Creating a fee estimate in Encompass using GridBase

Creating a fee estimate in Encompass using GridBase

This guide explains how an Encompass user (such as, but not limited to, a Loan Officer, Loan Processor) can create a fee estimate with GridBase®, which populates data directly into the 2015 fee itemization form's fields in your Encompass loan.

Before you begin, this guide assumes that an Encompass administrator at your organization has already enabled GridBase® in your Encompass environment. 

Step 1: Getting Started

Encompass Smart Client (Desktop Application)

To start a fee estimate from the Encompass Smart Client, which is its Windows desktop application:
  1. Open the relevant loan file. If already open, save the loan file and make sure you do not receive any validation warnings or errors. If you do see any warnings errors about the loan, resolve those before continuing.
  2. On the bottom-left pane, select the Services tab and click Order Title & Closing.
  3. Once the Order Title & Closing screen is visible, select the My Title Companies tab, select GridBase from the list, and click the Order
     button on the bottom-right.

Encompass LO Connect (Web Version)

  1. Open a loan in the pipeline.
  2. On the left side, scroll down and find the Services section. Click All Services under it.
  3. Click the Order Service button.
  4. Once the Order Service screen is visible, select Title and Closing on the left list, select GridBase on the right list, and click Next on the bottom-right.

Step 2: Starting a Fee Estimate

Whether you are using the Encompass Smart Client or Encompass LO Connect, the remaining steps are exactly the same...
  1. Begin by clicking the Fees tile.
  2. When you have only 1 title provider configured with GridBase®, you will immediately see the Fee Estimate screen. Otherwise, when your account has multiple title providers configured, you will first need to select the title provider from which you need to acquire a fee estimate.
  3. Once the Fee Estimate screen is visible, it will load all of the data it needs from the Encompass loan file automatically.
  4. In most cases, you can simply click the Calculate Quote button at the top right...
  5. You may optionally select the Questions tab to review any questions related to recording fees and taxes for the subject property and select them as appropriate.
AlertImportant: There are some cases where you will see a warning indicator on the Recording Information tab. When this happens, you will need to select the Recording Information tab and select the appropriate Recording Office. After doing so, you can click Calculate Quote to proceed.


Step 3: Review Endorsements

After submitting your request for a fee estimate in the step above, the next screen will prompt you to review the Endorsements. Make any changes if needed and click the Accept
 button at the bottom-right when done.


After clicking accept, a PDF file of type "Fee Sheet" will automatically be uploaded to the loan's eFolder. Note the eFolder location can be configured by your Encompass administrator as noted in a separate topic.
Info
Note that the Endorsements that are checked by default are fully configurable. Reach out to the GridBase® team if and when you need this configured or updated in any way.

Step 4: Accept changes into your 2015 Fee Itemization form

The final screen displays all of the changes that are about to be made to your 2015 Fee Itemization form in Encompass for the loan. By clicking the Accept Changes button, you are granting GridBase® permission to update the fields and values with the checkmark indicator to be pushed into these fields. If you click Discard Changes, none of the fields will be updated on the loan file.


InfoNote: Whether all or certain users can make individual selections on the screen above is configurable. Contact the GridBase® team to configure the desired behavior.

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