---
title: "How to Set Up SmartFees™ Automated Service Ordering (ASO) in Encompass® Partner Connect (EPC)"
slug: "how-to-setup-smartfees-automated-service-ordering-in-epc"
tags: ["EPC", "SmartFees"]
updated: 2026-02-06T14:58:05Z
published: 2026-02-06T14:58:05Z
canonical: "docs.cotality.com/how-to-setup-smartfees-automated-service-ordering-in-epc"
excludeFromExternalSearch: 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 SmartFees™ Automated Service Ordering (ASO) in Encompass® Partner Connect (EPC)

## Overview

As an Encompass® administrator, you can create transactional templates for SmartFees™ Easy Order/Automated Service Ordering (ASO) through Encompass. Once saved, the order templates are associated with certain business conditions in a loan. When those conditions are met, a SmartFees transaction begins through a single user click, or via an automation engine using the template created.

> [!NOTE]
> **Note**: If you plan to use Automated Service Ordering (ASO) to place SmartFees orders, [review the](https://help.icemortgagetechnology.com/wenc/user-manual/ASO-BestPractices.pdf) [ICE Mortgage Technology: Automated Service Ordering (ASO) Best Practices](https://help.icemortgagetechnology.com/wenc/user-manual/ASO-BestPractices.pdf) **before beginning configuration**. This review is critical to ensure accurate setup and prevent potential issues.

---

## Enable Automated Service Ordering (ASO)

[Embedded content](https://cotality.storylane.io/demo/0gfrnuuhhnrf?embed=inline)

1. Log 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. Select **Services** from the left-navigation panel, then select **Services Management**.
3. Locate the **CoreLogic SmartFees** tile, click the **vertical ellipses (⋮)**, and select **Service Setup** from the menu.
4. Go to the **Easy Order** section and click **Add**.
5. Enter a **Service Setup Name**. This can be any display name you prefer for the service (for example, SmartFees Easy Order).
6. Verify the **Readiness Conditions** using either the **Condition Editor** or the **Query Builder**.
7. Click **Add** in the **Easy Order Options** section. The Manage Template screen will appear.
8. Complete the required fields on the **Manage Template** screen for SmartFees:
  1. **Name**: Enter the order option name (for example, SmartFees Easy Order).
  2. **Override Loan Purpose**: From the dropdown menu, select **Yes** or **No**. If set to Yes (default), a new SmartFees file will be created when the loan purpose (Purchase/Refinance) is updated in an Encompass loan file. If set to No, the system will return an error message.
  3. **Auto-renew**: From the dropdown menu, select **Yes** or **No**. When a loan created in Encompass is updated and the corresponding SmartFees file has expired, a new SmartFees file will be created if Auto-renew is set to Yes (default). If set to No, the system will return an error message and will not create a new file.
  4. **Refresh fee lines**: From the dropdown menu, select **Yes** or **No**. When the Refresh Fee Lines option is set to Yes the system will automatically apply fee updates in Encompass 2015 Itemization. If SmartFees is repulled and no new data is sent for the same fee line, the system will automatically accept all fee changes and clean up any orphaned fees in the 2015 Itemization form.
9. Click **Save**.
10. From the **Easy Order Options** section on the **Add Easy Order Setup** page, select the **radio button** for the option you just created.
11. In the **Authorized Users** section, select the Organizations, Users, or Personas that should have access to Automated Ordering for SmartFees, then move them to the **Selected Entities** column by clicking the **arrow icon**.
12. In the **Selected Entities** column, click each entity to select individually, or use the **checkbox** to select all entities.
13. In the upper-right corner of the screen, click the **Active** toggle switch to turn it **ON**.
14. Click **Save**.
15. You will now see the active Easy Order/Automated Ordering service listed under Service Setups for SmartFees.

---

## Credential setup for Automated Service Ordering (ASO)

[Embedded content](https://cotality.storylane.io/demo/2pkglm6qicrx?embed=inline)

1. Log 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. Select **Services** from the left-navigation panel, then select **Services Management**.
3. Locate the **CoreLogic SmartFees** tile, click the **vertical ellipses (⋮)**, and select **Credentials** from the menu.
4. The CoreLogic SmartFees: Credentials page appears. Configure both **Company Credentials** and **User Credentials** using the credential information provided by Cotality™ Client Delivery.
5. Click **Add** next to **Automation Credentials**.
6. Enter a name in the **Name** field. This can be any display name you choose for the automation credentials.
7. In the **Company Credentials** section, enter the **Service Level Username** and **Service Level Password**. These credentials were sent in two separate emails from support@closing.com. The username ends with ”epc_user”.
8. In the **User Credentials** section, enter the **Username** and **Password**. These are the credentials sent by the CotalityTM Client Delivery Manager. The username ends with “epc_api_user”.
9. Click **Save**.

---

## Outcome

You can configure Automated Service Ordering (ASO) for SmartFees in Encompass to streamline your process.