Encompass Portal

SocialSurvey’s Encompass App can be used to detect daily closing transactions to automate sending post-closing surveys from the assigned Loan Officer to both the Borrower and Co-Borrower on a Loan. It also has the ability to automate sending post-closing surveys to the Buyer and Seller. It pulls data from the Reporting Database.

Note: Our Encompass connection App may not support all scenarios, such as wholesale where the survey is sent from an Account Executive to a Loan Officer. In this case we offer both API and FTP delivery methods.

Downloads

Encompass App Integration Guide

SocialSurvey offers several Data Integration Options

General Purpose
Mortgage Lending Specific
Real Estate Specific