Accessing Closepin via Encompass Loan Officer Connect is quick and easy. Just follow the steps below:
Log in to Encompass SmartClient
Navigate to the Pipeline Tab
Locate and select the loan that you would like to assign a title or settlement company to
Double click on the loan number
On the left-hand navigation select the Services tab
Click Order Title & Closing
Click Title & Closing
Select the My Title Companies tab
Select Agent Validations by Closepin
Search for a title or settlement company
For a step-by-step guide to searching Closepin for title and settlement companies click here.