Common SmartFees™ Setup Errors in Encompass® Partner Connect (EPC)

Overview

How you set up SmartFees™ through Encompass® Partner Connect (EPC) is critical to ensuring a smooth experience and optimal functionality. During the setup process, you may encounter common errors that require resolution.

Common setup errors

[GCPSIT] SmartFees - by Closing Corp option is not available for setup

Details:

This error occurs when you try to access the [GCPSIT] SmartFees – by Closing Corp service in your Production Environment. This service is only available in your Test Environment.

Resolution:

Log in to the Encompass® Web Portal with your Encompass® Test Environment credentials to configure [GCPSIT] SmartFees - by Closing Corp service.

! We were unable to log you in

Details:

This error occurs when a user has only been added as an Authorized User under one set of credentials. To access the SmartFees service, users must be set up under both the Company Credentials and User Credentials.

Resolution:

Review the instructions How to Set Up SmartFees Credentials in Encompass® Partner Connect (EPC) and confirm that the credentials, provided by your Client Delivery Manager, are configured correctly.

Error Occurred while processing your transaction. Missing UserName

Details:

This error will occur if a user has only been added as an Authorized User under one set of credentials. Users need to be set up under both the Company Credentials and User Credentials to access the SmartFees service.

Resolution:

Review the instructions How to Set Up SmartFees Credentials in Encompass® Partner Connect (EPC) and confirm that the user’s credentials are set up under both Company Credentials and User Credentials.

Errors Logging in to [GCPSIT] SmartFees - by Closing Corp after a SIT Refresh

Details:

You will receive the Errors Logging in to [GCPSIT] SmartFees – by Closing Corp after a SIT Refresh message after a SIT refresh. When a SIT refresh occurs, all test files created prior to the refresh are erased and will no longer be accessible for testing. Additionally, the Encompass Partner Connect (EPC) Company and Shared User credentials are reset after the initial refresh following the EPC setup.

Resolution:

Contact your Client Delivery Manager for updated credentials if they were not provided.

Outcome

You can identify, troubleshoot, and resolve common SmartFees setup errors that occur in Encompass® Partner Connect (EPC).