Title Service

Use the Title Service tool to set up credit card accounts to be used to pay the transaction fee that title/closing companies are required to pay before they can accept an order they receive from Encompass. Once an account is created, authorized users will have the option to pay this transaction fee on behalf of the title/closing company before submitting an order to them.

When ordering a title or closing product, authorized users will have the option to pay the transaction fee using the corporate credit card account that is set up here. The credit card is charged immediately at the time of the order.

To Add a Corporate Credit Card Account:

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click Additional Services, and then click Title Service. 

  3. Click the New icon.

  4. Enter a description or name for the account.

  5. Select Corporate Credit Card from the dropdown list.

  6. Click the Find icon to select the users who will have the option to pay the transaction fee using this credit card.

    • Select User Group or Persona from the Search by dropdown list, and then click to select a group or persona in the list.

    • Select a user in the Users list, and then click the right arrow to move the user to the Selected Users list.

    • Repeat these steps to add additional users to the Selected Users list.

    • When finished, click Select.

  7. Enter the required information in the Credit Card Information and Billing Information sections.

  8. Select the I hereby authorize... checkbox to authorize the users you selected in step 6 to charge title order transaction fees to this credit card.

  9. Click Save.

ClosedEdit an account 

  1. On the Accounts list, click to select an account, and then click the Edit icon.

  2. Change the Description.

  3. Select Corporate Credit Card from the dropdown list.

  4. To add or remove selected users, click the Find icon.

    • To add a user, select a user in the Users list, and then click the right arrow to move the user to the Selected Users list.

    • To remove a user, select the user in the Selected Users list, and then click the left arrow to move the user to the Users list.

  5. Enter the required information in the Credit Card Information and Billing Information sections.

  6. Select the I hereby authorize... checkbox to authorize the users you selected in step 4 to charge title order transaction fees to this credit card.

  7. When finished, click Save.

ClosedDelete an account

  1. On the Accounts list, click to select an account, and then click the Delete icon.

  2. Click Yes in response to the confirmation message.

ClosedSort accounts

You can sort accounts based on the information displayed in the columns.

  1. Click a column header to display accounts in ascending order based on the information in the column.
  1. Alternately click the header to sort the accounts in descending or ascending order.

See Also

Title Services