Encompass provide lenders the ability to grant providers such as Blueprint, controlled access to their Encompass instance and the data within it. The steps to link the client’s Encompass instance to Blueprint are outlined below. Blueprint uses the Encompass Partner Connect (EPC) interface for setting up the integration of IncomeXpert to Encompass. The integration can be used with the Desktop Client or the Web version of Encompass.
Step One
The client must reach out to the sales team at Blueprint to request an API key. Reach out to the team by emailing your request to sales@getblueprint.io. Blueprint will respond and provide some client setup guide documentation that you can forward to your Encompass Admin for review.
Step Two
Set up an installation meeting with your Encompass Admin and Blueprint. In this meeting we will install the API key and test out the interface between your Encompass and your IncomeXpert account. This normally takes about 30minutes.
Step Three
Blueprint can now sync data to and from Encompass. The Blueprint integration will streamline your Encompass workflow by eliminating duplicate data entry by importing information directly from Encompass and syncing completed income calculations back to Encompass.