How to Set Up VOE/I User Credentials in Encompass®

Overview

Before your users can access Verification of Employment and Income (VOE/I) as a service, you must first set up the required credentials in the Encompass® Web Portal. Once these credentials are configured, your users can immediately initiate the service directly within their existing workflow—without switching systems or disrupting loan processing.

Before you begin, locate your VOE/I credentials. These were provided in your product onboarding email(s). You’ll need the following to complete the setup:

• Cotality Gateway Client ID (e.g. GG001234)

• Service Account

• Secret (Password)

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

2. From the Admin page, select Services from the left-navigation panel, then select Services Management.

3. From the Category dropdown menu in the upper-right corner of the screen, select Verifications.

4. Locate the CoreLogic Verification of Employment/Income tile.

5. Click the ellipsis icon (⋯).

6. Select Credentials from the menu.

7. Under the Company Credentials section, click the Add button.

8. In the Name field, enter a descriptive name for the company credentials.

9. Optionally, enter a description for the credentials in the Description field.

10. Enter the CDG Lender ID (Gateway Client ID).

    Tip: You can find your Gateway Client ID in the credential email(s) provided by Cotality. The ID begins with "GG00". If you copy and paste the ID, verify that no extra spaces are included.

11. In the Username field, enter your Service Account number. In the Password field, enter your Secret.

    Tip: Your Service Account number and Secret are included in the credential email(s) provided by Cotality. If you copy and paste either value, verify that no extra spaces are included.

12. In the 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.

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

14. Click Save.

    Important Note: When adding additional users to an Encompass service that has already been setup, make sure the new user(s) are added to both the Service Provider Setup users list and the User Credentials users list.

Outcome

You can configure VOE/I user credentials, allowing authorized users to access and initiate verification services directly within Encompass.