Encompass Integration With Truv: How to Create Orders & See Responses

Start by opening Encompass. Next, navigate to the Pipeline tab and select an application location to begin an order. After that, visit the Services tab and click on Order Verifications and choose True Verification of Income Employment. To initiate the process, simply press Submit. In the initial setup phase, the borrower's information is automatically filled from the loan. You then need to select the product type, which could be either Income and Employment or Employment history. Next, you will choose the employers. You can pick up to five employers for this process. Once you've selected the employers, proceed to create the order by checking the Create Order box for each employer. After all employers have been selected, finalize the process by pressing the Submit Orders. In the borrower's verification process. The borrower will first receive a verification link via email. Then they can verify and confirm all the details. Reopen the applicant details in Encompass and select the specific verification documents that contain the details you would like to see. Click on the E folder button to gain access to all these details. In this section you can create notifications to stay updated. You also have the ability to check statuses, including viewing order statuses and viewing status details. Additionally, you can view and download all documents and reports related to the order all in one place.