Floify supports one-way syncing of milestones, from Encompass to Floify. If a milestone gets checked in Encompass, the corresponding milestone can be automatically checked in Floify, with normal email/text notifications being delivered for the checkoff to borrowers and third-parties.
Company administrators can configure Encompass milestone sync for the entire company. When set up, a single milestone collection is configured at the company level, which overrides LO teams (in other words, LO teams are not able to customize their milestones when this is configured).
When you enable milestone sync, it will apply to new loans moving forward (from the time the sync is first enabled at the company level).
Your existing loans will continue to use/show the milestones that they already have, and will not be synced with Encompass.
Archived loans are still considered for milestone sync.
How to Set Up
Once the Encompass connection is established, the milestone mappings will need to be established.
In the company dashboard, navigate to Company Settings > Basic Settings > Milestones Settings and select the option to Edit Milestones Settings:
Select the checkboxes to Enable company-enforced milestones for your LO Teams and Enable automatic milestone sync with the LOS:
You'll see the milestone table automatically updated with a list of company milestones. From here, you'll be able to control what milestones are enabled for your company, and preview, edit, or delete milestones with the icons towards the right of the milestone name:
You'll notice the Human-Friendly LOS Milestone Name and LOS Field ID columns which are not set by default. These columns are used to map to your Encompass instance. When adding or editing a milestone here, you will see options to specify these values (as in the screenshot below).
For the Human-Friendly LOS Milestone Name field, you can enter any value you'd like. This field is purely informational. It's included as a sort of reference marker, to help other users looking at the table identify what Encompass milestone is being referenced.
For the LOS Field ID, this should be a field that is populated only when the Encompass milestone is checked off. This must be the field in Encompass containing the milestone checkoff date (the value in this field is used to populate the checkoff date in Floify), and the date should be in the format MM/dd/yyyy HH:mm:ss (e.g., 12/20/2018 11:32:45). If you aren't sure what field ID to use here, consult your Encompass administrator:
After you've saved your milestone settings, you'll see the updated values in the table. You can mix and match Floify and Encompass milestones – not all of your Floify milestones have to map to Encompass milestones, and vice-versa. You can utilize this to choose which milestones are synced from Encompass:
Once all your milestones are configured here, you're all set! When a milestone is checked off in Encompass, the corresponding Floify milestone, per your configuration, will be automatically checked. Email / SMS notifications are also delivered as expected.
When a milestone is checked off, in addition to populating the checkoff date on the Floify milestone, Floify will also populate the loan address (Encompass field 11) into the corresponding Floify loan address field, if there is not already an address on the Floify loan. Once the Floify loan has an address saved, subsequent milestone checkoffs from Encompass will not update the address:
The email and text notifications will be delivered using the last saved settings from the most recent milestone on the loan. If there hasn't been a milestone saved or checked off, email and text notifications are enabled to each recipient by default.
Please note that whatever is listed in the milestone modal for the particular loan flow will override the notification settings for the company/team. For example, if third parties are included in the settings, but unchecked in the milestone modal, then Floify will NOT send out notifications to those users.
If you want to change the settings for a particular loan flow, just go into the loan, open any milestone, and check or uncheck the boxes for each recipient. Then select Save in the lower-right corner to save the settings for this loan. The settings are re-used for each milestone going forward: