Below are steps on how to set up the automated method of LodeStar. To implement the automated method, it will need to be turned on within the Encompass Web settings. The steps below are outlined in two parts. Part 1 is how to set up LodeStar within Encompass Web and Part 2 is how to enable the automation. You will need to ensure Part 1 is completed below moving on to Part 2.
Part 1: How to set up LodeStar within Encompass Web
*You will need to obtain your company's username, password and organization ID from LodeStar Support before preceding.
Step 1: Login to Encompass LO Connect and navigate to "Services" and then to the "Services Management."
Step 2: Navigate to the righthand side of the screen and click "Add Service". Within the "Category" box select "Closing Fees" and then click "Retrieve Products". You will see "LodeStar Closing Cost Calculator" as an option. Select "Automated".
Step 3: Once it is added to "Services Management", click on the three dots under "LodeStar Closing Cost Calculator". From there, click on "Credentials".
Step 4: Under "Company Credentials", click on the three dots to the right of the screen and then click the pencil icon to edit.
Step 5: Enter in your unique Organization ID that LodeStar has provided to you and click "Save". (The organization id in the screenshot below is for LodeStar's demo account.)
Step 6: Under the "User Credentials" section, navigate to the righthand side of the screen and click the "Add" button.
Step 7: Add in a name (this is not provided by LodeStar and can be any name you'd prefer) and the username and password that LodeStar provided to you. *Make sure to check the "For Automated Orders" checkbox. Then click "Save".
Part 2: How to enable the automated method of EPC
Step 1: Under "Services", click on "Automated Ordering Templates" in the top left corner.
Step 2: Then click the "Add" button on the left hand side and select 'Closing Fees' in the Category dropdown.
This will then create a 'Workflow Engine' rule type. Please note: Service Orders will run as many times as the workflow engine rule trigger event occurs on a loan.
Step 3: Fill in the required fields (Rule Name) and check the box labeled "Run an matched orders".
Step 4: In the bottom left corner click "Add" and select "LodeStar Closing Cost Calculator" in the dropdown.
Step 5: In the Edit Service Order screen, fill in the required fields and scroll down to the "Automated Options" and click "Add".
Step 6: Name the automated order template and make sure all options under "Configure LodeStar Exported Fees Categories" section are checked. This is where you are able to select which fees you want included in the automated run.
Step 7: Lastly, scroll down and click "Set Default Automated Options".
Step 8: To configure the "Workflow Engine" rule, go to "Workflow Management" and then click "Workflow Rules".
Step 9: Click "New Rule" in the top right corner of the window and copy over the information from the screenshot below*:
- Set the trigger rules to anything you think works best. For example, setting the loan amount field changing or the purchase price field changing is best practice.
- Under "Result", add the rule that was previously created in Step 4.
- Under "Conditions", you can select which Channels you'd like for the automation to run on.
Step 10: Lastly, click "Save" in the bottom right corner.
Questions? Reach out to support@lssoftwaresolutionsl.com.