I will setup mortgage CRM los integration with encompass, lendingpad and calyx los
Mortgage CRM Specialist, LendingPad, Calyx Integration and TCPA Compliance Setup
About this Gig
Your CRM and your LOS should talk to each other automatically. If your loan officers are re-entering the same borrower data twice, you're losing hours every week and creating room for errors that show up at the worst time, mid file.
I connect Encompass, LendingPad, and Calyx to your CRM so data syncs without manual entry. This means loan status updates, borrower details, and file progress flow between systems in real time.
What you get:
- API user setup and configuration in your LOS
- Custom field mapping between your CRM and LOS
- Two way sync so updates in either system reflect everywhere
- Webhook setup for loan milestone triggers where supported
- Testing and validation before go live
I work with teams using Salesforce plus Jungo, as well as other CRM and LOS combinations. If your current integration keeps breaking after platform updates, or you're setting up sync for the first time, this gig covers it.
CRM setup, compliance, and automation are separate gigs on my profile, built to work together once your systems are connected properly.
Message me with your specific LOS and CRM before ordering so I can confirm compatibility.
Software:
Salesforce
Industry:
Data analytics
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Financial services
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Real estate
