How to Set Up SmartFees™ Credentials in Encompass® Partner Connect (EPC)

Overview

Encompass^® Partner Connect (EPC) gives you the ability to manage company-level credentials for SmartFees™ This setup ensures that users don’t have to enter their credentials every time they log in to the SmartFees application. As an administrator, you can configure company-level credentials for all users or assign individual credentials to specific users or groups.

Included in this article:

Credential setup in your Production environment
Credential setup in your GCPSIT test environment
Credential setup for multiple accounts

Credential setup in your Production Environment

Visit the Encompass® Web Portal.
Log in to the portal with administrator credentials.
Select Services from the left-navigation panel, then select Services Management.
From the Category dropdown menu in the upper-right corner of the screen, select Closing Fees.
Click Add Service.
Locate the CoreLogic SmartFees tile, then click Manual.
In the Add Manual Setup section of the screen, enter a Service Setup Name.
In the upper-right corner of the screen, click the Active toggle switch to turn it ON.
In the Authorized Users section, select the Organizations, Users, or Personas that should have access to ordering SmartFees, then move them to the Selected Entities column by clicking the arrow icon.
In the Selected Entities column, click each entity to select individually, or use the checkbox to select all entities.
After making your selections, click Save.
Go back to the Services Management page, then locate the CoreLogic SmartFees tile, click the vertical ellipses (⋮), and choose Credentials.
The CoreLogic SmartFees: Credentials page appears. Configure both Company Credentials and User Credentials using the credential information provided by Cotality™ Client Delivery.
Click Add next to the Company Credentials.
Enter a name in the Name field. This can be any display name you choose for the company credentials.
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”.
In the User Credentials section, enter the Username and Password. These are the credentials sent by the Cotality^TM Client Delivery Manager. The username ends with “epc_api_user”.
In the Users section, select the Organizations, Users, or Personas that should have access to SmartFees, then move them to the Selected Entities column by clicking the arrow icon.
In the Selected Entities column, click each entity to select individually, or use the checkbox to select all entities.
After making your selections, click Save.
Click Add next to the User Credentials.
Enter a name in the Name field. This can be any display name you choose for the user credentials.
In the Credentials section, enter the Username and Password. These are the credentials sent by the Cotality^TM Client Delivery Manager. The username ends with “epc_api_user”.
In the Users section, select the Organizations, Users, or Personas that should have access to SmartFees, then move them to the Selected Entities column by clicking the arrow icon.
In the Selected Entities column, click each entity to select individually, or use the checkbox to select all entities.
After making your selections, click Save.
The Company and User Credentials have been successfully set up and are now displayed on the Credentials page. Authorized users can now place manual orders for SmartFees within the Encompass® Desktop or Web applications.

Note: We recommend performing testing in our System Integration Testing (SIT) environment. To set this up, provide your Client Delivery Manager with your Encompass^® Test Instance Client ID.
The credential setup steps in GCPSIT (Test Environment) are the same as outlined above, with two differences:
Log in to the Encompass® Web Portal using your test account credentials.
Instead of selecting the CoreLogic SmartFees tile, select [GCPSIT] SmartFees – by Closing Corp.

Credential setup for multiple accounts

If you have multiple SmartFees accounts using the same Encompass® Client ID, you will only set up one set of Company Credentials. Each SmartFees account will have individual User Credentials that need to be configured, however.

Add the User Credentials for each individual account under the User Credentials section, while maintaining the single set of Company Credentials.

If you have branches with different configurations, each branch will also require individual User Credentials, with its users added under that shared user only.

You must add the authorized users specific to each account under their respective shared user credentials to control which account users can access.

Outcome

Your Company and User Credentials are successfully set up for both Production and Test Environment accounts and appear on the Credentials page in Encompass®. Your users can place SmartFees orders in the Encompass® Desktop or Web applications without entering credentials each time they log in to SmartFees.