Encompass License Sync

Overview

The Licenses on the Business Card on your Landing Page can include your NMLS ID and state licenses, which can be synchronized from the Encompass LOS. Additionally, the licenses available on the Loan Application and Loan Flow interfaces can be synced up with your Encompass LOS licensure as well.

How to Setup

Company Dashboard

On the Company Dashboard, navigate to Company Settings > Basic Settings > Edit Basic Settings. Find the section for Licensed States and check the box the Enable Restriction to Licensed States. Press Save.

Turning this setting on restricts licenses listed in the prospect application and the loan flow to states an LO is licensed in. This setting is not required for the profile + landing page license sync.

User Profile Setup

On the team dashboard, navigate to the profile settings for the LO by clicking on the email in the top right corner:

Select Edit Profile:

Enter in the Encompass User ID and press Save Profile:

Team-Level  Setup

Next, navigate to Team settings > Integrations > Encompass Integration:

In the Encompass Integration Settings, input the Encompass User ID and Branch Organization Code and press Save:

Updating Licenses

Once configured, the profile licenses and team licenses should sync automatically on a nightly basis, but you can also manually call for an update before that nightly refresh as well as update any licenses you may have synced.

Profile Licenses

From the team pipeline, select your email address in the top right-hand corner:

Scroll down to Licenses and then select Edit Licenses:

In this view, you can select the Update from Encompass button to have the system sync your profile licenses with the connected Encompass account:

Success! This will refresh your licenses that are listed in Encompass that are on the available list of licenses in Floify. Those licenses will now display on your landing page. If the license restriction is on, they will also appear in Start New Loan Flow, Edit Loan Flow, and the Apply Now Application drop down lists.

Branch Licenses

In addition to LO licenses, you may wish to display certain Branch level licenses on the profile. These licenses do not impact the application and loan flow list of states, but can be displayed on the Landing Page.

To set these, on the team you want to update the licenses for, navigate to Settings:

In the settings, navigate to Team Info > Licenses > Edit Licenses:

In this view, you can select the Update from Encompass button to have the system sync your team licenses with the connected Encompass account:

Licenses for the Branch/Team will now be up to date!