---
title: "SmartFees™"
slug: "smartfees"
updated: 2026-10-28T16:36:58Z
published: 2026-10-28T16:36:58Z
canonical: "docs.cotality.com/smartfees"
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.

# SmartFees™

With SmartFees™ you can receive guaranteed rates and fees with built-in smart logic, streamlining loan management with real-time, accurate data.

### Getting Started

- [[Self-Paced Digital Course] - Getting Started With SmartFees™](https://learn.cotality.com/getting-started-with-smartfees) Discover the core capabilities of how to automatically calculate accurate loan fees in SmartFees™, with bite‑sized lessons, hands‑on activities, and real‑world scenarios.

Duration: 30 mins | Audience: All

### Basic Navigation

- [SmartFees™ Features Overview](/ext/docs/smartfees-feature-overview#overview)

### How-To’s

- [How to Launch SmartFees™](/ext/docs/how-to-launch-smartfees#overview)
- [How to Submit a SmartFees™ Order](/ext/docs/how-to-submit-a-smartfees-order#overview)
- [How to Set Up User Preferred Providers in SmartFees™](/ext/docs/how-to-set-up-user-preferred-providers-in-smartfees#overview)
- [How to Submit a SmartFees™ Network Provider Referral](/ext/docs/how-to-submit-a-smartfees-network-provider-referral#overview)

### Resources

- [SmartFees™ Glossary of Terms](/ext/docs/smartfees-glossary-of-terms#overview)
- [SmartFees™ Service Provider Fees & Definitions](/ext/docs/smartfees-service-provider-fees-and-definitions#overview)

### System Administration

- [How to Set Up SmartFees™ Credentials in Encompass® Partner Connect (EPC)](/ext/docs/how-to-setup-smartfees-credentials-in-encompass-partner-connect-epc#overview)
- [How to Update the SmartFees™ Document Mapping Folder in Encompass® Partner Connect (EPC)](/ext/docs/how-to-update-the-smartfees-document-mapping-folder-in-encompass-partner-connect#overview)
- [Common SmartFees™ Setup Errors in Encompass® Partner Connect (EPC)](/ext/docs/common-smartfees-setup-errors-in-encompass-partner-connect-epc#overview)
- [How to Set Up SmartFees™ Automated Service Ordering (ASO) in Encompass® Partner Connect (EPC)](/ext/docs/how-to-setup-smartfees-automated-service-ordering-in-epc#overview)
- [How to Manage SmartFees™ Users](/ext/docs/how-to-manage-smartfees-users#overview)
- [How to Mange the SmartFees™ Provider Exclusion List](/ext/docs/how-to-manage-the-smartfees-provider-exclusion-list#overview)

### Frequently Asked Questions

Visit the [FAQ page](/ext/docs/frequently-asked-questions-about-smartfees#general) for answers to common questions about the product.

### Support

To contact Customer Support click [here](https://www.cotality.com/support).