How to Add Loan Quality Debt Monitoring as a Service Provider in Encompass® Partner Connect (EPC)

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Overview

Loan Quality Debt Monitoring (LQDM) is available within ICE Mortgage Technology™ lender‑facing applications, including both the desktop and web versions of Encompass®.

By configuring LQDM as a service in your Encompass environment, you allow your users to initiate debt‑monitoring directly within their existing workflow—without switching systems or disrupting loan processing. The configuration steps will be completed in the Encompass Web application, even if your team primarily uses Encompass Desktop to access the integration.


Add LQDM as a service provider

   

  1. Sign in to Encompass® Web (or Desktop) using your admin credentials.

    Tip: If you’re logged in through Encompass Desktop, open the Encompass menu in the upper left corner and select Settings. When the Settings Overview page appears, click Web Version Settings to continue.

  2. Select the Applications menu.

  3. Select Admin.

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

  5. Click Add Service.

  6. In the Category dropdown menu, select Additional Services, then click Retrieve Products.

  7. Type CoreLogic LQDM in the Search field and press Enter.

  8. Locate the CoreLogic LQDM tile, click the Manual hyperlink.

  9. On the Add Manual Setup page, enter a unique Service Setup Name (e.g., Loan Quality Debt Monitoring).

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

  11. 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.

  12. In the Authorized Users section, add the users who will access the service. Use the Organizations or Users list to locate them. Once located, click the move icon (—>) to transfer users from the left-side Category panel to the right-side Selected Entities panel.

    Tip: Use the Search icon to search for a specific user. Use the Down Arrow icon to expand the Category folders.

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

  14. Click on the Active toggle at the top right of the screen to turn the service from OFF to ON.

  15. Click Save to complete manual setup.

Next steps

Now that you’ve set up LQDM as a service provider in Encompass, you can proceed to configure your users. Follow the steps outlined in How to Set Up Loan Quality Debt Monitoring Credentials in Encompass® Partner Connect (EPC) to complete the user setup.


Outcome

You can add LQDM as a service provider in Encompass. This allows your users to initiate debt‑monitoring directly within their existing workflow—without switching systems or interrupting loan processing.