Entering Encompass credentials

  • Account credentials are located at the top of the screen. We recommend making a separate account that you create for this specifically. This account can then be looked to for verification that it never logged in to Encompass other than an SDK/API connection.

    This account needs Admin persona and should be located at the root/top level with access to subordinate loans.
  • API Credentials are located beneath the account credentials. These are obtained from Ellie Mae.

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Create an API user account

  • Navigate to Encompass > Settings > Organization/Users
  • At the top level, click the 'Add New' icon

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  • Check the API User check box
  • Enter the API Client ID: <this is provided to you by mace>

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