### Admin login 1. Log in to Encompass Web® with an **administrator account** and select **Admin** within the applications dropdown. ### Add the Argyle service 1. Select **Services Management** within the **SERVICES** dropdown. 2. Select **Add Service** and choose the **Verifications** category. 3. Search for **Argyle** and then select **Manual**. Add Argyle as a loan service provider within the Services Management tab.

Add Argyle as a loan service provider within the Services Management tab.

### Add authorized users 1. Choose a **Service Setup Name** and add **Authorized Users**. 2. Click **Save**. Add Argyle as the loan service provider. Make sure the active toggle is ON.

Add Argyle as the loan service provider. Make sure the active toggle is ON.

### Add Argyle API keys 1. After Argyle is added to your configured services, return to **Services Management** and select **Credentials**. 2. In the pop-up, enter your Argyle API key and secret, which can be found or created in the Developers section of Argyle Console. Then click **Save**. 3. After saving and exiting, set the **Status toggle** to **ON**. Enter your Argyle API keys (found in Console) in the Company Credentials pop-up.

Enter your Argyle API keys (found in Console) in the Company Credentials pop-up.

### Add document mapping (optional) 1. Select **Doc Mapping** to customize which **eFolder** should automatically receive each **type** of Argyle verification report and retrieved payroll document. You can choose which eFolder should automatically receive reports and payroll documents.

You can choose which eFolder should automatically receive reports and payroll documents.

### Enable Encompass in Argyle Console 1. Enable the Encompass integration in the Integrations section of Argyle Console by clicking **Enable**. 2. (Optional) Selecting **Edit** after enabling the integration allows you to select an invitation [Flow](/console/flows/email-sms-templates#creating-emailsms-templates) (customized borrower experience) from a dropdown of your saved Flows. You must enable Encompass in the Integrations section of Argyle Console.

You must enable Encompass in the Integrations section of Argyle Console.

### Assign customizations (optional) Customizations of the Argyle's payroll connection experience are called Link Flows, which allow you to have different branding for different branches for example. * To assign different Link Flows to separate campaigns, branches, or doing-business-as (DBA) units, edit your Encompass configuration within the Integrations section of Console and assign Flows to specific OrgIDs. * The OrgID associated with each loan file will determine which Link Flow is used. You can assign Flows to specific Encompass OrgIDs.

You can assign Flows to specific Encompass OrgIDs.

## Assets

### Admin login 1. Log in to Encompass Web® with an **administrator account** and select **Admin** within the applications dropdown. ### Add assets verification service 1. Select **Services Management** within the **SERVICES** dropdown. 2. Select **Add Service** and choose the **Verifications** category. 3. Search for **Finicity - Verification of Assets** and then select **Manual**. Add Finicity as an asset verification provider within the Services Management tab.

Add Finicity as an asset verification provider within the Services Management tab.

### Add authorized users 1. Choose a **Service Setup Name** and add **Authorized Users**. 2. Click **Save**. Add Finicity - Verification of Assets as the loan service provider. Make sure the active toggle is ON.

Add Finicity - Verification of Assets as the loan service provider. Make sure the active toggle is ON.

### Add credentials 1. After Argyle is added to your configured services, return to **Services Management** and select **Credentials**. 2. Select **ADD** for **Company Credentials**. 3. Enter your `Application Key`, `Partner ID`, `Partner Secret`, and `Company Experience ID`. Then click **Save**. Reach out to your Argyle customer success manager for these credentials. 4. After saving and exiting, set the **Status toggle** to **ON**. Enter the credentials you receive from your Argyle customer success manager.

Enter the credentials you receive from your Argyle customer success manager.

### Customize experience Your Argyle customer success manager can help provide the following customizations: * Your company name and logo shown to borrowers can be adjusted. * Which financial institutions are shown by default on the home screen. * After the borrower connects a financial institution, they will be shown a list of detected accounts (e.g. checking, savings, 401k). - 457 - 529 - 401a - 401k - 403b - Brokerage Account - CD - Checking - Credit Card - Crypto Currency - Education Savings - Employee Stock Purchase Plan - Health Savings Account - Investment - Investment Tax Deferred - IRA - Keogh - Line of Credit - Loan - Money Market - Mortgage - Non Taxable Brokerage Account - Pension - Profit Sharing Plan - Rollover - Roth - Roth 401k - Savings - SEP IRA - Simple IRA - Student Loan - Thrift Savings Plan - UGMA - Unknown - UTMA - Variable Annuity
*For further assistance or specific feature requests, please reach out to [support@argyle.com](mailto:support@argyle.com) or your Customer Success Manager.*