Transcription of Set Up Checklist - Encompass - Weebly
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Example: tourism industry
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.
14 Tax Transcripts Personal Order through services 15 Tax Transcripts Business Order through services 16 B1 - S/E 3rd Party VOE Complete via state/county records, 411, etc 17 B2 - S/E 3rd Party VOE Complete via state/county records, 411, etc 18 B1 - Full VOE (manual add item) Form found in Standard Forms - Verifications
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