---
title: How to Set Up Company Fee&Escrow Templates in SphereLOS
description: PUBLISHED
---
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2. [Getting started](https://www.spherelos.com/kb/getting-started?hsLang=en)
October 1, 2026
# How to Set Up Company Fee&Escrow Templates in SphereLOS
## This guide walks you through how to add, edit, and set default fees in the Fee and Escrow Types section. You’ll learn how to update fee details, set who pays the fee, configure amounts, use advanced settings for complex calculations, and add new fees if needed.
1. **Log in** to the system and navigate to **Settings**.
2. **Search for and click** **Fee and Escrow Types** to enter the section.
3. **Expand the section** where you want to set a default fee by clicking the **+ icon**.
4. **Find the fee** you want to edit and click the **pencil icon** next to it.
5. In the **General Information** section, click the **pencil icon** next to **Paid To Type**.
6. **Select an option** from the dropdown list.
7. Click **Save** to apply your selection.
8. In the **Additional** section, ensure **Default** is toggled **on**.
9. Toggle on options such as **Seller Representative**, **Included in APR**, **Included in Points and Fees**, and add a **RESPA Code** or **Notes** if needed.
10. To set a default dollar amount, click **Default Values**, located next to the General Information section.
11. Choose whether the fee is **Borrower-Paid**, **Seller-Paid**, or **Paid by Others**.
12. Select **Add Default Value** next to either **At Closing** or **Before Closing**, depending on when the fee should be charged.
13. Click the **pencil icon** to enter the fee amount.
14. For **Borrower-Paid** fees, you can define the fee as a **percentage**:
- Click the dropdown arrow to select the calculation basis: **Appraised Value %**, **Loan Amount %**, **Purchase Price %**, or **Total Loan Amount %**.
- Enter the **Rate**.
- Choose **Re-Calculate Automatically** as **Yes** to update the fee automatically when related values change.
- Click **Save** to complete the calculator settings.
**Note:** Currently, the system only supports fixed dollar amounts for Seller-Paid and Paid by Others fees.
### **Advanced Calculator (For Complex Fee Settings)**
1. Click **Switch to Advanced Settings** for detailed calculation options.
2. In the **Setter Type** field, select one of the following:
- **Constant** – fixed dollar amount.
- **Field** – fee based on a specific system field.
- **Formula** – calculated using addition, subtraction, multiplication, division, or tiered schedules.
3. Enable **Re-Calculate Automatically** (set to Yes) to update the fee when related factors change.
4. Click **Save** to finalize the calculator settings.
---
### **Conditional Fees Setup**
1. For fees that vary based on conditions, click the **pencil icon** under the **Conditions** column.
2. Click **Add New Group**.
3. Complete the three fields:
- In the first field, choose a value from the dropdown.
- In the second field, select an operator: **Equal**, **Except**, **Greater**, **Greater or Equal**, **Less**, or **Less or Equal**.
- In the third field, enter the corresponding value.
4. Click **Save** to apply the condition.
---
### **Adding Fees Not Listed**
1. If you don’t see the fee type you need, click **Add Fee and Escrow Type** in the top right.
2. In the **Add Fee and Escrow Types** window:
- Choose the appropriate sections.
- Select the desired fees by checking the boxes.
- Click **Add Selected Fee and Escrow Types**.
3. Click **Back to Fee and Escrow Types** to return to the main Fee & Escrow Settings page. The fee will now appear in the section, ready to use.
4. If the fee you need isn’t in the list, click **Create New Fee and Escrow Type** to open the General Information page.
5. Enter the fee **Name**, assign the sections it belongs to, and set the **Paid To Type**.
6. Follow the above steps to complete the fee **General Information** and **Default Values** setting.
If you need assistance at any point, feel free to reach out to our support team at support@spherelos.com—we’re here to help!
- [FAQs](https://www.spherelos.com/kb/faqs?hsLang=en#main-content)
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- [Getting started](https://www.spherelos.com/kb/getting-started?hsLang=en#main-content)
- [Fee and Escrow Type](https://www.spherelos.com/kb/getting-started?hsLang=en#fee-and-escrow-type)
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