Sync data between Encompass and Big Purple Dot without manual data entry or messy, time-consuming imports.
Here's what you can do:
- Live sync loans from Encompass to Big Purple Dot in real time
- Map fields from Encompass into Big Purple Dot
- Automate status tags, emails, and text messages based on milestone or field triggers
- Add any file contacts as outside partners
- Assign users from loan files (ex. Loan Processors) as BPD users
✅ Sync Encompass loan files with Big Purple Dot contacts
Say goodbye to manual data entry! Seamlessly sync loans and contacts between Big Purple Dot and Encompass. Whenever a loan file is created or updated in Encompass, the corresponding information will effortlessly sync with the associated contact in Big Purple Dot, all in real time.
✅ Sync triggered by milestones or fields
Our integration isn't limited to milestones only. You have the power to set up automation triggers based on specific fields in Big Purple Dot. Your data syncs precisely as you desire, putting you in full control.
✅ Default and custom field mappings
Field mappings bridge data from Encompass to Big Purple Dot. Our default mappings are ready to use, ensuring swift setup. For added flexibility, custom mappings enable you to design your own connections or modify defaults as needed.
✅ Sync file contacts and loan team members
Enhance collaboration and communication by linking file contacts and loan team members with contacts in Big Purple Dot. This enables you to create tasks and send emails and text messages to those involved in the loan process.
To enable Encompass Integration, ensure you have the Encompass Integration add-on for your account. Reach out to our Big Purple Dot sales team or support to initiate the activation process.
- Encompass InstanceID (Client ID): This is needed to secure access to the Encompass API key.
- Encompass Administrator's Email: Collaboratively, we'll liaise with your Encompass administrator and ICE Mortgage technology to acquire the API key access.