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New LoanBeam clients who use Encompass must establish the connection between LoanBeam and Encompass via API (application programming interface). This is a one time event that should be completed during implementation onboarding.
In preparation for setting up the API connection, We STRONGLY suggest using a generic email address (example: [email protected]) to create an ADMIN USER in both Encompass and Loanbeam.
- This user is needed to maintain the connection between LoanBeam and Encompass.
- If this user's password is ever changed, it must be changed on BOTH the LoanBeam system and the Encompass system at the SAME TIME or the connection will be broken
- Make sure Corporate Domain has "Is API Enable" checked.
Complete documentation is attached.
Overview of Steps
- Login to secure.loanbeam.com with the ADMIN user that you created in both LoanBeam and Encompass.
- Hover over your user account name on the top right and click on Admin.
- From that page, you will be able to create Access Token.
- Click on the "LoanBeam API" tab and then on "Add Token".
- Create a name for the token (examples: Encompass API")
- click "CREATE", then check the "ENABLED" box for "token access" and "password access"
- SAVE
- Now simply copy that API key into Encompass (or the program of your choice) to have it begin interacting with LoanBeam.