Data Integration Documentation

Ingestion Portal

A key to success with is automating the ingestion of transaction data to trigger surveys to customers. We have a variety of options to accomplish this including specific integrations built for many large transaction management systems across the Mortgage, Real Estate, and Insurance Verticals.

If you are using a system that we do not have a specific integration already built for, we also have SFTP and API options available.

Click the links below to get detailed information on the right option for you:

Developer Portal for all API documentation (free to create an account)

SFTP Portal

Encompass Portal

If you use one of the systems below, please let your representative know and they will walk you through the configuration steps during the onboarding process.

  • Dotloop
  • Skyslope
  • HawkSoft
  • AMS 360
  • Zendesk
  • SalesForce
  • DocuSign
  • QQ Catalyst
  • BytePro
  • KW Command
  • BrokerMint
  • Woo Commerce
  • Zapier
  • Lending Pad
  • Paperless Pipeline
  • Calyx Point Central