How to enable Closing Agent Management by GridBase in your Encompass environment
This guide explains how a lender's Encompass administrator can configure their Encompass account to enable the GridBase® service for the first time.
Getting Started
To begin, open your web browser and navigate to the Encompass portal (EPC).
- 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.
- Next, expand the Services area on the left side of the screen and click the Service Management menu item.
Add the Closing Agent Management by GridBase® service to your account
- Click the Add Service button on the top-right.
- Select Title and Closing for the category (and click Retrieve Products if prompted with a pop-up).
- Click the search icon (
) on the top right to make the search field visible and type GridBase.
- Click the tile for Closing Agent Management by GridBase.
- Inside the appropriate tile identified in the previous step, click the Manual link at the bottom-left.
- Enter the service name as follows: Closing Agent Management by GridBase
- Add at least one authorized user for now.
- Click Save when done.
Configure your GridBase® credentials
- Using the menu on the left side of the screen, click the Services / Service Management menu item to return to where you began.
- You should now see the Closing Agent Management by GridBase tile listed here. Click the kabob icon (
) near bottom-right inside this tile and click Credentials.
- Under the Company Credentials section, click the kabob icon (
).
- Enter the Organization ID provided to you by the GridBase® team and click Save.
- Under the User Credentials section, click the Add button on the right.
- Enter a Name for the group of users for which you wish to allow access to GridBase®.
- Under the Users section, click the Add button on the right.
- Select the appropriate user(s) or persona(s) for which you wish to provide access to GridBase® and click Add.
- Click Save when done.
Once you have completed these steps, you are ready to test ordering service from GridBase® for a test loan file using one of the user accounts configured per the steps above!
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