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:

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click Company/User Setup, and then click Services Password Management.

  3. Click the New icon.

  4. On the Account Details screen, select a Service Category from the dropdown list.

  5. Select a service provider from the Provider Name dropdown list.

    • If there are no providers listed, you cannot set up a password account using the service category you selected in step 4.

  6. Enter a description for the account.

  7. 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.

  8. Click the Find icon to select the users who will use the login credentials to access the service.

    • Select a Search by option from the dropdown list, and then click to select a name in the list.

    • Select a user in the Enabled Users list, and then click the right arrow to move the user to the Selected Users list.

    • Repeat these steps to add additional users to the Selected Users list.

    • When finished, click Select.

  9. When finished, click Save.

ClosedEdit an account

  1. On the Accounts list, click to select an account, and then click the Edit icon.

  2. Change the Description.

  3. Change the login credentials as needed.

  4. To add or remove selected users, click the Find icon.

    • To add a user, select a user in the Enabled User list, and then click the right arrow to move the user to the Selected Users list.

    • To remove a user, select the user in the Selected Users list, and then click the left arrow to move the user to the Enabled Users list.

  5. When finished, click Save.

ClosedDelete an account

  1. On the Accounts list, click to select an account, and then click the Delete icon.

  2. Click Yes in response to the confirmation message.

ClosedSearch for accounts

You can search for an account by typing data into a field above a column or by selecting an option from the Service Category column's dropdown list. Only accounts containing the specified data are displayed.

 If you perform a search without specifying any search criteria, every account will display.

  • Type all or part of a search term (text or numerals) into a blank field above a column, and then press Enter or click anywhere on the page below the column fields.

  • Or, select an option from the Service Category column's dropdown list.

You can also search using multiple terms by typing search terms in one or more blank fields and then selecting an option from the dropdown list.

ClosedSort accounts

You can sort accounts based on the information displayed in the columns.

  1. Click a column header to display accounts in ascending order based on the information in the column.

  2. Alternately click the header to sort the accounts in descending or ascending order.