> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Encompass LOS Setup Guide

> Setup Truv within ICE Encompass® (SmartClient/Desktop and web editions)

Truv helps loan officers and processors submit income and employment verification requests on behalf of borrowers. With the Encompass® integration, customers retrieve and refresh aggregate reports and store them in the Encompass® eFolder during the mortgage loan origination process.

***

## Encompass LOS Setup Guide

The steps below cover each part of setting Truv up with Encompass® using administrator privileges.

**Step 1:** Log into Encompass® as an administrator using [Encompass® Web](https://encompassloconnect.com/admin). Navigate to the **Admin** tab at the top of the screen, select **Services** on the left navigation. Select **Services Management** and then **Add Service** on the right.

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-setup-step1.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=95c8eef3787b9ae6a8317e6eaab10100" alt="Add Truv as a service in Encompass Services Management" width="1806" height="1009" data-path="images/encompass-setup-step1.png" />

**Step 2:** Select **Verifications** in the **Category** dropdown on the right. Select the **Truv** tile to add it to the Service page. Then select **Credentials**.

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-setup-step2a.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=df8db6410263876c536b291a81fac13d" alt="Select Verifications in the Category dropdown" width="1812" height="1006" data-path="images/encompass-setup-step2a.png" />

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-setup-step2b.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=bdd8861defcf96c8c55d0ac794363d4b" alt="Select the Truv tile and Manual trigger option" width="1799" height="1009" data-path="images/encompass-setup-step2b.png" />

**Step 3:** On the company credentials page.

* Select **Add** under **Company Credentials**.
* Copy and paste the Client ID and Production API Key Secret from your Truv Dashboard → **API Keys** tab into the corresponding fields in Encompass.
* Repeat this step to add an Automation Credential using default Company Credentials. This will ensure any automation workflows function smoothly.

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-company-creds-both.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=4f2a6e7b084530f58bc1ce2580d59a9f" alt="Company and Automation Credentials in Encompass" width="1481" height="953" data-path="images/encompass-company-creds-both.png" />

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-setup-step3.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=10c69a90978e909cc93b423b22ac88e4" alt="Company credentials configuration in Encompass" width="1540" height="951" data-path="images/encompass-setup-step3.png" />

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-setup-step4.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=33b21adebad20cb802f20417a62ba0e0" alt="Copy API credentials from Truv Dashboard" width="1920" height="1080" data-path="images/encompass-setup-step4.png" />

<Info>
  Truv provides **sandbox** and **production** environments, each with its own Access Secret. Use sandbox to check structure and get sample data. Confirm your configurations in sandbox before moving to production.
</Info>

**Step 4:** Return to the **Services Management** page and click the three dots on the Truv tile to open the options:

* Select **Service Setups** in the options. On the next page click **Add** on the Manual option.
* Add a **Service Setup Name**, then enable the service at the highest organization level so all Encompass users can access. Then switch the Manual setup to **Active** in the top right.

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-service-setup.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=e38b145966a12fdd60fe938077b3547a" alt="Service Setups option on the Truv tile" width="1726" height="952" data-path="images/encompass-service-setup.png" />

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-click-manual.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=6a13782d560547b7ede58ef6c426e187" alt="Click Add on the Manual option" width="1722" height="958" data-path="images/encompass-click-manual.png" />

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-manual-setup.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=65cc7e5cebae7007aa3748e651543fea" alt="Manual setup configuration" width="1661" height="954" data-path="images/encompass-manual-setup.png" />

**Step 5:** Activate the Truv verification by toggling the **Status** button for the service setup. If the Client ID and Access Secret are incorrect, an error message appears when creating an order.

<img src="https://mintcdn.com/truv/zBEYg6BWIhwsJtKG/images/encompass-setup-step6.png?fit=max&auto=format&n=zBEYg6BWIhwsJtKG&q=85&s=8dc655ba413f4c081bb454bd1ed1eb2f" alt="Toggle Status to activate the Truv verification service" width="1799" height="1007" data-path="images/encompass-setup-step6.png" />

***

## Setup guide for manual ordering with Encompass®

<iframe width="100%" height="400" src="https://www.youtube.com/embed/ADTSyfYEshU" title="Encompass Integration With Truv: How to Setup" frameborder="0" allow="autoplay; fullscreen; encrypted-media; picture-in-picture" allowfullscreen />

***

## Next steps

<CardGroup cols={2}>
  <Card title="Placing Orders" icon="clipboard-list" href="/mortgage/integration/ice-encompass/manual-voie">
    Manual ordering, ASO configuration, and AIM Check
  </Card>

  <Card title="Customization" icon="palette" href="/mortgage/integration/ice-encompass/customization">
    Templates, eFolder mapping, and notification settings
  </Card>

  <Card title="Truv Dashboard" icon="gauge" href="https://dashboard.truv.com">
    Manage credentials and templates
  </Card>

  <Card title="Contact Support" icon="headset" href="mailto:support@truv.com">
    [support@truv.com](mailto:support@truv.com)
  </Card>
</CardGroup>
