The existing Encompass SDK is being deprecated in favor of a more modern and secure API entry point. Some configuration is required on each existing Lender’s part before SocialSurvey can access their data via the API.
Please leave your current Encompass user configuration for SocialSurvey unchanged. We will make the cut-over from the SDK to the API on our end.
How to Use
An Encompass Developer Connect account and an Encompass API user must be created in the lender’s system. The API user may only access your data via the Encompass API via credentials which SocialSurvey has already acquired from Encompass. A review of your Reporting Dictionary is required to assure all necessary data is available to the API.
Create an Account in Encompass Developer Connect
You must have a Developer Connect account for API connectivity. See pages 1 through 3 of Knowledge Article 33614 – Creating an Account in Developer Connect from Encompass on how to create the account. You do not need to generate a new API key; Encompass has generated the API key (aka API User Client ID) referenced in your email
Create an API User in Encompass
The API User Client ID provided in your email must be added to the Encompass Smart Client as an API User. Make sure that you add this user to your production instance of Encompass. Your production Encompass instance ID begins with “BE” and should match the ID provided in your email; if it does not, please notify us before proceeding any further. See the API User – Lender Migration Instructions from Encompass on how to create the API user.
In addition to the instructions above, you will need to attach a Persona to the API User. You may use same Persona attached to your existing SDK user. Make sure the Persona has LO Connect enabled per the Encompass Lender Migration instructions.
Ensure you check the ‘Access to all loans in the same level’ check box and the ‘View’ radio button.
Here is a video which steps through the Persona and API User creation process.
Reporting Database Review
Please verify that the following Encompass Field IDs are in your reporting database and that they have adequate lengths. Email address fields should have a length of at least 64 characters. Please add any which may be missing or your migration will be delayed:
Your Company’s custom fields (ie. Event date, Buyer Agent, Seller Agent, etc.) as enumerated in your migration notification email.
Here is a video which steps through the reporting database review process
SocialSurvey offers several Data Integration Options
Mortgage Lending Specific
Real Estate Specific
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12677 Alcosta Blvd #250 San Ramon, CA 94583 1-925-815-8114
SocialSurvey 414 Union St #1210 Nashville, TN 37219
SocialSurvey has been a great way for my past clients to voice their experience with me and my company at New American Funding. It's a great tool also for us to show potential clients what they can expect by working with me.
SocialSurvey is great--super easy to use and helps promote my business by collecting my testimonials for me. I always love completed tasks, that I DON'T HAVE TO WORK ON!
Here at Newfed we all have been proud issuers of Social Survey. To not have to worry about sending out the reviews after every closing goes a long way. Thanks SocialSurvey for making advertising super easy and profitable.
SocialSurvey is the quickest and easiest way for my clients to leave feedback which has bolstered my business.
SocialSurvey gives the customer a chance to express how they really felt about their experience. Since the loan will have already closed when they do the survey there is little pressure for them to be anything other than honest
SocialSurvey is the single best way I have been able to grow my business. Through their social media presence, it allows me to reach new customers and keep in touch with previous customers.
SocialSurvey has been a vital addition to my work experience with its ability to showcase the positive feedback from customers as well as any other that helps me learn and improve in my profession.
Our company, The Mortgage Company, has used SocialSurvey for years and appreciate the user-friendly platform for our customers and that it links to other social media sites. The customer support is very helpful. I would highly recommend them. I as an individual and my company has a whole was recognized as one their 2019 Customer Satisfaction Winners!
SocialSurvey has done wonders for my reputation. People regularly comment about the great reviews they find online about me and it's one of the main reasons they reach out to do business together. Thank you for making it so easy!
I wasn't sure if I would like SocialSurvey and I wasn't sure if my clients would actually fill it out. But they have and I have gotten comments and likes and I do think that I have gotten interest, if not business, from them. Thank you Social Survey!
The survey allows for categories to the customer's experience. The comments helps to know where we can improve or know we are providing great customer service.