Since Roostify is a point-of-sale (POS) platform and it is designed to be borrower-driven, some AccountChek order management functionality will be determined by which Loan Origination System (LOS) you use.
Integrated Loan Origination Systems (LOS)
Roostify has an AccountChek integration with Encompass, Mortgage Cadence, Black Knight Empower and the AccountChek Dashboard. Orders created in Roostify can imported to these LOS platforms.
AccountChek asset reports created in Roostify will automatically import as a PDF in your Encompass eFolder. Reports will be placed in the eFolder and titled Verification of Assets. Selecting this will allow you to view the reports directly from the eFolder.
If you want to refresh the report within Encompass you will need to take one additional step to import it into the Encompass Order Management Tab. See directions here.
Mortgage Cadence ELC
Loan officers can manually export the asset report into Mortgage Cadence using the export icon next to the completed task in Roostify. This exports the reissue key to the D1C reference field and asset report as PDF within ELC.
Loan officers can manually export the asset report to Empower using the export icon next to the completed task. This exports the reissue key to the D1C reference field and asset report as PDF within Empower.
If you use the AccountChek Dashboard instead of a LOS, orders created in Roostify will automatically be available in the Dashboard. You can find an order using directions below.
First, navigate to verifier.accountchek.com and login. After login, you will be taken to the Orders Dashboard, which will display all orders created by you and those that you have permission to view. Using the search bar in the top-right corner, you can search for a particular order by Borrower Name or Reference #.
You can also click Show Advanced Search to search by properties like Order Status or Date.