Kelsey Wright
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Recent activity by Kelsey Wright-
How to Access LodeStar within Calyx Point
*Make sure you have an open loan file created and saved before trying to run a rate quote. Step 1: Go to “Interfaces” on the top menu and select “Fee Disclosures” Step 2: Select “LodeStar Softwa...
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How to Access your Company's LendingPad Identifier
Step 1: Once you are logged into LendingPad, go to "Settings". Step 2: Go to "Integrations". Step 3: Company Identifier will be under the "Company" tab. (We DO NOT need Users identifiers.)
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How To Access And Import Property Taxes
Step 1: Once you are finished selecting Title Agent and any relevant checkboxes, click the CALCULATE button. Step 2: Find the GREEN 'Quote Tax' button in Section G. Step 3: Click the BLUE 'Get ...
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How to Set up LodeStar Automation within Encompass Partner Connect (EPC)
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...
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How to Access Lodestar within Encompass Web
*Before you begin, you must have an opened loan file that was created within Encompass Web. Step 1: In the left side bar, select the "All Services" menu. Step 2: In the upper right hand corner of ...
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How to Change the name of the LodeStar Quote within the eFolder Document Folder
Below are steps on how to change the name of your LodeStar Quote within the eFolder. Please make sure you have set up your LodeStar integration with Encompass Web first before taking the steps belo...
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How to set up LodeStar within TPO Connect
Below are steps to set up LodeStar within your TPO Connect. In order for LodeStar to set up TPO, we will need your TPO dev server ID. If you haven't already, please provide that to your LodeStar ac...
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How to Add a Custom Field within your Encompass Web Environment
Below are steps on how to add in standard and/or custom Encompass fields. This will need to be done in order to use your custom fields within the LodeStar Encompass Web integration. Please make sur...
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How to Set up LodeStar within Encompass Partner Connect (EPC)
Below are the steps on how to set up LodeStar within Encompass Partner Connect (EPC). After you have received your username, password and organization id from LodeStar Support, please follow the st...
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What Fields are Required to Run a Quote within Encompass LO Connect (Encompass Web)?
In order for LodeStar to return an accurate quote, the following fields need to be filled in within Encompass LO Connect (Encompass Web):Within the Subject Property Information section: City State ...