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Romina Chu (Unlicensed)

Rebecca Kornblum

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After Byte, Emconpass Encompass, and Calyx settings are successfully configured within Superadmin, the user can log in and navigate to inflow inFlow to export lead details to the clients.

...

  • The Export action tool within on the right side of inflow will contain inFlow contains Byte, Encompass, and Calyx as an option options if the superadmin and user registration is Superadmin and User Registration are set up correctly.

  • The data being exported will depend depends on the fields and lookups mapped for Byte, Emconpass Encompass, and Calyx outbound. Fields that are not included in the mappings

    will

    are not

    be

    exported to these clients.

  • Once lead information has been exported to Byte, Encompass, Emconpass and Calyx, a new lead history will be is added that of to the export.

  • Byte inbound sync Inbound Sync automatically happens occurs every 15 minutes therefore any . Any updates made to the exported lead info within the Byte software will be are reflected within inflow inFlow lead details upon by refreshing the page after 15 minutes.

  • An automatic Encompass sync happens Sync occurs every 15 minutes and therefore, if the user refreshes the . If you refresh the lead details that was were exported, the inbound sync will populate Inbound Sync populates the LOS Loan Guid Guide from the Encompass software along with any changes made to the lead details.
    Alternatively, if

    the user has superadmin

    you have Superadmin access, the

    inbound sync

    Inbound Sync can be run at any time by going to the Encompass

    sync

    Sync page within the Encompass tab in Superadmin. See the /wiki/spaces/INSPT/pages/1272315905 article for details.

  • Calyx inbound sync Inbound Sync automatically happens every 30 minutes therefore, any . Any updates made to the exported lead info within the Calyx software will be are reflected within inflow inFlow lead details upon by refreshing the page after 30 minutes.

  • The data being imported will depend depends on the fields and lookups mapped for Byte, Encompass, Emconpass and Calyx inbound.

    • Fields that are not included in the mappings will are not be imported from these clients.

    • After the loan details are imported, the LOS Status and LOS Loan number Number fields are populated with information from the Byte, Emconpass Encompass, and Calyx software.