Connect your LOS

PolicyVera pulls each borrower's loan straight from your LOS (Encompass as a standard MISMO file, Arive via your Zapier), no re-typing. New & updated loans arrive pre-filled in your Needs-review inbox.

This integration sends data into PolicyVera. It pulls a borrower's loan file from your Encompass.

This integration is in beta. We're rolling it out with a few lenders first. It reads the loan as a standard MISMO file (the same data your LOS exports). We never pull credit, income, or asset details.
  • Cascade Mortgage Partners · EncompassBE••••••0742
    Automatic import onNew & updated loans arrive in your Needs-review inbox for a quick OK.

    Last loan 3d ago · waiting in Needs review

This integration sends data into PolicyVera. Your Zapier account posts a loan's essentials to us when a loan is created or changes in Arive.

This integration is in beta. We're rolling it out with a few lenders first. Your Zap sends only the loan's essentials: the borrower's name, contact, birth day and month, marital status and current address, the property, occupancy, the loan amount, the estimated closing date, and the insurance amounts the loan carries. Credit, income and assets never leave Arive. Arive shares the essentials rather than the full application, so you may confirm a detail or two before requesting quotes.
  • Cascade Mortgage Partners · AriveZap secret …k7Qx

    Last loan 3d ago

Then the loan lands in your Needs-review inbox

Each auto-imported loan arrives pre-filled and ready for a quick human OK. Open it to review the details and add the borrower.

Borrowers imported from your loan system. Open each to review and add, or dismiss it.

  • Sarah MitchellNeeds review · 1 missing
    Encompass · CO · Nov 10, 2026
    Review