Adding Title Officers to Encompass

Adding Title Officers to Encompass

Adding Title Officers to Encompass

Step 1: Go to “File Contacts” under the tools bar

Step 2: Click on “Title Insurance Company” (File Contact 27)

Step 3: Click on the address book icon next to company name

Step 4: Search for your Title Representative and select them in the table at the top and click the select button.

Step 5: If you cannot find your Title Representative, then manually type in their information and click on “Create New and Select”.

    • Related Articles

    • Encompass stalls when attempting to print a custom form

      The text below is copied from Ellie Mae's knowledge base. (KB# 000011042) From the Start menu, type "regedit" and open the regedit.exe program. In the registry editor, navigate to one of the following key depending on the bit-ness of your OS: For ...
    • How to export a Fannie 3.2 file from encompass

      Within a loan, goto the Services tab and click on the Access Lenders button. In the pop up window, choose "Export file to other partners" and hit the Continue button. In the save screen, choose the destination for the file and give it a name.  In the ...
    • LO Login to eSign Disclosures

      When disclosures are sent, you will receive an email containing a link so you can sign your 1003. After clicking that link, you should see a page that looks like this. Your instance ID is BE799877. Your User ID and Password are the same ones you use ...
    • How to merge loans in Encompass

      1. Open the primary borrower's loan file from the pipeline 2. Click on the Tools tab, then click Co-Mortgagors or the page and pencil at the top left to access Manage Borrowers. 3. To import a borrower, click the Import button. 4. Select Source ...
    • [Encompass] Changing co-borrower to co-applicant

      First, click Manage Borrowers. It will open this dialog; click the borrower pair you want to move someone from, then click the Move button for the appropriate borrower. It will open this dialog. The borrower you've selected will have a turquoise ...