Services Password Management
Use the Services Password Management tool to set up login credentials (usernames, passwords, other applicable details ) for individual Encompass users to use when ordering third-party services/products such as Fannie Mae, Freddie Mac, credit, and verification reports.
To Add a Services Password Account:
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, click Company/User Setup, and then click Services Password Management.
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Click the New icon.
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On the Account Details screen, select a Service Category from the dropdown list.
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Select a service provider from the Provider Name dropdown list.
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If there are no providers listed, you cannot set up a password account using the service category you selected in step 4.
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Enter a description for the account.
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Enter the login credentials that will be used to access the service (for example, the User Name, Login, Password, or TPO number).
If there are no fields available to enter login credentials, you cannot set up a password account using the service provider you selected in step 5. Select a different provider, and then enter the login credentials in the appropriate fields.
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Click the Find icon to select the users who will use the login credentials to access the service.
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Select a Search by option from the dropdown list, and then click to select a name in the list.
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Select a user in the Enabled Users list, and then click the right arrow to move the user to the Selected Users list.
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Repeat these steps to add additional users to the Selected Users list.
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When finished, click Select.
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When finished, click Save.