Let’s explore how the PPE integration functions in Accountable ?

Click the “Admin” tab in the top navigation bar of the CRM dashboard. Select the "Company”. And click the Edit icon.
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In the modal popup, navigate to the Integration section and enable the Show PPE Toggle and click save button.
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Once enabled, Navigate to Company Dashboard and select the Integration section.
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In the Integration section, select Encompass, then click on PPE Authentication tab in the top navigation bar.
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Log in as a company user in the CRM Dashboard. From the Quick Actions menu, select Transaction.
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In the modal window, select a contact and set the role to Borrower.
​Note: If the role is set to anything other than Borrower, the opportunity will not be created.
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Select the Loan status is funded, and funded date is mandatory.
​Note: The Funded Date must be at least 6 months prior to the current date.
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Select the Amortization Type, Term (in months), Loan Type, and Interest Rate.
​Note: The Interest Rate must be 2% higher than the company’s configured interest rates. All these values must match at least one of the company’s defined interest rate configurations. And click the save button to craete a follow ups.
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You will receive a reminder through the global notification in the top navigation bar.

Once you are logged in to the CRM dashboard, click "Follow-Ups" in the top navigation.
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The newly created opportunity will appear in the Today tab.
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Click the “Qualify” button for the selected opportunity. In the modal window, complete all required fields and click “Qualify” to proceed.
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Your PPE qualification will be created successfully.
​Note: If the Show PPE Toggle is disabled, the system will display the default PPE.