Transcription of Set Up Checklist - Encompass
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Set Up Checklist - Encompass
StatusNotes1 FHA Case NumberLink included in processor tracking2 FHA/VA CAIVRSLink included in processor tracking3 FraudGuard (only when #6 is complete)Link included in processor tracking4 USPS Look UpLink included in processor tracking5VA - Cert of EligibiltyLink included in processor tracking6 File Contacts EnteredAccess through Tools > File Contacts7 Settlement Agent Ineligible List CheckedAccess lists on Channel A - Sign processor certStatusNotes8 Mtg Payoff StatementRefinance only9 SSN/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, etc14 Tax Transcripts PersonalOrder through services15 Tax Transcripts BusinessOrder through services16B1 - S/E 3rd Party VOEC omplete 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
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