Overview
Make the most of your SmartFees™ account by creating a personalized list of preferred providers you use most often. “Corporate Preferred” providers are managed at the account level by your administrator with assistance from Cotality™ and apply to all users on your corporate account. As an individual user, you can create your own list of preferred providers (“User Preferred”), which will only be visible to you when you log in.
Set up user preferred providers
Use these steps to set up your individual, user‑preferred providers in SmartFees. Providers configured using this process are visible only to you when you are logged in to SmartFees.
Log in to SmartFees through your LOS integration (if the SmartFees interface is available) or by visiting www.smartfees.com.
Click the My Settings tab. You’ll be automatically directed to the Preferred Service Providers page.
From the Your Preferred Service Providers list, click the hyperlink for the type of service you want to set up.
Click the Add New button to search for a provider.
Enter the required information to search for a provider. You can search by Provider Name and ZIP Code, or by State and County. When you’re ready, click the Search button.
All providers that are in-network and match your search criteria will be displayed in alphabetical order. To narrow your results, you can perform an additional search using the provider’s name or scroll through the list of available providers.
To add a provider from the list, click the blue plus icon (+) next to the provider’s name. The icon will change to a green checkmark to confirm the selection.
Once your provider(s) have been added, click the Back to Preferred Providers link at the top of the page. Your selected providers will now appear with customization options, allowing you to mark them as preferred for specific loan types.
Note: Your selected provider(s) will now appear with customization options, allowing you to mark them as preferred for specific loan types.
Click Save to save your preferred providers.
Tip: Your preferred providers will now appear as “User Preferred” on any file where they have available rates when you use the Select Provider link in a SmartFees file.
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Outcome
You’ve successfully created your personalized list of preferred providers in SmartFees. From now on, these providers will appear as “User Preferred” whenever they have available rates in your files. This customization helps you quickly identify and select your preferred providers, saving time and streamlining your workflow.