How to enable GridBase in your Encompass environment

How to enable GridBase in your Encompass environment

This guide explains how a lender's Encompass administrator can configure their Encompass account to enable the GridBase® service for the first time.

Getting Started

To begin, open your web browser and navigate to the Encompass portal (LO Connect).
  1. At the very top-right corner of the screen, click the tiles icon to open the menu, and click the Admin tile to navigate to the administration area.
  2. Next, expand the Services area on the left side of the screen and click the Services Management menu item.

Add the GridBase® service to your account

  1. Click the Add Service button on the top-right.
  2. Click the search icon (Search icon) on the top right and type GridBase.
  3. Identify the correct tile to configure:
    1. This will be GridBase for your production environment, OR...
    2. This will be GridBase - SANDBOX for your user acceptance testing (UAT) environment.
  4. Inside the appropriate tile identified in the previous step, click the Manual link at the bottom-left.
  5. Enter the service name as follows:
    1. Enter GridBase if this is for your production environment, OR...
    2. Enter GridBase - Sandbox if this is for your user acceptance testing (UAT) environment.
  6. Add at least one authorized user for now.
  7. Click Save when done.

Configure your GridBase® credentials

  1. Using the menu on the left side of the screen, click the Services / Service Management menu item to return to where you began.
  2. You should now see the GridBase (or GridBase - Sandbox) tile listed here. Click Credentials near the bottom-right inside this tile.
  3. Under the Company Credentials section, click the kabob icon (kabob or context menu icon) on the right and click the edit icon (edit icon).
    1. Enter the Organization ID provided to you by the GridBase® team and click Save.
  4. Under the User Credentials section, click the Add button on the right.
    1. Enter a Name for the group of users for which you wish to allow access to GridBase®.
    2. Enter the UserCode value provided to you by the GridBase® team.
    3. Under the Users section, click the Add button on the right.
    4. Select the appropriate user(s) or persona(s) for which you wish to provide access to GridBase® and click Add.
    5. Click Save when done.
Once you have completed these steps, you are ready to test ordering service from GridBase® for a test loan file using one of the user accounts configured per the steps above!