Please contact support@blend.com if you’d like to walk-through your set up in Encompass
In order for lenders to take advantage of Blend’s new Blend-Encompass integration, user administrators at the lender will need to create an API user in their Ecompass instance. This will act as interface between Blend and their Encompass instance
See below for step-by-step instructions on the process.
Step 1: Blend provides lender an API Client ID that lender administrator will use when creating a user
Your Blend point of contact will provide you a client_id (or API Client ID). This is part of an authentication protocol that Ellie Mae has issued Blend in order to access Ellie Mae’s APIs on your behalf.
Example: client_id = rmsgpbp
Step 2: Navigate to Settings > Organization/Users in Encompass
Step 3: Click the green plus icon to create a new user
Step 4: Enters user details

Step 5: Please send your Blend Account Manager an email letting them know you successfully completed Steps 1-4 in order to ensure the new integration is enabled.
Persona for the Blend API User
As a best practice, Blend very strongly recommends giving the API user the Super Admin persona. This ensures there are no permission roadblocks during implementation and allows for uninterrupted integration cohesion with product development. Credentials for this user are encrypted and cannot be accessed by almost anyone.
If you still have objections to giving the API user the Super Admin persona after discussing with your Blend client-facing teams, you can create a new persona for this API user called “Blend API User.” By creating a separate persona for the API user, you limit the risk of conflicting and changing permissions with other users. Blend recommends adding the following permissions to the Blend API User persona.
Pipeline
Pipeline Tasks

Pipeline Tasks cont’d
Loan
Other
Other cont’d

Itemization Fee Management – all items checked
Forms/Tools
Input Forms – all items checked
Tools – all items checked

eFolder
General
General cont’d

General cont’d

General cont’d

General cont’d

Unprotected Documents – all items checked
Unassigned Files (File Manager)

Unassigned Files (File Manager) cont’d

Unassigned Files (File Manager) cont’d

Unassigned Files (File Manager) cont’d

Protected Documents – all items checked
Conditions – all items checked
Trades/Contacts/Dashboard/Reports
Trades – no items checked
Dashboard – no items checked
Contacts – all items checked
Reports – no items checked
Settings
Company Settings – no items checked
Personal Settings – no items checked
Other – no items checked
External Settings

External Settings – no items checked
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