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Transfer Title Agency Encompass Mktg Presentation


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This presentation shows how mortgage brokers and originators can place orders directly into our system thru Encompass.

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Transfer Title Agency Encompass Mktg Presentation

  1. 1. Transfer Title’s Closing Market TM Connection to Ellie Mae’s Encompass TM
  2. 2. What is Closing Market? Closing Market is a business to business electronic service portal that allows participants to market, order and exchange products and services required in the Real Estate closing process.
  3. 3. Closing Market Features <ul><li>A connection to Closing Market is inherent in our Complete Closing TM title production solution </li></ul><ul><li>Closing Market has a direct integration to ePASS ® and, therefore, a direct connection to Encompass </li></ul><ul><li>Closing Market is a pass-through portal and does not store transactional data </li></ul><ul><li>Only YOU have access to YOUR data </li></ul><ul><li>Closing Market is a digital secure network </li></ul>
  4. 4. Encompass User Benefits <ul><li>Everything that you need, all from within your loan origination solution </li></ul><ul><ul><li>Place title orders without leaving Encompass </li></ul></ul><ul><ul><li>Easily track title orders and receive them back electronically </li></ul></ul><ul><ul><li>No cost to brokers/bankers using Encompass </li></ul></ul><ul><li>Increase Efficiency and Effectiveness </li></ul><ul><ul><li>Keep your business on your desktop </li></ul></ul><ul><ul><li>Receive real-time updates on transactions, updated documents, notes posted to the file, etc. </li></ul></ul><ul><ul><li>Eliminate faxes, phone calls and email messages </li></ul></ul><ul><ul><li>Eliminate duplicate data entry increasing accuracy </li></ul></ul>
  5. 5. Encompass User Benefits <ul><li>Improved Customer Service </li></ul><ul><ul><li>Breadth of Closing Market network enables us to service your title order faster and more efficiently </li></ul></ul><ul><ul><li>More accurate, effective communication from our title company to you on all aspects of your title order </li></ul></ul>
  6. 6. Order Title Services Under Services tab find Title & Closing and select “Order”.
  7. 7. Order Title Services Select the “Find Providers” tab
  8. 8. Order Title Services To submit an order, select the title company from the list that is displayed. Click “Order” Enter title company name Select “View All”
  9. 9. Order Title Services Update “From” information as needed Select “Order Title”
  10. 10. Order Title Services Select Product(s) Add comments or notes to send to the title company Include necessary attachments The Title Agent field can be edited as needed Click “Send Order” You will receive a message confirming that the order was successfully submitted. Select “Title” or “Closing/Escrow” tab, depending on what you are ordering
  11. 11. Document Return The order(s) is added to the log and the status “ordered” is displayed. Check status by selecting “View Document” icon to the right of Title & Closing
  12. 12. Document Return A complete list of documents published by Closing Market is displayed.
  13. 13. Document Return Select the checkbox for the document(s) you wish to import Select “Retrieve”
  14. 14. Document Return The document is displayed The document can be assigned to a new document type by selecting “Assign As” Name the new document Select “Add” The document will be saved into the eFolder when this screen is closed.
  15. 15. Document Return A document can also be assigned to one of the ordered documents. Select the ordered document from the Assign Document drop down list. The document will be saved into the eFolder when this screen is closed.
  16. 16. Document Return The View Document list will show documents that have been received and documents ordered but not yet received. Repeat the “Assign Document” process for each document needed.
  17. 17. Document Return In the eFolder, you can see documents Assigned and Received. You can see documents in “Ordered” status. And you can see documents that you used the “Assign As” to assign to a new order.
  18. 18. The Service You Deserve <ul><li>Our Closing Market connection to Encompass enables our title company to give you the best possible service </li></ul><ul><ul><li>It’s Easy </li></ul></ul><ul><ul><li>It’s Efficient </li></ul></ul><ul><ul><li>It Makes Us More Effective for you! </li></ul></ul>
  19. 19. Support Information <ul><li>Ellie Mae Customer Support </li></ul><ul><ul><li>800-777-1718 or [email_address] </li></ul></ul><ul><ul><li> </li></ul></ul><ul><li>Closing Market Customer Support </li></ul><ul><ul><li>214-291-3035 or [email_address] </li></ul></ul>
  20. 20. Our Closing Market TM Connection to Ellie Mae’s Encompass TM
  21. 21. Thanks for using Transfer Title <ul><li>For more information: </li></ul><ul><ul><ul><li>Rob Skidmore, Vice President </li></ul></ul></ul><ul><ul><ul><li>330-725-4214 Ext. 113 </li></ul></ul></ul><ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul></ul><ul><ul><li>Closers: </li></ul></ul><ul><ul><ul><li>Steven J. Swain 330-725-4214 Ext. 102 </li></ul></ul></ul><ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul></ul><ul><ul><ul><li>Angela Cook 330-725-4214 Ext. 116 </li></ul></ul></ul><ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul></ul><ul><ul><li>Customer Service: </li></ul></ul><ul><ul><ul><li>Megan Rupp 330-725-4214 Ext. 109 </li></ul></ul></ul>