Encompass API integrations
Connect Encompass to your CRM, servicing, BI, and internal systems through Developer Connect. Read and write loan data, pull pipelines, and keep everything in sync.
We connect Encompass to the systems your lending operation actually runs on, automate the manual work in between, and administer the instance behind it all — backed by nearly 20 years inside the platform. REST API integrations, real-time webhooks, custom tools, and hands-on administration.
Every lending operation runs Encompass a little differently. We build the integrations and automations around it, and keep the instance itself configured and healthy — so your team stops doing by hand what software should be doing for them.
Connect Encompass to your CRM, servicing, BI, and internal systems through Developer Connect. Read and write loan data, pull pipelines, and keep everything in sync.
Act on loan events the moment they happen. Subscribe to changes and trigger workflows in real time — no polling, no spreadsheets, no waiting.
Business rules, DDM, templates, persona and pipeline configuration, and ongoing instance care — from someone with hands-on Super Admin experience across live environments for nearly 20 years.
Purpose-built .NET applications for what the platform leaves to manual work: batch loan operations, exports, and admin tooling your team can actually run.
Live pipeline and condition data piped straight into Power BI and dashboards, so leadership sees the numbers without anyone exporting a thing.
Parse, classify, and write document data back into fields and the eFolder automatically — cutting the data entry that eats processor and underwriter time.
A look at the kinds of solutions we deliver. Each one started as a real bottleneck in a real lending operation and ended as software that runs every day.
Batch open, save, and close loan operations across your pipeline to fire DDM rules at scale — with trigger-field control, Excel export, batch processing, and an abort safety switch.
A control panel for creating, viewing, and managing Developer Connect webhook subscriptions. Authentication is handled correctly so you can focus on the events that matter.
Pull loan programs, closing-cost templates, document sets, task sets, and more out of Encompass into clean Excel or CSV — for audits, reviews, and instance migrations.
A managed Node.js platform that runs your webhook clients with per-client health views, user management, an invite system, and background pollers keeping custom fields current.
Convert legacy Smart Client forms into modern web forms, with both AI-assisted and rule-based conversion — so your move to Encompass Web doesn't start from scratch.
Bring conversational AI to your loan documents — searchable, question-and-answer access over document sets, with cloud or on-prem model options.
We build and test in a sandbox or test instance with sample data — production stays untouched unless you specifically ask us to work there. No guesswork from documentation alone; every integration is shaped by how your operation actually runs, then promoted to production once it's proven.
We map your Encompass setup, the systems around it, and the manual work you want gone.
Integrations and tools built and validated in a test instance, debugged against real error output — not assumptions.
Deployed into your workflow with OAuth, webhooks, and field mappings wired up right the first time.
Monitoring, health dashboards, and a direct line to the engineer who built it.
For close to two decades — through the Ellie Mae era and into ICE — I've worked inside Encompass for mortgage lenders: building integrations, automating workflows, and administering live instances day to day. Evolve Technology is an independent practice focused entirely on the platform.
From Developer Connect REST API work and real-time webhooks to custom .NET tools, live reporting, and the administration that keeps it all running, you work directly with the engineer doing the work — no layers, no handoffs.
Working with Encompass since the Ellie Mae days · independent & hands-on
From the Ellie Mae days to ICE — long enough to know the platform's history, not just its current docs.
REST API, webhooks, SDK, DDM, eFolder, and Smart Client — one platform, deeply known.
Business rules, templates, personas, and configuration from inside real, live environments.
You talk to the person building it, from first call to ongoing support.
Tell us what's slowing your team down — a manual process, a system that won't talk to Encompass, a report you keep rebuilding by hand. We'll tell you how we'd fix it.