Transcription of Set Up Checklist - Encompass
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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, etc17B2 - S/E 3rd Party VOEC omplete via state/county records, 411, etc18B1 - Full VOE (manual add item)
Flood Disclosure & Cert Signed Power of Attorney Builder Docs Condo Docs Title Work Prelim CD Survey Appraisal Appraisal Checklist Appraisal - Final Inspection Complete 92900 Complete 4506T ITP & eConsent REQUIRED ITEMS NOTES ON STATUS Complete Disclosures Complete 1003 Waiving Escrows Cash to Close Assets Verified Sales Price/Est Value B2 ...
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