Configuring data extensions for Closing Agent Management in Encompass

Configuring data extensions for Closing Agent Management in Encompass

Data extensions are a feature of Encompass that allows custom data to be leveraged for specialized workflows. To leverage these fields with Closing Agent Management by GridBase® begin by signing into the Encompass web portal, click Services / Services Management and the kabob icon (kabob or context menu icon) in the Closing Agent Management by GridBase tile and click Field Mapping. Here you will arrive at a screen which resembles the screen shot at the bottom.
Important: The field names are case-sensitive. The values entered into Encompass match the values below exactly.

Data Extension Fields

Field Name
Description
Supported Mapping Type(s)
agentCompliance
Whether the agent is "In-Compliance" or "Out of Compliance".
Maps From
companyName
Agency's company name.
Maps From
address
Street address where the agency is located..
Maps From
addressLine2
Optional, second line of the agency's street address.
Maps From
city
City where the agency is located.
Maps From
state
State where the agency is located.
Maps From
zip
Zip/postal code where the agency is located.
Maps From
primaryContactName
Full name of the primary point of contact at the agency.
Maps From
email
Primary email address for the agency or its primary point of contact.
Maps From
phone
Phone number for the agency or its primary point of contact.
Maps From
coverageAmountEo
Agency's Errors and Omissions (E&O) insurance coverage amount.
Maps From
insuranceEffectiveDateEo
Date in which the agency's Errors and Omissions (E&O) policy became effective.
Maps From
insuranceExpirationDateEo
Date in which the agency's Errors and Omissions (E&O) insurance expires or expired.
Maps From
licenseNumber
Agency's license number.
Maps From
licenseExpirationDate
Expiration date of the agency's license.
Maps From
agentId
GridBase® unique identifier for the agency.
Maps From
altaUniversalId
Agent's ALTA Universal ID.
Maps From


Example Screen Shot


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