Chris Mace
Articles
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Create API User Account
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 look...
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Send to Blend
What is it? The Send to Blend field ([CX.MI.BLEND.SEND.TO.BLEND]) is a calculation field that determines whether or not to send a loan to Blend. When this field is set to "Y" it will try to send th...
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Changing Borrower SSN #
SSN edit support for all Encompass forms SSN edit support via integration screen SSN's can be changed on any Encompass form and the plugin will update in Blend accordingly. For the most part, the...
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Non-Borrowing Owner
Encompass documentation regarding non-borrowing owner Borrower Information - Vesting Borrower Vesting and Non-Borrowing Owners Video Tutorial Non-Borrowing Owners Quick Reference Guide When send...
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Encompass Settings
Encompass Settings Managing access to the integration screen This is done in Encompass Persona settings Help with Personas can be found here Managing access to buttons on the integration screen T...
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Go-Live Checklist
Following are items to complete or consider prior to going live. Review and accommodate for all of the limitations in Things to Know Configure Send to Blend so only the loans you want to go to Ble...
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Auto-Push - New Loans
How it works When an application is completed in Blend the loan will be pushed to Encompass and assigned to the LO chosen. This "mapping" is done by the email address input for the LO in their Blen...
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Support Requests
To submit a support request, navigate to the mi.Blend Integration screen and click the mi Support button. If you do not see this button, contact your administrator to upgrade your environment to t...