Encompass Integration
Overriding fee payee for attorney states using Encompass DDM
When receiving fee data for fees, all settlement fees will be set to a single payee per state. It is common to have to update this after receiving the fee data so the Attorney Fee shows the attorney that is to be paid, and this article explains how ...
Connecticut Planning Regions and how they affect Order Management
Lenders As of Encompass 25.1 and later (released March 15, 2025), Encompass added support for planning regions within the state of Connecticut. If you submit an order with a Subject Property in Connecticut, you may encounter an error similar to the ...
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 ...
How to configure Encompass workflows for title updates
This guide explains how a lender's Encompass administrator can configure fully automated workflows with GridBase® in Encompass when title providers send updates. Getting Started Before you begin, this guide assumes that GridBase has already been ...
How to configure Encompass workflows for automated loan updates
This guide explains how a lender's Encompass administrator can configure fully automated notifications with GridBase® in Encompass to notify title providers when an important update has been made to the loan for which the title provider must be ...
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. ...
How to configure Encompass workflows for automated loan contact updates
This guide explains how a lender's Encompass administrator can configure fully automated notifications with GridBase® in Encompass to notify title providers when an assignment (such as loan officer, loan processor, loan closer) has updated on a loan. ...
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 ...
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 ...
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 ...
Configuring data extensions for Closing Agent 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 Closing Agent Management by GridBase® begin by signing into the Encompass web portal, click Services / ...
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 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 Encompass Web, click Services / Services Management and click the Field ...
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 ...
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 (LO Connect). At ...
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 ...