Encompass Salesforce Integration
Leverage Silverline’s expertise to integrate your loan origination system with Salesforce
Leverage Silverline’s expertise to integrate your loan origination system with Salesforce
Encompass, an industry-leading loan origination software for banks, credit unions, and other mortgage companies, helps mortgage lenders originate loans, reduce origination costs, and facilitate regulatory compliance.
Many financial institutions also use Salesforce to engage with their customers and members.
With an Encompass Salesforce integration, you can easily transfer data between Encompass and Salesforce, allowing you to streamline your mortgage lending process and build a better experience.
Manage the lead-to-loan process within Salesforce and then seamlessly transfer borrower and loan information back and forth between Encompass without rekeying the data.
Leverage your loan data through Salesforce workflows, alerts, and marketing campaigns to improve the loan experience and provide more transparency to your borrowers.
Provide a full 360-degree view of your clients, including mortgage loan status and amount, to support agents, loan officers, sales members, and more. Use your data to inform upselling of products in other lines of business.
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
We’re also an official Encompass Integration partner, and have helped many clients integrate the two software. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and also meets your unique needs.
Learn more about how Silverline can help you integrate Encompass and Salesforce.