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.
Mapped fields show the synced data, making it easy for the user to see and use it. Users can filter contacts in Big Purple Dot, create saved lists, and even use this data in email and SMS templates for more personalized communication.
Default Field Mappings
Our default field mappings make integration a breeze, speeding up the process. These fields will automatically transfer to Big Purple Dot. If they're not already available, you'll need to add them to the Encompass Reporting Database (ERDB).
| Encompass Field Label | Field ID | BPD Mapping | |
| Borrower First Name | 4000 | ⇨ | Contact |
| Borrower Middle Name | 4001 | ⇨ | Contact |
| Borrower Last Name | 4002 | ⇨ | Contact |
| Borrower Home Email | 1240 | ⇨ | Contact |
| Borrower Cell | 1490 | ⇨ | Contact |
| Borrower Home Phone | 66 | ⇨ | Contact |
| Borrower Work Phone | FE0117 | ⇨ | Contact |
| Borrower DOB | 1402 | ⇨ | Contact |
| Co-Borrower First Name | 4004 | ⇨ | Contact |
| Co-Borrowers Middle Name | 4005 | ⇨ | Contact |
| Co-Borrowers Last Name | 4006 | ⇨ | Contact |
| Co-Borrower Home Email | 1265 | ⇨ | Contact |
| Co-Borrowers Cell | 1480 | ⇨ | Contact |
| Co-Borrowers home Phone | 98 | ⇨ | Contact |
| Co-Borrowers Work Phone | FE0217 | ⇨ | Contact |
| Co-Borrowers DOB | 1403 | ⇨ | Contact |
| Property Street | 11 | ⇨ | Loan |
| Property City | 12 | ⇨ | Loan |
| Property State | 14 | ⇨ | Loan |
| Property Zip Code | 15 | ⇨ | Loan |
| Number of Units | 16 | ⇨ | Loan |
| Mailing Street | 1416 | ⇨ | Loan |
| Mailing City | 1417 | ⇨ | Loan |
| Mailing State | 1418 | ⇨ | Loan |
| Mailing Zip Code | 1419 | ⇨ | Loan |
| Loan Officer Name | 1612 | ⇨ | User |
| Loan Officer Phone | 1823 | ⇨ | User |
| Loan Officer Email | 3968 | ⇨ | User |
| Loan Officer NMLS | 3238 | ⇨ | User |
| Loan Officer State | 321 | ⇨ | User |
| Buyer's Agent Name | VEND.X139 | ⇨ | Role |
| Buyer's Agent Email | VEND.X141 | ⇨ | Role |
| Buyer's Agent Phone | VEND.X140 | ⇨ | Role |
| Seller's Agent Name | VEND.X150 | ⇨ | Role |
| Seller's Agent Email | VEND.X152 | ⇨ | Role |
| Seller's Agent Phone | VEND.X151 | ⇨ | Role |
| Buyer's Attorney Name | VEND.X117 | ⇨ | Role |
| Buyer's Attorney Phone | VEND.X118 | ⇨ | Role |
| Buyer's Attorney Email | VEND.X119 | ⇨ | Role |
Custom Field Mapping
Big Purple Dot can map extra fields tailored to your account. If you need custom field mapping, include these fields on the Field Mapping Worksheet that will be used to provision your Encompass Integration. Remember, make sure these fields are also in the Encompass Reporting Database.