DataXchanger

Third-Party Integrations

DataXchanger creates the ability for two 3rd party systems to share information, which otherwise would be unable to communicate directly. It is a standalone product that acts as an intermediary data processor where custom business logic can be defined to take information from one system and prepare it to be sent to another system.

Our most common application for this product is the communication between a loan origination system (LOS) and customer relationship marketing (CRM) software. Typically, we will retrieve active loans from an LOS and send borrower information to a CRM automatically so companies and loan officers can communicate to their borrowers through automated marketing.

The DataXchanger also provides the ability to define logic that your CRM may be lacking. For example, if you have a marketing campaign built into your CRM that you would like to send to your borrower when a loan has been approved by the lender, DataXchanger can watch for changes to the loan milestones until it hits "Approved By Lender". When this rule is matched, the CRM campaign can automatically be sent without any user interaction through web services.

Aside from our most common use case, the DataXchanger can work with any web service or API to pass information between applications and watch for changes to specific fields to dispatch events in another API.