Clients that use Encompass® Partner Connect (EPC) by ICE Mortgage Technology® Inc. can stay in their familiar loan origination system and place Tax Return Verifications (TRVs). Once orders have been placed, users can track their orders and receive email updates from SharperLending's EPN platform. Through Encompass® Partner Connect (EPC), the TRV output will automatically be retrieved to the eFolder.
Content Includes:
- Setup Requirements - SharperLending's EPN Platform
- Encompass Configuration – Adding SharperLending TRV
Setup Requirements - SharperLending's EPN Platform
To use the Encompass® Partner Connect (EPC) to SharperLending TRV integration, you must have your company setup in SharperLending's EPN platform, with an active user account. Subsequently, at least once client must be active with TRV ordering enabled.
For more information on adding a TRV vendor to your client in EPN, please refer to our Adding Vendors in EPN guide.
Access the Encompass Admin Portal – Web Based
Access the Encompass Admin Portal via https://encompass.ice.com. Enter your Instance ID and select Next. Your Instance ID is provided by an Encompass Administrator.
Users will automatically be directed to the User ID and Password page. Enter both fields with your credentials and select Log In.
Upon a successful login, users will be directed to the Encompass Admin dashboard. Please note that the Admin dashboard is only available to a Super Administrator role.
Access the Encompass Admin Portal via SmartClient
You can access the new, web-based version of Encompass via your Encompass desktop icon. From the Encompass - Launcher, input your SmartClientID. Once the credentials have been provided, select the Login button.
Upon successful login to SmartClient, select the Encompass tab along the top left, then choose Settings.
When the Encompass Settings window populates, select Settings Overview. To the right, look for the heading Encompass – Web Version Settings. Click on the Web Version Settings link.
The user will be directed to the Encompass Admin Portal.
Encompass Configuration – Adding SharperLending TRV
To setup the SharperLending TRV interface in Encompass, you will need to add SharperLending TRV to your Services Management overview list. Follow these instructions.
1. Login to your Encompass account, then expand the Services section.
2. Select Services Management. Any existing services you have set up will be listed on this page.
3. Along the right-hand side of the layout, choose the Add Service button.
4. Any array of Available Services may be listed. To narrow the results, we would recommend utilizing the Category filter and choosing Verifications. Find SharperLending TRV in the card view of providers. Select Manual. 
5. Complete the required fields: Service Setup Name and Authorized Users. Once finished, select Save. Cancel will return you to the previous Services Management overview list. Please note setting the provider to have the Active indicator On will ensure SharperLending TRV is listed when launching Services from the loan file. By default, the Active indicator will be set to Off.
6. When adding Authorized Users, select the appropriate Category: Organizations, Users, or Personas via the down arrow. 
7. The Category selection will display a list of options associated with the chosen category. Select appropriate option via the right arrow. Please note that you can select multiple users at once to be moved under the Selected Entities panel.
The selection will be added to the Selected Entities panel. Once the necessary users have been added, select SAVE. Choosing Cancel will take the user back to the previous screen.
Encompass® is a registered trademark of ICE Mortgage Technology® Inc.