How to Send Funnel Builder Data to Encompass (ICE Mortgage)

Encompass (ICE Mortgage) is a mortgage platform. Funnel Builder handles a visitor submits a form or completes a step in a funnel on your WordPress site. Encompass (ICE Mortgage) is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting Funnel Builder to mortgage, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Funnel Builder installed and configured.
• A Encompass (ICE Mortgage) account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Encompass (ICE Mortgage) to AFI

Encompass (ICE Mortgage) uses OAuth 2.0 for authentication. In AFI → Settings → Encompass (ICE Mortgage), click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Funnel Builder to Encompass (ICE Mortgage).

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

3. Select Encompass (ICE Mortgage) as the destination

Choose Encompass (ICE Mortgage) from the platform dropdown and pick Create Loan. This creates a loan file in Encompass.

4. Map fields

Match each Encompass (ICE Mortgage) field on the left to the corresponding Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Funnel Builder. Check Encompass (ICE Mortgage) to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps borrower name and email to Encompass (ICE Mortgage) with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Funnel Builder to Encompass (ICE Mortgage) in minutes.