To set up this integration, you will need to be on the Agency Plus, Agency Complete, or Agency Pro plan with Canopy Connect, and have an active Encompass account.
Integration Setup in Canopy Connect (Administrators)
Navigate to the Integrations page by clicking on the Integrations tab in the left side menu.
Click the '+' icon in the Encompass integration box to add the integration.
The integration page will open. You’ll see a Setup Token automatically generated for you. Please Note: Make sure to copy this token as it is necessary to complete the integration setup in Encompass.
Click Save to complete the setup in Canopy Connect.
Lastly, navigate to the Your Links page and click on Links to open the Your Links age. Copy your public alias from the blue bar.
Integration Setup in Encompass (Administrators)
Accessing Encompass from your web browser
Open up your Internet Browser and go to https://encompass.ice.com. Enter the Instance ID and select Next to access the login page for your instance.
The Instance ID is your SmartClient ID, which is provided by
your Encompass administrator (not the Client ID found under Help>About Encompass in the Encompass desktop program). Example: BE111XXXX. You must also use a slide to sign on option from the Ping ID app.
Enter the User ID and Password, and then select the Log In button to log in.
Please Note: The web version of Encompass is not accessible if you are blocking cookies or disabling JavaScript in your browser. The use of ad blockers may prevent ICE Mortgage Technology from troubleshooting your system if you experience a problem with the web version of Encompass.
You will see the Encompass Admin page when logged in.
Accessing Encompass from the Encompass Desktop App
Double-click the Encompass icon on your desktop. On the Encompass - Launcher, enter the SmartClient ID provided by your system administrator. Click Login.
The Auto Sign-On check box is selected by default.
● If the checkbox is selected, the Encompass - Launcher will not display on future logins.
● If the check box is cleared, the Encompass - Launcher will display each time you log in.
Please Note: If you need to log on to different Encompass environments, for example test and production environments, use the Manage IDs button to add, delete, or reorder the SmartClient IDs for the different Encompass environments that are available for selection from the drop-down list. Make sure you clear the Auto Sign-On checkbox so that the launcher displays each time you log on, allowing you to select the SmartClient ID for the appropriate environment.
Once you are in Encompass Smart Client go to Encompass Settings.
Ensure you are in the Systems Overview. Click on “Web Version Settings.”
You will see the Encompass Admin page when logged in.
Encompass Admin Portal Setup
Please Note: The following steps must be set up in the order they are listed for the integration to work correctly.
Interactive Ordering Manual Setup
Open Encompass Admin Portal either via the Encompass Desktop Application or the
Internet Browser.
Click on Services.
Click on Services Management.
Click on the Add Service.
Find the Canopy Connect - Verification of Insurance Card and click on Credentials.
Click on the Add button.
Fill in the Name and Description fields. The values can be any verbiage you wish.
Add the Public Alias and Setup Token that you saved from the Integrations Setup in Canopy Connect steps above.
Public alias: e.g. if your Canopy Connect link is app.usecanopy.com/c/demo, use “demo.”
Leave the For Automation Bot checkbox unchecked.
Mapping Users to the Canopy Connect Credentials
This section allows the Lender to select the Encompass Users that will be mapped
to these Canopy Connect Credentials.
Click on the Search icon and type in the Encompass User name or id and press the
Enter key.
When the Encompass Users appear, select the adjacent to the user to move the
Encompass user to the Selected Users pane.
Click the Save button.
Automated Ordering Setup
Open Encompass Admin Portal either via the Encompass Desktop Application or the
Internet Browser.
Click on Services.
Click on Services Management.
Click on Automation Rules.
Click on the Verifications category section.
Click on the Add button.
Type in a name in the Rule Name input field.
Type in a description in the Rule Description input field.
Click on the Add button next to Service Orders.
Select Canopy Connect - Verification of Insurance as the Provider.
Select Loan Level as the Evaluation Level.
Type in a name in the Service Order Name input field.
Type in a description in the Service Order Description input field.
Use the Condition Editor or Query Builder to specify the readiness conditions.
Click on the Continue button, then click on the Save button.
Sending a Verification Order to a prospect in Encompass
Sending a Verification Order from the Web Browser
From a loan, select Services and then All Services.
Select Order Service.
Select Verifications in the Categories box, and then choose Canopy Connect - Verification of Insurance.
Sending a Verification Order from the Encompass Desktop App
From a loan, select Services and then Order Verifications.
Select Verifications in the Categories box, and then choose Canopy Connect - Verification of Insurance.
Canopy Connect Order Form
Preview the email that will be sent to the borrower. Confirm that the recipient and Canopy Connect link (provided in credentials) are correct. Then press Send email.
The borrower should receive an email that looks like the following. They should press the Verify Insurance button to open your Canopy Connect link.
The borrower will give their consent, search for and/or select their insurance carrier, and then submit their credentials.
Back in Encompass, you will receive real-time updates about the status of their submission.
You’ll be able to see the imported declaration pages in Encompass, as shown in the example below.
We also prefill the policy term and premium on certain disclosures such as the Loan Estimate (LE) and Closing Disclosure (CD), as shown in the example below.