Below are the steps on how to set up LodeStar within Encompass Partner Connect (EPC). After you have received your username, password and organization id from LodeStar Support, please follow the steps below. In order to use LodeStar within Partner Connect, you will need to set LodeStar up within Encompass Web first.
Part 1:
Step 1: Within your SDK version, go to "Encompass" and then "Settings":
Step 2: Within Encompass Settings, you will see a link "Web Version Settings". Click on the link and follow Part 2 below.
Part 2:
Step 1: Login to Encompass LO Connect and navigate to "Services" and then to the "Services Management."
Step 2: Navigate to the righthand side of the screen and click "Add Service". Within the "Category" box select "Closing Fees" and then click "Retrieve Products". You will see "LodeStar Closing Cost Calculator" as an option.
Select "Manual" if you don't plan on automating it. (*Please first set up the manual version first and then you can set up the automated version).
Step 3: Within the "Add Manual Setup" screen, add in the "Service Setup Name". This can be whatever name you prefer, but we do recommend making sure "LodeStar" is in the name.
You will then select your "Authorized Users". The users you select will be able to access LodeStar. Lastly, click "Save".
*You do not need to add in a "Readiness Condition" during set up.
Step 4: Once it is added to "Services Management", click on the three dots under "LodeStar Closing Cost Calculator". From there, click on "Credentials".
Step 5: Under "Company Credentials", click on the three dots to the right of the screen and then click the pencil icon to edit.
Step 6: Enter in your unique organization_ID that LodeStar has provided to you and click "Save". (The organization_id in the screenshot below is for LodeStar's demo account.)
Step 7: Under the "User Credentials" section, navigate to the righthand side of the screen and click the "Add" button.
Step 8: Add in a name (this is not provided by LodeStar and can be any name you'd prefer) and the username and password that LodeStar provided to you.
You will then need to select the users that will have access to the credentials. *You must have at least one user added.
Step 9: After you have added in your credentials, navigate back to the "Services Management" screen and click "Service Setup".
Under "Status" toggle the setup to "On".
Once everything is set up, you will be able to access LodeStar within Encompass Partner Connect. Now let's test out if your set up works! See steps here on how to access LodeStar within EPC.
For any questions, please reach out to support@lssoftwaresolutions.com.