Does MortgageHalo Integrate With Encompass?

How the Encompass Integration Works

Encompass, developed by ICE Mortgage Technology (formerly Ellie Mae), is the most widely used loan origination system in the United States, and it holds the borrower and loan records your team works inside every day. MortgageHalo connects to that system of record so the data your loan officers and processors maintain in Encompass becomes the fuel for your marketing and retention programs.

The MortgageHalo Encompass integration works as an interface into your LOS. Rather than asking your team to export spreadsheets and upload lists, MortgageHalo reads the client and loan data from Encompass and keeps the corresponding records in sync, so your campaigns always run against current data.

Because every lender configures Encompass differently, we treat each integration as a setup conversation. Our team reviews how your instance is structured, confirms which records and fields you want to sync, and aligns the connection to the way your organization runs. For lenders with specific requirements, we also offer custom API development so the integration can extend to the workflows your team depends on.

What Data Flows Between Encompass and MortgageHalo

The value of an LOS integration comes down to keeping the right records aligned without manual work. With the Encompass connection in place, the data that powers your marketing stays current automatically.

Client and Contact Records

Borrower names, contact details, and the relationships your team maintains in Encompass sync into MortgageHalo, so your audience lists reflect your actual book of business rather than a snapshot that ages the moment it is exported.

Loan Data and Status

Loan-level data gives MortgageHalo the context it needs to segment and time outreach. Loan type, key dates, and status signals let your campaigns respond to where each borrower sits in their journey rather than treating every contact the same.

Closed and Past Clients

Funded and past loans flow through as well, which is what makes long-horizon retention and cross-sell programs possible. A borrower who closed two years ago stays in your database, ready for the next anniversary touch, equity update, or refinance opportunity.

The specific fields in any given sync depend on your Encompass configuration, so we confirm the data map with your team before the integration goes live.

What the Integration Enables

Connecting Encompass to MortgageHalo turns the data your team already maintains into automated programs that run without adding work to anyone’s day.

Automated Marketing

With client and loan data flowing in, MortgageHalo runs multichannel campaigns against an audience that updates itself. New borrowers enter the right nurture sequence, and your brand stays in front of your database between transactions.

Client Retention

Consistent, relevant contact is hard to sustain by hand across a full book of business. The integration powers anniversary outreach, market updates, and lifecycle touches that keep past clients connected to your team long after closing.

Cross-Sell and Repeat Business

Because past and present loan data lives in MortgageHalo, your team can reach the borrowers most likely to need another product. Equity offers, refinance opportunities, and referral requests reach the right segment at the right time, sourced from the loan data Encompass already holds.

Who the Integration Is For

MortgageHalo is built for lending organizations, not for individuals managing a personal pipeline. The Encompass integration is designed for mortgage teams, brokerages, and mortgage companies that run Encompass as their loan origination system and want their marketing and retention to run off that same source of truth.

It also fits credit unions and community banks that originate mortgages in Encompass and need their member or customer outreach to reflect live loan data. For these organizations, the integration removes the gap between the lending system and the marketing engine, so the team responsible for growth works from the same records as the team responsible for origination.

If your organization runs a different LOS, the integration story still applies. MortgageHalo integrates into your loan origination system more broadly, and our team can walk through the connection for your specific platform.

Getting the Integration Set Up

Setting up the MortgageHalo Encompass integration starts with a short conversation about how your organization runs. Our team reviews your Encompass configuration, confirms the client and loan records you want to sync, and maps the data to the marketing, retention, and cross-sell programs you plan to run.

From there, we establish the interface into your LOS and validate that the right records are flowing into MortgageHalo. Where your team has requirements beyond the standard connection, our custom API development can extend the integration to fit your workflows. We confirm the specific configuration with you so the live integration matches how your organization operates.

Halo Programs has supported lending organizations for more than 50 years, and our team handles setup with you rather than handing you a manual. When the connection is live, your client and loan data stays current in MortgageHalo on its own, and your marketing runs off records you trust.

Frequently Asked Questions