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Encompass Connector for Salesforce
Connecting the Encompass and Salesforce platforms
Overview
The Encompass® Connector for Salesforce® is a managed package that establishes a secure bi-directional connection between the Salesforce & Encompass platforms allowing data to seamlessly transfer from both platforms in real time.
See How Encompass Connector for Salesforce Works
Generate Encompass loans from Salesforce - Easily create mortgage loans directly from Salesforce
Access loan information in Salesforce - Create loans, receive real-time updates and check loan statuses without logging into Encompass
Leverage 360-degree reporting capabilities - Gain a single view of your data that can drive insights across all lines of business
The Encompass Connector’s secure connection between Encompass and Salesforce helps your team work more efficiently with the capabilities to: • Access a single system of record for complete borrower information • Check loan statuses and receive updates without leaving Salesforce • Leverage a 360-degree view to drive insights across all lines of business
Categories
- Business Needs
- Integration
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package