Manage Service Providers List
• Select None to clear all the check boxes in the Categories list. Personas
will not be permitted to search for a service provider nor add and select a
service provider of their choice when ordering a service.
NOTE: For the Appraisal service, you can also use the Appraisal Order
Management setting to control the persona’s ability to search for a service
provider and manage the providers that are available for the persona to
order from. Note that the Appraisal Order Management settings override
the settings you configure in the Manage Service Providers List. For
example, even though the Appraisal check box in the Manage Service
Providers list is not selected, a user with the selected persona will still be
able to search for, add, or select an appraiser if the administrator has
granted them permission to do so using the Appraisal Order Management
setting.
• Closing Docs – Select tasks that can be carried out during the loan’s
Closing process, including permission to order closing documents,
rearranging closing documents stacking orders, and the option to select
Closing Doc Plan Codes and Closing Doc Stacking Templates when
ordering closing documents. Additionally, enable the Encompass eClose
features for the persona, and then select tasks that can be carried out
during the loan’s eClosing process, such as Encompass eClose, Order
Closing Docs, Closing Package Management, etc.
NOTE: The options provided in the Closing Docs section are determined by
your company’s Encompass Docs Solution license. The View Closing
Document Data, Manage Closing Plan Codes, and Manage Closing Stacking
Templates options are provided only for customers licensed to order closing
documents using the Encompass Docs Solution. The eClose options are
provided only for customers who have worked with their relationship
manager to enable eClose for their Encompass instance.
2 When finished, click OK.
