For XpertOnline Credit and SharperLending TRV vendors, your clients’ users can now set up existing login credentials on their user profile in EPN to have the user’s XOL and TRV credentials automatically synchronize from these two systems into EPN. Doing this will override codes setup at the vendor level.
Additionally, if your client users want to change their XOL or TRV user credentials in EPN, these changes will push the new credentials over to those other systems. This makes EPN a central location for XOL and TRV login storage for those clients that may not login to those systems often and use EPN more.
When set up on the user’s profile, this will override the codes set on the vendor in the Vendor Setup section within EPN.
How to use this feature:
Your client users can login to EPN, and click the Profile button at top right. On the Profile screen, they will see new fields shown here.
- XpertOnline Credentials
- Enter the user’s Provider ID, Subscriber ID, Username, and Password that they use to login to XpertOnline into these four fields.
- By checking the Update XpertOnline password when password is updated in this system checkbox, whenever the XpertOnline password is changed here in EPN, it will automatically be changed in XpertOnline as well. This checkbox is recommended to be checked if the user’s profile stores XpertOnline credit credentials to keep both systems in sync with each other.
- Enter the user’s Provider ID, Subscriber ID, Username, and Password that they use to login to XpertOnline into these four fields.
- Tax Return Verification Credentials
- Enter the user’s Username and Password that they use to login to Tax Return Verification into these two fields.
- By checking the Update Tax Return Verification password when password is updated in this system checkbox, whenever the Tax Return Verification password is changed here in EPN, it will automatically be changed in Tax Return Verification as well. This checkbox is recommended to be checked if the user’s profile stores XpertOnline credit credentials to keep both systems in sync with each other.
- Enter the user’s Username and Password that they use to login to Tax Return Verification into these two fields.
Important Note: if your clients access XpertOnline or TVP through an LOS, and that LOS stores user credentials, and you check the checkbox to have EPN update user passwords in XOL or TVP when they are changed here, passwords will need to be updated in LOS systems as well.