---
title: "How to Set Up Credco® Automated Service Ordering (ASO) in Encompass®"
slug: "how-to-set-up-credco-automated-service-order-in-encompass-newcredcoapp"
tags: ["Credco", "Encompass Desktop", "Encompass Web", "EPC", "System Administration"]
updated: 2026-09-10T15:34:42Z
published: 2026-09-10T15:34:42Z
canonical: "docs.cotality.com/how-to-set-up-credco-automated-service-order-in-encompass-newcredcoapp"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set Up Credco® Automated Service Ordering (ASO) in Encompass®

## Overview

Automated Service Ordering (ASO) in Encompass® allows lenders to automatically submit Cotality™ Credco® requests based on predefined conditions. To set up ASO, create an automated ordering template for the desired product, then configure a workflow rule that triggers and populates the order request when those conditions are met.

---

## Set up Automated Servicing Ordering (ASO)

[Embedded content](https://app.storylane.io/demo/cpogntgsgkdg?embed=inline)

### Create a New Automated Ordering Template

1. Sign in to the [Encompass® Web Portal](https://idp.elliemae.com/authorize?client_id=tirykwfo&redirect_uri=https%3A%2F%2Fwww.encompassloconnect.com%2F&response_type=code&scope=loc) using your administrator credentials.
2. From the **Admin** page, select **Services** from the left-navigation panel, then select **Automated Ordering Templates**.
3. From the **Automated Ordering Templates** screen, click **Add**.
4. From the **Category** popup, select **Credit** from the dropdown menu.
5. Click **Continue**.
6. Enter a **Rule Name**.
7. Click **Add**.
8. From the **Add New Automated Service Order** popup, select **Cotality Credco** from the dropdown
9. Click **Create**.
10. Enter a **Service Order Name**.
11. In the **Automated Options** section, click **Add**.
12. Complete the **Easy and Automated Ordering Template** form. Fields marked with a red asterisk (*) are required:
  1. **Template Name***: Enter a name that reflects the product type, order type, and template.
  2. **Description**: Enter a brief description of the template's purpose.
  3. **Product***: Select the credit product required for the workflow.
  4. **Report Language**: Select the language displayed on the credit report.
  5. **Credit Bureaus**: Use the radio buttons to select the bureaus included in the credit product.
  6. **Workflow Options**: Use these options to control how Encompass will process the credit report data after delivery.
13. Click **Save Template**.
14. Set the **Active** service toggle to **ON**.
15. In the **Automated Options** section, confirm the template is selected.
16. Click **Continue**.
17. From the **Add Credit Rule** screen, click **Save**.

### Create a Workflow Rule

1. From the **Admin** page, select **Workflow Management** from the left-navigation panel, then select **Workflow Rules**.
2. Click **New Rule**.
3. Enter a unique rule name in the **Name** field.
4. Optionally, select a rule effective condition from the **When is this rule effective** dropdown.
5. Select a **Triggering Event** from the dropdown to determine when the rule is triggered.
6. Click the **Conditions** tab.
7. Click the **Result** tab.
8. Select **Order Service** from the **Resulting action** dropdown.
9. Click **Add**.
10. In the **Select Service Rule** section, select the service rule you configured earlier using the corresponding radio button.
11. Click **Save**.
12. Toggle the new **Workflow Rule** to **Active (ON)** to begin automatically creating Credco orders through ASO.

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## ASO workflow engine best practices

- Configure order triggers around key loan milestones and required loan field conditions to help ensure borrower information is complete before credit is ordered.
- Align ASO rules with your organization's business channels and workflows, such as Retail, Consumer Direct, HELOC, or Correspondent lending.
- Test all ASO rules in a non-production environment, such as a UAT-CR instance, before deploying them to production.
- Closely monitor initial production activity to confirm orders are triggering as expected and to identify any duplicate or unintended orders.
- Document the purpose, trigger criteria, and expected outcome of each ASO rule to simplify troubleshooting, audits, and future maintenance.
- Review and validate ASO configurations regularly to retire outdated rules and ensure they remain aligned with current business processes and operational requirements.

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## Outcome

You can configure Automated Service Ordering (ASO) to automatically submit Credco orders based on predefined conditions.