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Accessing Closepin Via Encompass

Walker Smith avatar
Written by Walker Smith
Updated over 2 years ago

Accessing Closepin via Encompass Loan Officer Connect is quick and easy. Just follow the steps below:

  1. Navigate to the Pipeline Application

    1. This may be accessed by clicking the Apps button in the top right-hand corner of your screen.

  2. Locate and select the loan that you would like to assign a title or settlement company to

  3. On the left-hand navigation scroll down to locate Services & then click All Services

  4. Click Title & Closing

  5. Click Order Service (located in the top right-hand corner)

      1. Under categories, you will need to select Title and Closing

  6. Select Agent Validations by Closepin as the provider and then click Next

  7. Search for a title or settlement company

For a step-by-step guide to searching Closepin for title and settlement companies click here.

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