalesExec lead fields to Encompass loan application fields. |
Data Exchange
Outbound (SalesExec → Encompass)
| Action / Endpoint | Description |
|---|---|
/leads (Encompass API) |
Creates a new loan application from mapped SalesExec lead data. |
Lead Field Mapping
| SalesExec Field | Encompass Field | Description |
|---|---|---|
| (Configurable) | (Configurable) | Admins map any SalesExec lead field to any Encompass loan field as needed. |
Inbound (Encompass → SalesExec)
None
Note
All field mappings are managed in the SalesExec admin UI. No inbound data or webhooks are supported for this integration.
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