How to Send Email Subscribers Data to Encompass (ICE Mortgage)

Encompass (ICE Mortgage) is a mortgage platform. Email Subscribers handles a subscriber joins a list or confirms their subscription 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 Email Subscribers 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 Email Subscribers 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 Email Subscribers to Encompass (ICE Mortgage).

2. Pick your trigger

Select Email Subscribers as the form provider. AFI fires when a subscriber joins a list or confirms their subscription, giving you access to subscriber name, email, list ID, and subscription status.

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 Email Subscribers field on the right. Common mappings include subscriber name, email, list ID, and subscription status. 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 Email Subscribers. 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 Email Subscribers events trigger the integration?

AFI fires when a subscriber joins a list or confirms their subscription. 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 Email Subscribers to Encompass (ICE Mortgage) in minutes.