Encompass - Manual Order Setup

Setting up Argyle's verification service within the Encompass® by ICE Mortgage Technology® platform.

Income & Employment#

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.
   If using nCino as your Point of Sale (POS) system, select Argyle (legacy) instead of Argyle.

Add authorized users

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

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.

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.

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.

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.

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 authorized users

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

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.

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).

  You can exclude any of the following account types from being selectable by borrowers:

For further assistance or specific feature requests, please reach out to [email protected] or your Customer Success Manager.