Transcription of Set Up Checklist - Encompass - Weebly
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Set Up Checklist - Encompass - Weebly
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.
Status Notes 1 eFolder - Index Documents Document Set added and place documents in buckets 2 eFolder - Set Preliminary Conditions Set preliminary conditions 3 eFolder - Review Documents Update tracking to "Ready for UW" once docs reviewed 4 eFolder - Upload Processing Documents Ex.: Underwriting Cover Letters, Processor Certs, etc Status Notes 5 Borrower …
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