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ENCOMPASS USER GUIDE - Informative Research

USER GUIDE ENCOMPASS 2 Ellie Mae and ENCOMPASS are registered trademarks of Ellie Mae, Inc. Table of Contents Credit Services .. 5 Adding Service Providers .. 5 Opening the Credit Report Interface .. 6 Credit Report Services Overview .. 6 Pre-Qualification, Origination and Closing Tab Overview .. 6 Monitoring Tab Overview .. 9 Reports Tab Overview .. 10 Support Tab Overview .. 11 Pre-Qualification Tab .. 12 New SoftQual Request .. 12 Retrieve Existing Report .. 13 Upgrade .. 14 Origination Request .. 14 New Request .. 14 New Request - Bypass Duplicate Check .. 15 Import Report / Reissue .. 15 Remove Borrower/CoBorrower .. 16 Swap Borrower .. 16 Order Supplements .. 17 Retrieve Supplements .. 17 Order Rescore .. 17 Closing .. 18 PreClose Credit Report .. 18 Ordering and Retrieving Supplements .. 18 QuickLook and QuickLook w/Scores New Request .. 18 QuickLook and QuickLook w/Scores Retrieve Existing Report .. 18 QuickLook and QuickLook w/Scores Upgrade Report.

The bureau(s) already present on the report must be selected. 4. Submit your order, and once the Encompass progress bar completes, you will be redirected to the Services View tab to view your report PDF. (The eFolder will also contain your credit order PDF) Origination Request

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