Getting the LB API Key for the Encompass integration

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.