Overview
Experience.com’s integration with Encompass lets enterprise customers send automated surveys to loan customers during and after key moments in the lending/homebuying process. The Experience.com Encompass integration allows you to:
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Transactions ingested from Encompass into the XMP are labeled as verified transactions.
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Pre-requisites for Integrating with Encompass
Several prerequisites must be met before Experience.com can access and ingest transaction data from Encompass for a specific organization. While a Primary Point of Contact (POC) is essential for managing the relationship between Experience.com and their organization, it may be beneficial to request the participation of the organization’s Encompass Administrator, who has the permissions and knowledge required to complete the integration configuration with Experience.com ’s XMP.
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Field | Field ID |
|---|---|
Borrower First Name | 36 |
Borrower Last Name | 37 |
Borrower Email | 1240 |
Co-borrower First Name | 68 |
Co-borrower Last Name | 69 |
Co-borrower Email | 1268 |
Loan Officer Name | 317 |
Loan Officer Email | 1407 |
Loan Number | 364 |
City | 12 |
State | 14 |
Loan Purpose (Purchase, Refi, etc.) | 19 |
Loan Type (FHA, Conventional, etc.) | 1172 |
Add Integration
Once the lender has completed the prerequisites, an Experience.com team member or technical POC can finalize the configuration of the Encompass connection using the steps below. At this point in the process, Experience.com should have access to all necessary information from Encompass. Now is the time to create and activate an Encompass configuration and connect it to a Campaign to automate surveys.
Create a new Encompass configuration in the Account’s Ingestion Setup.
To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click Encompass, and then click the blue “New Connection” button.
Using the information gathered earlier in the process, enter the following information. Once the information has been entered, click anywhere within the Encompass Configuration drawer to begin testing the connection automatically.
A connection name
Instance ID
This should start with “BE”
Client ID
Client Secret
Date Filter Field
All fields used in the XMP must begin with “Fields.” For example, if the Encompass field is 1997, enter “Fields.1997”
Once the information has been verified, a notice message will confirm that the information is verified and the configuration has been created. The connection can be Saved. Add the Encompass ingestion source to an active Campaign to automate transactions using the newly configured Encompass connection.
Potential Errors when Configuring Encompass
The following are potential errors encountered when configuring an Encompass connection and the likely scenario(s) that could have caused the error. Rectifying the situation will allow the configuration to be created successfully.
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