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 (
) 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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