How to Add Income Analysis as a Service Provider in Encompass®

Add Income Analysis as a service provider

1. Sign in to the Encompass® Web Portal using your administrator credentials.

2. From the Admin page, expand the Services panel, then click Services Management.

3. Click Add Service.

4. In the Category popup, select Additional Services from the dropdown menu.

5. Click Retrieve Products.

6. In the Search field, enter Income Analysis, then click Search.

7. Locate the CoreLogic Income Analysis tile, then select the Manual hyperlink.

8. On the Add Manual Setup page, enter a unique Service Setup Name.

9. Optionally, enter a description in the Service Setup Description field.

10. Optionally, in the Readiness Conditions section, configure the criteria that must be met for authorized users to see the service in their order options menu.

    Note: The condition syntax is based on the Visual Basic .NET programming language. For information on how this syntax works, refer to the Advanced Coding for Business Rules guide, or contact Encompass Support for assistance.

11. In the Authorized Users section, add the users who need access to the service. Use the Organizations or Users list to locate the appropriate users, then click the Move icon (—>) to transfer them from the Category pane to the Selected Entities pane.

12. Once all users have been moved to the Selected Entities panel, click the checkbox to select all users.

13. Click the Active toggle to turn the service from OFF to ON.

14. Click Save.

Next steps

Now that you’ve set up Income Analysis as a service provider in Encompass, you can proceed to configure your users. Follow the steps outlined in How to Set Up Income Analysis User Credentials in Encompass®.