Completed Orders

Using the Completed Orders screen, you can view completed title orders received from Encompass users, and search for completed orders. You can also open a report and deliver it to the Encompass user and send final title fees to Encompass users to import directly to their GFE input form.

The Completed Orders page displays orders that have been accepted and completed. Open an order in the list to view its details including property, client, borrower, loan and lender, and payoff information.

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

To clear the search term and re-display the entire list of orders, click Clear.

On the Completed 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.

Click a column header (for example, Order Date) to display orders in ascending order based on the information in the column.

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.

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

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.

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

Enter additional fee names in a blank field, and then enter the fee amount.

Click Send Fees.

After you send the fees to the Encompass user, they will be notified via email. The email message includes instructions that explain to the user how to retrieve the fees and import them to the corresponding fields on the GFE input form in Encompass.

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.

On the Completed Orders page, click the View Details link for the order.
On the Order Details page, click the View History button.

A log listing each email message related to the order that you have sent or received is displayed.
The log also includes each status update that has occurred (for example, Order was requested, the order was accepted, etc.)
Files attached to the order are listed in the Attachments column.
To print this log, click the Print icon.
Click the Send Document or Messages button to open the Send Messages or Documents page and send a message or document to the title order requestor.