When will the LoanBeam integration with Encompass Partner Connect (EPC) become available?

 - As of 12/8/25 The LoanBeam integration with Encompass Partner Connect (EPC) is now available!

 

Where can I find instructions to transition to Encompass Partner Connect (EPC)?

 - Instructions are available in the Client-Admin User Guide.

 

How can I find my  LoanBeam Client Admin credentials that are needed to complete the integration process?

 - This article details how to find your current credentials

 

Where can I find the API key from LoanBeam that is needed to complete the credentials section?

 - This can be found in the LoanBeam Dashboard under ADMIN / LoanBeam API

 

What is the deadline to convert from SDK to EPC?

 - ICE has extended the deadline to December 31, 2026 to transition to EPC from their legacy service (SDK).

 

What are the benefits in EPC?

 - Seamless integration with the cloud-based Encompass platform 

 - Same powerful automation for income validation and employment verification 

 - Consistent workflow you already know from SDK 

 - Cloud-native performance with enhanced scalability 

 

Can I access the LB EPC integration using the Encompass Desktop?

 - Yes.

 

Will applications created in SDK be accessible from the new EPC interface?

 - Yes

 

When creating a new application in LoanBeam EPC, why does the Borrower drop down only allow you to select the Primary Borrower?

 - The Borrower drop down selection box currently only allows you to select the primary borrower. This is by design. It maintains the current SDK integration functionality that supports ONE individually filed tax return or ONE joint tax return.  The system will still identify the applicable co-borrower if they are included on the uploaded joint tax return with the borrower or if only the co-borrowers individually filed tax return is uploaded.  In the future, we plan to enhance the LoanBeam Income EPC integration to allow for more than one single or joint application, which is why we designed the LoanBeam EPC integration to have a drop-down selection for the borrower when creating the application. 

 

What is the 'Other ID' that is displayed on Encompass EPC LoanBeam orders?

 - The 'Other ID' is the EPC transaction ID.