What is an integration?
An integration is a way for 2 different systems, such as Pruvan and Equator, to exchange information.
What are the features of the Fannie Mae Equator integration?
The integration supports project import, report relay, default work type, default assign to, auto admin, and the push key.
What information from Equator is visible in Pruvan?
Property deliverables are imported in to Pruvan as projects. Below is a list of how data is mapped from a deliverable to a project:
|Event Tracking ID||Project Number|
|Due Date||Due Date|
|Deliverable Name||Task Name|
What is an Event Tracking ID?
This is unique number assigned to the deliverable by equator. When you click on the deliverable to view it's details you will see it in part of the URL. ie equator.com/...&property_id=123456&eventTrackingID=9876543
Can I auto-assign my Equator projects?
The Equator integration supports our Default Assign To feature which gives you limited auto-assignment ability. See this article for more information.
Can I send my photos back to Equator automatically?
No, photos will not relay to Equator. However, you can use the Generate Report feature and you will be able to publish that report, containing all of your photos, to Equator as a PDF.
What does Auto Admin do?
Auto Admin is one of our core integration features. Read more in the Auto Admin article.
What does the Push Key do?
You can use the Push Key to refresh your orders. See the Push Key article for more.
What does Default Work Type do?
Default Work Type is a work type that will be applied to all of your Equator projects. Read more in the Default Work Type article.
Will my surveys go to Fannie Mae or fill out my forms in Equator?
Any surveys that you add to your Equator projects will relay back to Equator as PDFs, however they will not auto-fill any forms in the Equator system.