How to enable 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 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.
- Identify the correct tile to configure:
- This will be GridBase for your production environment, OR...
- This will be GridBase - SANDBOX for your user acceptance testing (UAT) environment.
- Inside the appropriate tile identified in the previous step, click the Manual link at the bottom-left.
- Enter the service name as follows:
- Enter GridBase if this is for your production environment, OR...
- Enter GridBase - Sandbox if this is for your user acceptance testing (UAT) environment.
- 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 GridBase (or GridBase - Sandbox) tile listed here. Click the kabob icon (
) near the 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®.
- Enter the UserCode value provided to you by the GridBase® team.
- 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!
Related Articles
Understanding Authentication with Encompass, GridBase, and a TPS
Encompass Service Authentication Overview ICE Mortgage Technology's loan origination system, Encompass, is a rich and complex system. As such, it offers its own learning and training materials, for which this article only intends to supplement and ...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 ...Configuring Document Type mappings for Encompass
Understanding Document Mappings When subscribing to Order Management by GridBase® from Encompass, both Lenders and Title Providers can fully establish fully configurable document type mappings to accommodate any kind of workflows built around ...Configuring network firewall rules for GridBase
All network transmissions to and from GridBase are exclusively TLS/SSL encrypted (HTTPS) traffic on port 443. TLS 1.2 or later is required. Traffic originating from GridBase Network traffic originating from GridBase that is then sent to your systems ...Configuring data extensions for Order Management in Encompass
Data extensions are a feature of Encompass that allows custom data to be leveraged for specialized workflows. To leverage these fields with GridBase® begin by signing into the Encompass web portal, click Services / Services Management and click the ...