Encompass Setup Guide

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Manual Ordering

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Admin login

1. Log in to Encompass Web® with an administrator account and select Admin within the applications dropdown.

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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.

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Add authorized users

1. Choose a Service Setup Name and add Authorized Users.
2. Click Save.

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Add Argyle API keys

1. After Argyle is added to your configured services, 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.

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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 (customized borrower experience) from a dropdown of your saved Flows.

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Document mapping (optional)

1. Select Doc Mapping to customize which eFolder should automatically receive each type of Argyle verification report and retrieved payroll document.

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Customize experience (optional)

• The OrgID associated with each loan file will determine which Link Flow is used.
• This allows you to have different branding for different branches, for example.

• 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 (for example checking, savings, or 401k accounts).

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Automated Ordering

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Admin login

1. Log in to Encompass Web® with an administrator account and select Admin within the applications dropdown.
2. Select Automated Ordering Templates within the SERVICES dropdown.
3. Select Add, then select Verifications in the dropdown.

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Add the Argyle service order

1. Select Add in the Service Orders section.
2. Select Argyle as the Provider then click Create.

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Configure automated conditions

1. Make sure the Active toggle is set to ON.
2. Select Individual Level as the Evaluation Level.
3. Provide a Service Order Name.
4. The following Automated Readiness Conditions check for the presence of first name, last name, email, and employer in the loan application.
5. Under Borrower Settings, make sure Condition Editor is selected and add the following Automated Readiness Conditions:

([4000] <> "" AND [4002] <> "" AND ([1240] <> "") AND [FE0102] <> "")

6. Under Co-Borrower Settings, make sure Condition Editor is selected and add the following Automated Readiness Conditions:

([4004] <> "" AND [4006] <> "" AND ([1268] <> "") AND [FE0202] <> "")

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Add automated options

1. In either Borrower Settings or Co-Borrower Settings, select Add next to Automated Options.
2. When the Automated Service Order Template window opens, provide a Template Name, choose how borrowers should be contacted, and your desired report type. Then click Create Template and exit.
3. The template will appear in both Borrower Settings and Co-Borrower Settings. Enable the radio button next to the template you created for both borrower and co-borrower.
4. Click Continue.

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Save the service order

1. The order you created should now appear under Service Orders.
2. Make sure both ACTIVE toggles are set to ON, then click Save.

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Create the workflow rule

1. Select Workflow Rules within the WORKFLOW MANAGEMENT dropdown.
2. Select New Rule.
3. Provide a rule Name. Then adjust Priority and Rule Effective requirements as needed.
4. Select a Triggering Event in the TRIGGERING EVENT tab and complete the required fields.
5. Select the RESULT tab, then choose Order Service as the resulting action. Then click Add.
6. Under Select Service Rule, choose the service rule you created. Then click Save.
7. Make sure the ACTIVE toggle is ON for the saved workflow rule.