How to Order Title in Encompass®

Overview🔗

If you've been quoting through the LodeStar calculator in Encompass®, you can also place the title order itself directly from the loan file. The order routes straight to the SettleWise team, who will follow up with any questions.

Step-by-Step Instructions🔗

1. Open Order Title and Closing

In your loan file, go to the Services tab and select Order Title and Closing.

2. Select SettleWise as your title company

If SettleWise is already saved to your title companies, go to My Title Company, select SettleWise from the list, and click Order.

Note: If SettleWise isn't showing up yet, use the Search and Manage tab to search for SettleWise and add them to your title companies. Once added, they'll be available from the My Title Company screen going forward.

3. Fill in the order details

In the order window, add any comments and attachments needed, and select the product type for this closing. Dates will pull in automatically, but you can update them here if needed.

4. Ordering a payoff (refi files)

If you're working a refinance and need to order a payoff, use the Payoff tab and enter the relevant details there.

5. Push over file contacts

If there are file contacts SettleWise will need, go to the contacts tab and select anything applicable to this order.

6. Submit the order

Return to the Order Title and Closing tab and confirm everything is filled in correctly. Once ready, click Submit Order. This sends the order directly to the SettleWise team, and they'll reach out with any questions to help keep the file on track to close on time.

Questions?🔗

For anything urgent, email orders@gosettlewise.com. The SettleWise team is very responsive and will help make sure the order gets handled quickly.