Fully automate service ordering in Encompass

Fully automate service ordering in Encompass

This guide explains how a lender's Encompass administrator can configure fully automated service ordering with GridBase® in Encompass.

Getting Started

Before you begin, this guide assumes that GridBase has already been enabled in your Encompass environment.

Plan and coordinate with GridBase® and your Title Provider(s)

Each Title Provider from which you order will most likely have its own, unique configuration for each product you order from them as a Lender. Each use-case will need to be planned for before configuring. Some examples for use-cases are provided below to help jumpstart your discussions and planning:
  1. Order Title from Title Provider A for Refinance
  2. Order Title from Title Provider A for Purchase
  3. Order Title from Title Provider B for Purchase (VA Loan)
  4. Order Property Report from Title Provider C for HELOC
  5. Order Property Report from Title Provider D for Loan Default
Regardless of whether during or after the initial onboarding, contact the GridBase® team so we may guide all parties through this collaborative process to ensure a smooth and accurate configuration.

Creating a new Automation Rule

Open your web browser and navigate to the Encompass portal (LO Connect).
  1. At the very top-right corner of the screen, click the tiles icon to open the menu, and click the Admin tile to navigate to the administration area.
  2. Next, expand the Services area on the left side of the screen and click the Services Management menu item.
  3. Click the Automation Rules button at the top.
  4. Expand Title and Closing, then click the Add button.
  5. Enter a descriptive yet concise Rule Name.
  6. Find the Service Orders section near the bottom and click the Add button.
  7. When prompted for the Provider, select GridBase and click the Create button.
  8. Enter a descriptive yet concise Service Order Name.
  9. Find the Automated Options section near the bottom and click the Add button to its right.
  10. Here you should be given a form titled GridBase Easy Order Options...
    1. Enter a descriptive Name. Reference the examples above for inspiration.
    2. As part of the planning done ahead of time with the GridBase® team and your Title Provider(s), fill out each of the remaining fields' values as previously determined.

Creating a new Workflow Rule

Open your web browser and navigate to the Encompass portal (EPC).
  1. At the very top-right corner of the screen, click the tiles icon to open the menu, and click the Admin tile to navigate to the administration area.
  2. Next, expand the Workflow Management area on the left side of the screen and click the Workflow Rules menu item.
  3. Click the New Rule button at the top right.
  4. Configure the Triggering Event and any optional Conditions per your business requirements. When done, click the Result tab to continue to the next step.
  5. Click the Resulting action drop-down, select Order Service, and click the Add button.
  6. Under the Select Service Rule section near the bottom, select the Automation Rule created in the previous section of this article.
  7. Click the Save button on the bottom right.
Info
Communicate with the GridBase® team and your Title Provider(s) to ensure they are aware of your test orders!
Once all steps have been completed, create a new test loan in your pipeline, then recreate the conditions needed to trigger the Trigger Event and Conditions configured in this section to place a test order from this loan.