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.
Create an API user account
- Navigate to Encompass > Settings > Organization/Users
- At the top level, click the 'Add New' icon
- Check the API User check box
- Enter the API Client ID: <this is provided to you by mace>