Collateral Tracking

Use Collateral Tracking settings to enable the Collateral Tracking tool and manage the rules that trigger the scheduling and behavior of the tool.

To Access the Collateral Tracking Setting:

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

  2. On the left panel, select Business Rules, and then Collateral Tracking.

To Manage Collateral Tracking Options:

  1. In the Preferred Carrier Dropdown List section, create and manage the preferred carrier options available for the Carrier field on the Shipping Status tab of the Collateral Tracking tool.

    Note: The first entry in the list will be the preferred carrier.

  2. If you want to schedule document shipments at the same time Final Docs are received, select Enabled.

  3. In the DOT/Mortgage section, select Enabled to edit the fields in this section and the DOT/Mortgage tabs on the Collateral Tracking tool.

    Note: All fields in this section are required.

    • For the initial request, enter the number of trigger days.

    • For the initial request, enter the number of days between follow-ups.

    • For the return request, enter the number of days between follow-ups.

  4. In the Final Title Policy section, select Enabled to edit the fields in this section and the Final Title Policy tabs on the Collateral Tracking tool.

    Note: All fields in this section are required.

    • For the initial request, enter the number of trigger days.

    • For the initial request, enter the number of days between follow-ups.

    • For the return request, enter the number of days between follow-ups.

  5. Click the Save icon to save your changes.