This document will show a user how to add C.L.A. Title & Escrow to the Order Title & Closing services menu which will allow the user to quote and order title through the appropriate Title vendor. This document was written with the assumption that the end user has basic knowledge on how to navigate the Encompass360 software.Next ›
Open a loan from the Pipeline tab
From the Loan tab > select Services from the menu bar at the top of the Encompass 360 application window > select Title & Closing
From the Order Title & Closing menu > select All Title Companies > then click the “Clear” button (this will clear the existing search criteria)
From the "Company Name" input text box > input the name of the Title company you would like to search for > click the "Search" button > highlight the intended Title company > click "Add to My Title Companies" then select "ok" at the pop up > then click "Next"
And just hit it one more time!