GSE Integrations and Services 23.3 March Service Pack: Feature Enhancements

Encompass admins need to use the Services Password Management setting in Encompass Settings to configure VA Loan Review for their Encompass instance and select authorized users for the service.

But before you can provide the required account information, you must work with the VA to obtain a portal ID to enter in the Account Details window in Encompass. Follow these steps below:

1. As the Encompass administrator, submit a case through the LGY Help Center, selecting API Support as the Product and Request API Production Account as the Category.

2. In the description, identify the home office lender ID that needs a corresponding API account, along with an email address for the new API account.

   • This email address will receive deactivation warnings when the account is approaching 90 days of inactivity, and a deactivation notice after 90 days of inactivity. Please notify VA if the API account email address needs to be updated.

3. Submit the case.

4. Once you receive you portal ID, proceed to Encompass Settings > Company/User Setup > Services Password Management.

5. Click the New icon to open a new Account Details window.

6. In the Account Details window, Portal ID field, enter the portal ID provided to you by VA.

7. In the NA field, the administrator can type any value into it. This NA value is not required to submit to VA, however it cannot be removed from the Account Details window at this time. This will be addressed in a future release. For this current 23.3 February Service Pack release, simply type any value in this field in order to proceed with saving the Account Details information.

For detailed information on using the Services Password Management, see the online help topic.

1. Log in as an Encompass admin, go to Services> Services Management, click the Add Service button to launch the setup wizard.

   

2. In the VA Loan Review service that you created, click the Manual button.

   

3. In the Add Manual Setup window, complete all the mandatory fields.

• To authorize users to use this tool, go to the Authorized Users panel, click the Add button, and follow the in-app wizard.

  

4. After the setup is complete, a success message will display. Click the OFF button to enable the service.

   

5. Status updated to ON.

   

6. On the Services Management page, got to the VA Loan Review service you created, click the three dots (epsilon) and click Credentials.

   

7. In the VA Loan Review Credentials page, click the Add button.

   1. In the Add Company Credentials window, Username field, enter the Portal ID provided to you by VA. (If you do not already have a portal ID, the Encompass administrator must submit a case to the VA through the LGY Help Center requesting a portal ID. Select API Support as the Product and Request API Production Account as the Category. In the Description, identify the home office lender ID that needs a corresponding API account and an email address for the new API account. This email address will receive deactivation warnings when the account is approaching 90 days of inactivity, and a deactivation notice after 90 days of inactivity. Please notify VA if the API account email address needs to be updated.)

   2. Enter the password that you want to use for the service.

   3. Click the Save button.

      

Authorized users have the ability to use the new VA Loan Review menu option under Services> Order Additional Services (in desktop version of Encompass) or Services> All Services> Additional Services (in web version of Encompass) to place a new VA order, or resubmit if there is an existing order on the loan.

You need to provide the LIN (Loan identification Number) and attach at least one document for a successful order placement.

Once an order is placed, use the Submission Status tab to view order details such as the submission date, VA status, messages returned from VA, submitted documents.

VA Status Definitions

• Error: Description as received in response from VA

• Pending: Your order is still pending. Check the status after some time.

  You cannot place a subsequent order during a Pending Status.

• Success: Your documents have been submitted successfully.

• Canceled: You have canceled your order