How to place an Easy Order in Encompass
This guide explains how an Encompass user (such as, but not limited to, a Loan Officer, Loan Processor) can use the "Easy Order" feature with GridBase® to quickly order Title services with minimal clicks in Encompass.
Using Encompass Easy Order with GridBase®
Before you begin, this guide assumes that an Encompass administrator at your organization has already enabled GridBase® in your Encompass environment and has already configured Easy Order options.
Encompass Smart Client (Desktop Application)
The Encompass Smart Client, which is its Windows desktop application, does not include direct support for Easy Order functionality. However, you may open a loan in the pipeline, click the Open Web View button at the top right (in the blue toolbar) and follow the steps below from there.
Note: The Open Web Version button described above is only visible when the Encompass Smart Client's window is large enough. If you cannot find this button (typically near the Search All Regs and eFolder buttons), try maximizing your Encompass Smart Client window.
Encompass LO Connect (Web View)
- Open a loan in the pipeline.
- On the left side, scroll down and find the Services section. Click All Services under it.
- Find the Title and Closing category. On the right of this line, you will find a small right-arrow that shows Launch Easy Order when you hover your mouse pointer over it. Click this arrow icon.
- Select GridBase® on the right.
- Select the appropriate option on the right if applicable.
- Click Submit to place your order.
Below is an example of the Easy Order screen:
Related Articles
Configuring Easy Order options for Encompass
This guide explains how a lender's Encompass administrator can configure the "Easy Order" feature with GridBase® to enable quick ordering of Title services with minimal clicks in Encompass. Getting Started Before you begin, this guide assumes that ...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 ...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 ...Automating Encompass Workflows with GridBase
Encompass is a very flexible and powerful system for automating lenders' workflows. The many points of configuration and flexibility means it can often be challenging to know where to start when configuring your environment as an Encompass admin. ...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 ...