Integration

BNTouch

Encompass

Native Encompass integration, built and maintained by BNTouch

Two-way data flow between your CRM and your LOS. Loan status, borrower data, and document events sync automatically. No middleware. No Zapier. No broken connections when either side pushes an API update.

How the integration works

Step 01

Connect once

Enter your Encompass credentials in BNTouch. Authentication handshakes establish the secure connection. One-time setup.

Step 02

Map the fields

Default field mapping handles the standard mortgage objects. Custom fields mapped by your specialist (or by you if you prefer).

Step 03

Data flows both ways

BNTouch pushes borrower data to Encompass. Encompass pushes loan status back to BNTouch. You see the same truth in both systems.

What syncs between BNTouch and Encompass

Borrower contact: BNTouch → Encompass when loan application starts
1003 data: BNTouch digital 1003 syncs to Encompass loan file
Loan status updates: Encompass → BNTouch on every milestone (app received, processing, underwriting, approval, clear-to-close, funded)
Document events: Encompass → BNTouch when documents are uploaded, reviewed, or required
Conditions and stipulations: Encompass → BNTouch, triggering borrower communication workflows
Closing and funding: Encompass → BNTouch, activating post-close nurture sequences

What you get

Zero double entry

Enter borrower data once in BNTouch; it flows to Encompass. No retyping, no transcription errors.

Live loan status in CRM

Your LOs see up-to-date loan status in the CRM without switching to Encompass. Real-time borrower communication driven by real status.

Automated post-close activation

Funded loan in Encompass triggers BNTouch’s 5-year post-close drip automatically. The nurture starts before you’ve told anyone.

No middleware to maintain

Direct integration, maintained by BNTouch. No Zapier workflows to debug, no middleware fees, no fragile connections.

Setup process

Credentials exchange: You share Encompass API credentials with your BNTouch specialist (encrypted channel). No passwords over email.
Field mapping: Default field map covers 90% of mortgage fields. Custom fields and workflows are mapped by specialist or by you. Typical setup: 1-3 hours.
Test in sandbox: Before going live, the integration runs against your Encompass sandbox to verify data flow. You approve what moves where.
Production cutover: Flip to production. Data starts flowing. Monitor for 24-48 hours; your specialist watches alongside.
Ongoing monitoring: BNTouch monitors the integration continuously. If Encompass pushes an API update that affects behavior, BNTouch’s team handles it. You don’t.

Frequently Asked Questions

Is this integration custom-built or native?

Native. BNTouch maintains the Encompass connector as part of the product. Not Zapier, not a third-party middleware.

What Encompass SKUs are supported?

Encompass (desktop), Encompass Web, and Encompass eClose. Supports standard field set and most custom fields.

How long does setup take?

Typical setup: 1-3 hours for a standard configuration. Custom field mapping or non-standard workflows extend to 4-8 hours. White Glove Service handles setup end-to-end if you want hands-off.

What happens when Encompass pushes an API update?

BNTouch monitors API changes and updates the connector. Your team doesn’t debug integration failures when Encompass ships a new version.

Is there a per-integration fee?

No. Encompass integration is included in BNTouch plans. No additional per-connection or per-LO fees.

See the BNTouch + Encompass integration live

Book a 30-minute demo. We’ll show the data flow, the field mapping, and the automated post-close workflows triggered by Encompass status updates.