Easily connect your Encompass file contacts with Big Purple Dot's integration. You can sync any Encompass File Contacts to various roles in Big Purple Dot. This means more automation, sending messages during the loan journey, and boundless collaboration through the Lender Connect app. Unlock the potential of Big Purple Dot's power!
Default File Contacts
Our default configuration is designed to sync the Loan Originator, Buyer's Agent, and Seller's Agent directly from your Encompass file contacts.
Loan Originator
Loan Originators are assigned to the contact as a Big Purple Dot user.
| Encompass Field Label | Field ID | Big Purple Dot Field ID | |
| Loan Officer Name | 1612 | ⇨ | 1003_name |
| Loan Officer Phone | 1823 | ⇨ | 1003_phone |
| Loan Officer Email | 3968 | ⇨ | 1003_email |
| Loan Officer NMLS | 3238 | ⇨ | |
| Loan Officer State | 321 | ⇨ |
Buyer's Agent
Buyer's agent's by default are assigned as the Outside Partner role, Buyer's Agent.
| Encompass Field Label | Field ID | Big Purple Dot Field ID | |
| Buyer's Agent Name | VEND.X139 | ⇨ | 1003_buyer_s_agent |
| Buyer's Agent Email | VEND.X141 | ⇨ | 1003_buyer_s_agent_email |
| Buyer's Agent Phone | VEND.X140 | ⇨ | 1003_buyers_agent_phone |
Seller's Agent
Seller's Agent by default are assigned as the Outside Partner role, Seller's Agent.
| Encompass Field Label | Field ID | Big Purple Dot Field ID | |
| Seller's Agent Name | VEND.X150 | ⇨ | 1003_seller_s_agent |
| Seller's Agent Email | VEND.X152 | ⇨ | 1003_seller_s_agent_email |
| Seller's Agent Phone | VEND.X151 | ⇨ | 1003_seller_s_agent_phone |