Archived Orders

Using the Archived Orders screen, you can view title orders that have been archived, search for other archived orders, and print an archived order. You can also open a report and deliver it to the Encompass user and send final title fees to the user where they can import the fees directly to their GFE input form in Encompass. 

To View an Archived Title Order:

The Archived Orders page displays orders that have been archived from the Current Orders or Completed Order page. Open an order in the list to view its details including property, client, borrower, loan and lender, and payoff information.

  1. Click the My Orders tab, and then click the Archived Orders link.

ClosedSearch for an Order

  1. On the Archived Orders page, select a Search By option from the drop-down list.
  2. Enter all or part of a search term (text or numerals) into the blank field.
  3. Click Search.

ClosedSort Orders

On the Archived Orders page, you can sort orders based on information in the columns. Click a column header to sort all orders in ascending or descending order.

ClosedPrint an Order

  1. On the Archived Orders page, click the View Details link for the order.
  2. Click the Print icon.

ClosedSend Messages or Documents

After completing the title report, upload it and deliver it to the originator using Ellie Mae's secure email platform. The originator can immediately view the report in their loan file. After you deliver the report, the status of the order changes from Requested to Delivered.

  1. First, save the title report as a PDF file.
  2. On the Archived Orders page, click the View Details link for the order.
  3. Click the Send Messages or Documents button.
  4. In the Comment to Client section, enter any questions or comments you want to send to the client.
  5. In the Attach PDF Documents section, select the type of file or document you are sending from the Select Type drop-down list.
  6. Click the Browse button to locate and select the PDF file.
  7. To attach up to three additional documents, repeat steps 5 and 6 for each document.
  8. To move the order to the Completed Orders page after sending the message or document to the client, select the This order is finished - move to Completed Orders check box.
  9. Click Send.

ClosedSend Fees

Send the final title fees to the Encompass user. They will receive notification of the fees via email with instructions for importing the fees directly to the GFE, Itemization, or HUD-1 Page 2 input forms in Encompass. To view how title fees imported from the Encompass Title Center are mapped to fields in Encompass, refer to the Encompass Title Fee Mapping Guide.

  1. On the Archived Orders page, click the View Details link for the order.
  2. Click Send Fees.
  3. Enter the Title Charges and Government Recording & Transfer Charges in the appropriate Fee fields.
  1. Click Send Fees.

ClosedView Order History

The Order History table lists all of the communications between you and the title order requestor, as well as a history of activities related to the order.

  1. On the Current Orders page, click the View Details link for the order.
  2. On the Order Details page, click the View History button.

ClosedMove an Archived Order to Current Orders Page

ClosedRefresh the Archived Orders List

ClosedExport the Archived Orders List to Excel

ClosedPrint the Archived Orders List