Encompass - Manual Order Setup

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

Encompass set-up#

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, 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.

Argyle set-up#

Enable Encompass in 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.

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