Set Up Checklist - Encompass

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StatusNotes1FHA Case NumberLink included in processor tracking2FHA/VA CAIVRSLink included in processor tracking3FraudGuard (only when #6 is complete)Link included in processor tracking4USPS Look UpLink included in processor tracking5VA - Cert of EligibiltyLink included in processor tracking6File Contacts EnteredAccess through Tools > File Contacts7Settlement Agent Ineligible List CheckedAccess lists on Channel A - Sign processor certStatusNotes8Mtg Payoff StatementRefinance only9SSN/SSA VerificationOrder through servicesStatusNotes10B1 - verbal voe CurrentForm found in Custom Forms - Companywide11B2 - verbal voe CurrentForm found in Custom Forms - Companywide12B1 - Third Party Emp Number VerificationComplete via 411, Google, YP, etc13B2 - Third Party Emp Number VerificationComplete via 411, Google, YP, etc14Tax Transcripts PersonalOrder through services15Tax Transcripts BusinessOrder through services16B1 - S/E 3rd Party VOEComplete via state/county records, 411.

10 B1 - Verbal VOE Current Form found in Custom Forms - Companywide 11 B2 - Verbal VOE Current Form found in Custom Forms - Companywide 12 B1 - Third Party Emp Number Verification Complete via 411, Google, YP, etc 13 B2 - Third Party Emp Number Verification Complete via 411, Google, YP, etc 14 Tax Transcripts Personal Order through services

  Verbals, Encompass, Verbal voe