The short answer: Now that you've received your API keys from Proof and ICE Mortgage Technology, Encompass admins need to set up API users to allow Proof to connect to your Encompass environment. You are just a few steps away from getting Encompass connected to Proof.
Task
Create an API user in Encompass with the API keys provided by your Proof Solutions Engineer when setting up the Proof Encompass integration. See Connect Encompass to Proof for more details.
Required permissions
The API user you create will need the following permissions set either directly or via a Persona:
- Read/Edit Loans and Edit Subordinate Loans.
- Persona-based permissions must include Encompass LO Mobile Connect. For example, the Loan Officer Persona in Encompass has this permission by default, but your configuration may vary.
- Some production loans may have additional visibility restrictions (e.g., employee loans). API users need full read/write access to all loans and closing documents for which Proof orders will be placed.
Credentials
- Your user ID can be anything you like — most clients label it Proof API User.
- The API Client ID will be supplied by ICE Mortgage Technology and the Proof team. Enter it in the API Client ID field.
- Once your API user is created, notify your Proof Solutions Engineer to enter your client credentials into Proof.
Once your client credentials are connected in Proof, notify your Proof Solutions Engineer. Proof will then provide you with your CDO and Proof eClosing form to install in your Encompass instance.
Summary Checklist
- API user must have Read/Edit Loans, Edit Subordinate Loans, and Encompass LO Mobile Connect permissions.
- API users need full read/write access to all loans and closing documents where Proof orders will be placed.
- After creating the API user, notify your Proof Solutions Engineer to enter your credentials into Proof.
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