Getting Started with Encompass®
Detailed instructions on how to log in to the AccountChek integration, place orders, manage orders, retrieve reports, and more.
Before logging in to the AccountChek integration, you will need your AccountChek credentials handy. See our article on Getting Your AccountChek Credentials ...
Tue, 18 Jun, 2024 at 9:34 AM
Orders can be placed on the Order AccountChek VOA/VOD tab in the AccountChek Encompass integration. Step One: Enter the borrower information Borrowe...
Wed, 5 Aug, 2020 at 4:18 PM
On the Retrieve Orders tab, the Status column will display the current status of an order with descriptions such as Awaiting Verification, Report Available,...
Mon, 3 Jun, 2024 at 2:33 PM
Once a report has been generated and the Report Status shows Report Available. Selecting View in the Available Actions column and pressing Go will open your...
Wed, 5 Aug, 2020 at 4:25 PM
Downloaded reports will be placed in the eFolder and titled Verification of Assets. Selecting this will allow you to view the reports directly from the eFol...
Tue, 20 Nov, 2018 at 4:23 PM
Once the borrower has successfully linked their accounts and a report has been generated, the order can be refreshed. At any point while the order is still ...
Wed, 5 Aug, 2020 at 4:37 PM
When filling out the FNMA Streamlined 1003, the AccountChek asset report can be submitted via the AccountChek Asset ID fields in the Additional-Provider Dat...
Tue, 20 Nov, 2018 at 4:24 PM
At any time while the order is still open, you can resend the borrower the AccountChek invitation email, which will allow them to log in and link their acco...
Tue, 16 Apr, 2019 at 11:16 AM
While orders will automatically close at the end of the Refresh Period, they can be manually closed via the AccountChek Encompass integration. This feature ...
Wed, 5 Aug, 2020 at 4:39 PM
Existing VOA Reports can be imported using the Reissue Key or Report ID contained in the top-right corner of the report. Importing reports will allow you to...
Wed, 5 Aug, 2020 at 4:41 PM