The Power of Encompass With Salesforce
When it comes to choosing the right systems to bring your mortgage borrower experience vision to life, there is no better combination than Salesforce Service Cloud or Financial Services Cloud (FSC) integrated with Ellie Mae Encompass.
Unlock Your Mortgage Data
Both Salesforce and Encompass are open platforms and connection-forward, allowing you to unlock your mortgage loan processing data across your organization. That means you can
- Easily leverage your Encompass data within Salesforce to deepen the borrower relationships with additional products and services long after the loan has closed;
- Quickly uncover and address systemic funding and processing issues;
- Achieve new levels of organizational transparency and efficiency.
Transform Your Borrower Experience
Bringing Encompass data into Salesforce allows your frontline branch and contact center teams to handle borrower inquiries within Salesforce — instead of interfacing with Encompass or needing to transfer the borrower to another team.
- Salesforce is the customer relationship management platform with robust collaboration, communication, prediction, and visualization capabilities.
- As the loan origination system, Encompass plays a key role in processing the loan and ensuring compliance is met.
- The more these two are integrated, the smoother the experience for borrowers, loan officers, and customer support.
With the EMS Encompass Connector You Can:
Boost client satisfaction with a seamless journey from lead to loan
Close more leads faster through advanced automation
Provide a 360 view of the lead to loan process
Grow business by identifying opportunities in existing client base
We’re Your Encompass Salesforce Integration Experts
EMS is a proud partner of both Ellie Mae and Salesforce. Our dedicated financial services team has extensive experience with both platforms. We are your go-to resource for integrating Salesforce Financial Services Cloud with Encompass.
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How EMS Integrates Encompass with Salesforce
Real-Time Encompass Connector
Achieve real-time data flow between Encompass and Salesforce with the EMS Encompass Connector. Loan processors can work entirely in Salesforce, and frontline Salesforce users can see the most updated loan-in-process information directly within Salesforce.
- Unlocking real-time data flow between Encompass and Salesforce lets your loan officers and customer support teams work entirely in Salesforce.
- Frontline staff can access, view, and interact with the most up-to-date loan information in Salesforce without needing to do anything in Encompass.
- Leadership and management can have access to real-time Encompass data in Salesforce Reports and Dashboards.