---
title: "How to Set Up SmartFees™ Credentials in Encompass® Partner Connect (EPC)"
slug: "how-to-setup-smartfees-credentials-in-encompass-partner-connect-epc"
tags: ["EPC", "SmartFees"]
updated: 2026-02-06T14:56:40Z
published: 2026-02-06T14:56:40Z
canonical: "docs.cotality.com/how-to-setup-smartfees-credentials-in-encompass-partner-connect-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™ 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

[Embedded content](https://cotality.storylane.io/demo/bq1edzdlfaxh?embed=inline)

1. Visit 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).
2. Log in to the portal with administrator credentials.
3. Select **Services** from the left-navigation panel, then select **Services Management**.
4. From the **Category** dropdown menu in the upper-right corner of the screen, select **Closing Fees**.
5. Click **Add Service**.
6. Locate the **CoreLogic SmartFees** tile, then click **Manual**.
7. In the **Add Manual Setup** section of the screen, enter a **Service Setup Name**.
8. In the upper-right corner of the screen, click the **Active** toggle switch to turn it **ON**.
9. 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**.
10. In the **Selected Entities** column, click each entity to select individually, or use the **checkbox** to select all entities.
11. After making your selections, click **Save**.
12. Go back to the **Services Management** page, then locate the **CoreLogic SmartFees** tile, click the **vertical ellipses (⋮)**, and choose **Credentials**.
13. The CoreLogic SmartFees: Credentials page appears. Configure both **Company Credentials** and **User Credentials** using the credential information provided by Cotality™ Client Delivery.
14. Click **Add** next to the **Company Credentials**.
15. Enter a name in the **Name** field. This can be any display name you choose for the company credentials.
16. 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”.
17. 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”.
18. 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**.
19. In the **Selected Entities** column, click each entity to select individually, or use the **checkbox** to select all entities.
20. After making your selections, click **Save**.
21. Click **Add** next to the **User Credentials**.
22. Enter a name in the **Name** field. This can be any display name you choose for the user credentials.
23. In the **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”.
24. 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**.
25. In the **Selected Entities** column, click each entity to select individually, or use the **checkbox** to select all entities.
26. After making your selections, click **Save**.
27. 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]
> **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:
> 
> 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 test account credentials.
> 2. Instead of selecting the CoreLogic SmartFees tile, select **[GCPSIT] SmartFees – by Closing Corp**.
> 
> ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(498).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A45%3A45Z&se=2026-10-31T15%3A45%3A45Z&sr=c&sp=r&sig=s%2BUHsY0yuNHmOOtOU0iofCjRq0mPkxI7jGrn3jn0%2BJo%3D)

---

## 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.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image(497).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A45%3A45Z&se=2026-10-31T15%3A45%3A45Z&sr=c&sp=r&sig=s%2BUHsY0yuNHmOOtOU0iofCjRq0mPkxI7jGrn3jn0%2BJo%3D)

---

## 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.