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Encompass is ICE Mortgage Technology’s loan origination system. Connecting it lets an administrator pull loans out of Encompass and into Leaf360, and match Encompass’s own milestones to the loan statuses your pipelines already use.

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Where it is, and who sets it up

Open Settings, then Integrations. The Encompass card sits among the built in connectors, described there as syncing Encompass loans into your workspace and keeping loan contacts, team members and stages up to date.
The Encompass card is administrator only. It does not appear on the Integrations shelf for anyone else, and the connection it creates is shared by the whole company rather than owned by one person.

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Connecting

Opening the card starts on a Settings tab, asking for the credentials Encompass issued your company: a Client ID and Client Secret, and optionally a Username and Password for accounts that need them. A Webhook Secret field lets Leaf360 verify that updates claiming to come from Encompass really do. Two switches sit below the credential fields: Test Connection checks the credentials without saving anything. Save stores them, and Delete Config removes the connection entirely, company wide. Once connected, four more tabs open up: Loans, Webhooks, Milestones and Event Log.

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Pulling loans in

The Loans tab is where loans actually move from Encompass into Leaf360.
  • Pick which Encompass loan folders to pull from. Administrators can add a folder by name if the one they need is not already listed.
  • Search by borrower, loan number, or paste one or more Encompass GUIDs directly.
  • Sort by last modified, loan number, borrower name or loan amount, and switch on Hide synced to see only what has not been pulled yet.
  • Pull Encompass Loans brings back the matching list from Encompass.
  • Select one or many and click Sync selected to Workspace. Loans already pulled once show as synced, and the same button becomes Re-sync selected to pull the latest version of ones you have already brought in.

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Matching Encompass milestones to your statuses

The Milestones tab is where an administrator tells Leaf360 what an Encompass milestone means in terms of your own loan pipeline. Leaf360 pulls the list of milestones your Encompass setup uses and proposes a match to one of your company’s loan statuses for each one, scored by how confident the suggestion is. An administrator can accept a suggestion, pick a different status from the list, or leave a milestone unmapped. See Pipeline Stages for how those statuses group into the stages a loan pipeline shows.

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Webhooks and the event log

The Webhooks tab creates a subscription so Encompass can push updates to Leaf360 as they happen, verified using the webhook secret entered on the Settings tab, rather than relying only on someone clicking Pull. The Event Log tab lists what has come through, useful when a loan does not look like it updated the way you expected.

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Common problems

It is administrator only. Ask an administrator at your company to set it up, or to check whether it is already connected.
Those tabs only open once the connection is active. Save valid credentials on the Settings tab and confirm with Test Connection first.
Check the Milestones tab. If that Encompass milestone is not mapped to one of your loan statuses, or is mapped to a different one than you expected, the pulled loan will not land where you expect it to.
Check the loan folders selected on the Loans tab, and whether Only sync Retail loans is switched on, on the Settings tab.