DOCUMENTATION HUB
  • Welcome
  • Platform
    • Platform Overview
    • Partners & Sites
    • Lender Hub Pipeline View
    • Landing Pages
    • Loan Assignment Links
    • Loan Officer Pages
    • Borrower Tasks
    • Borrower Document Uploads
    • Milestones
    • Troubleshooting Encompass eDisclosure packages
    • Testing Procedures
    • Blueprints
    • Sagas
      • Saga Methods Reference
    • Pushback Endpoints
    • Third Party Integrations
      • Credit Providers
        • CBC / Factual Data
        • Meridian Link
        • CoreLogic - CredCo
        • Informative Research
      • Loan Origination Systems (LOS)
        • BytePro
        • MortgageFlex
        • MeridianLink Mortgage
        • Encompass
      • Verification of Assets (VOA)
        • AccountChek by FormFree
        • Finicity
      • Verification of Employment/Income (VOIE)
        • The Work Number
      • Pricing Engines
        • Optimal Blue
        • Mortech
        • EPPS
        • PriceMyLoan
        • Polly
      • Payment Vendors
        • Celero Commerce (formerly Transnational)
      • AUS
        • Desktop Underwriter (DU)
        • Loan Product Advisor (LPA)
      • eSign
        • Dropbox Sign (formerly HelloSign)
        • DocuSign
        • EllieDocs
      • Fees
        • SmartFees
      • Customer Relationship Management (CRM)
        • SalesForce
        • TotalExpert
        • Velocify
      • Private Mortgage Insurance
    • Single Sign-On (SSO)
    • UI/UX Customizations
    • DNS Setup
    • Email White Labeling Setup
    • Notifications
    • Analytics
    • Pre-Qualification Letter
    • Teamwork
    • Reset Password
    • Webhooks
  • Encompass e-Disclosure Integration
  • Create Applications from Encompass Loans
  • Access Level Management
  • Lender Hub User Management
  • Reports Tab
  • API
    • API Overview
    • API Playground
  • Release Notes
    • Release Notes Overview
    • 2025 Release Notes
      • May 7th, 2025 Release Notes
      • April 9th, 2025 Release Notes
      • March 5th, 2025 Release Notes
      • February 5, 2025 Release Notes
      • January 8, 2025 Release Notes
    • 2024 Release Notes
      • December 4, 2024 Release Notes
      • November 6, 2024 Release Notes
      • October 10, New Feature Release: Task Due Dates & Notifications
      • October 2, 2024 Release Notes
      • September 4, 2024 Release Notes
      • August 7, 2024 Release Notes
      • July 10, 2024 Release Notes
      • June 5, 2024 Release Notes
      • May 1, 2024 Release Notes
      • April 3, 2024 Release Notes
      • March 11, 2024 Release Notes
      • February 6, 2024 Release Notes
      • January 24, 2024 Release Notes
      • January 10, 2024 Release Notes
    • 2023 Release Notes
      • December 27, 2023 Release Notes
      • December 12, 2023 Release Notes
      • November 29, 2023 Release Notes
      • November 15, 2023 Release Notes
      • November 1, 2023 Release Notes
      • October 17, 2023 Release Notes
      • September 27, 2023 Release Notes
      • September 6, 2023 Release Notes
      • August 16, 2023 Release Notes
      • August 15, 2023 Release Notes
      • July 27, 2023 Release Notes
      • June 27, 2023 Release Notes
      • June 7, 2023 Release Notes
      • May 17, 2023 Release Notes
      • April 25, 2023 Release Notes
      • April 4, 2023 Release Notes
      • March 15, 2023 Release Note
      • February 21, 2023 Release Notes
      • January 31, 2023 Release Notes
      • January 4, 2023 Release Notes
    • 2022 Release Notes
      • December 7, 2022 Release Notes
      • November 15, 2022 Release Notes
      • November 1, 2022 Release Notes
      • October 4, 2022 Release Notes
      • September 13, 2022 Release Notes
      • August 31, 2022 Release Notes
      • August 2, 2022 Release Notes
      • July 13, 2022 Release Notes
      • June 22, 2022 Release Notes
      • June 1, 2022 Release Notes
      • May 10, 2022 Release Notes
      • Apr 19, 2022 Release Notes
      • Mar 29, 2022 Release Notes
      • Mar 8, 2022 Release Notes
      • Feb 15, 2022 Release Notes
      • Jan 25, 2022 Release Notes
      • Jan 5, 2022 Release Notes
    • 2021 Release Notes
      • Dec 21, 2021 Release Notes
      • Nov 22, 2021 Release Notes
      • Nov 2, 2021 Release Notes
      • Oct 12, 2021 Release Notes
      • Sep 22, 2021 Release Notes
      • Aug 24, 2021 Release Notes
      • Aug 4, 2021 Release Notes
      • Jun 22, 2021 Release Notes
      • May 28, 2021 Release Notes
      • May 12, 2021 Release Notes
      • Apr 13, 2021 Release Notes
      • Mar 23, 2021 Release Notes
      • Feb 26, 2021 Release Notes
      • Feb 9, 2021 Release Notes
    • 2020 Release Notes
      • Dec 1, 2020 Release Notes
      • Nov 10, 2020 Release Notes
      • Oct 20, 2020 Release Notes
      • Sep 28, 2020 Release Notes
      • Sep 13, 2020 Release Notes
      • Aug 17, 2020 Release Notes
      • Jul 30, 2020 Release Notes
      • Jul 13, 2020 Release Notes
      • May 28, 2020 Release Notes
      • May 5, 2020 Release Notes
  • Client Resources
    • Client Resources Overview
    • Third Party Integrations Overview
    • Maxwell Onboarding Overview
    • Support Portal Quick Reference
    • Lender Hub User Management
    • Duplication of Applications
  • Broker Origination System (BOS)
    • Borrower Tasks in the Lender Hub
    • Exporting Client Documents from the Lender Hub
    • Exporting the MISMO 3.4 from the Lender Hub
    • Reset Password
  • Maxwell Business Intelligence
    • Data Dictionary
Powered by GitBook
On this page
  • Authentication
  • LOS Integrations
  • Credit Integrations
  • Automated Underwriting
  • CRM
  • Private Mortgage Insurance
  • Fee Aggregation
  • Document Signing Providers
  • Disclosures
  • Automated Verifications
  • VOA
  • VOI and VOIE
  • Product and Pricing Engines
  • Payment Gateways
  1. Client Resources

Third Party Integrations Overview

PreviousClient Resources OverviewNextMaxwell Onboarding Overview

Last updated 6 months ago

For in-depth information on specific integrations, visit our page.

Updated October 25th 2024

Authentication

  • Active Directory

  • Auth0

  • Integration with identity provider for login

  • MFA (Multi-factor Authentication)

  • SAML

  • Social login

  • SSO

LOS Integrations

  • Byte

  • Encompass

  • LendingQB (MeridianLink Mortgage)

  • MortgageBot

  • MortgageDirector

  • MortgageFlex

Credit Integrations

  • CBCInnovis

  • CoreLogic/Credco

  • Factual Data

  • Informative Research

  • MeridianLink (includes many credit integrations)

  • Partners Credit

  • Xactus

Automated Underwriting

  • Dual AUS

  • Fannie Mae DU

  • Freddie Mac LPA

CRM

  • Salesforce

  • Total Expert

  • Velocify

  • Webhooks to support POS event updates to a CRM

Private Mortgage Insurance

  • Arch

  • Enact

  • MGIC

Fee Aggregation

  • SmartFees (ClosingCorp)

Document Signing Providers

  • Dropbox Sign (formerly HelloSign)

  • DocuSign

Disclosures

  • Encompass Disclosures

  • DocuTech

  • IDS

Automated Verifications

VOA

  • Finicity

  • Formfree (AccountChek)

VOI and VOIE

  • The Work Number (Equifax)

  • Truework Instant

  • Truework Credentials

Product and Pricing Engines

  • EPPS

  • Mortech

  • Optimal Blue

  • PriceMyLoan (by MeridianLink)

  • Polly

Payment Gateways

  • Celero Commerce (formerly TransNational)

Third Party Integrations