Providing mortgage credit reports, related services & technology solutions for over 75 years.

800-243-0120

Search Avantus.com

Encompass Services Menu

How to Order Verifications in Encompass

Ordering all of your verification products through Encompass is easy with Avantus. Our fully integrated products in Encompass include 4506-T Tax Return Verifications, SSNV, and Employment Verifications.

To get started, first open the borrower's 1003 loan file. From the Borrower Summary screen, choose Order Verifications from the Services menu.

Next, choose Avantus from the Verifications providers window and click Submit.

Encompass Verifications Providers - Avantus

Ordering

Once you've chosen Avantus from the provider window, the Avantus verifications ordering screen will appear. Simply click on the appropriate product to start an order. You can return to this screen at any time after ordering to check the status of your order.

Order Screen in Encompass

The general process for ordering all products is the same: Select the product you'd like to order, check the information imported from your 1003, and fill in any remaining fields in the product order form. The email notification address you enter will be stored along with your UserID in each session.

Product-specific ordering details follow below.

Verification of Employment (VOE)

First, select employer's name from the drop down menu. You can order multiple VOE's if needed.

Avantus Verification Order Form in Encompass

Borrower Authorizations are required to be uploaded at the time of submission unless E-Signature is used.

Avantus Verification Order Form in Encompass

Once you've completed the form, simply click the Order button. Your order will now be processed. Remember, you can always check the status by clicking the Check Status button in the ordering screen.

Reverifying Employment

The Verifications interface now supports the ability to order a Reverify of a previously ordered VOE. Simply click on Order Verifications, and select Avantus. You will see your completed VOE order in the list of orders. Click on that line item and you will see that VOE Reverify button is now active. Click the VOE Reverify button.

Avantus SSNV Order Form in Encompass

To order your Reverify on a rush, select the Rush checkbox. Enter your payment information and click on the Order button to submit your request. When you receive the email that your order is complete, return and click the Check All Status button to retrieve the Reverify.

Avantus SSNV Order Form in Encompass

Social Security Verification (SSNV)

Check the information imported from your 1003, and fill in any remaining fields in the product order form. When ordering an SSNV, after the borrower's information is entered you must upload the completed and wet-signed SSA-89 form from the eFolder.

Avantus SSNV Order Form in Encompass

Once you've uploaded the required documents, enter an email address to receive notifications related to this order. Enter the method of payment and click the Order button to submit your order. Your order will now be processed. Check the order status at any time by clicking the Check Status button in the ordering screen.

Tax Transcripts

When ordering a tax transcript for verification of income, choose Order Tax Transcript from the ordering screen. Transcript types and years requested will be filled by default. As with other verifications, you have the ability to use E-Signature. Simply enter the borrower's email to obtain authorization. If your order is a joint request, both borrowers' email addresses are required.

Avantus Tax Transcript Order Form in Encompass

If you choose to upload a completed 4506-T form, you'll be taken to the upload screen where you will choose the file from the eVault.

Upload 4506-T in Encompass

Once you've completed the form, click the Order button to submit your order. Your order will now be processed.

Reissuing a 4506-T

To reissue a 4506-T, simply enter the borrower(s) SSN information and the original Tax Transcript ID Number in the ordering form. Enter your payment method information and click the Order button to submit your order.

Reissue TRV in Encompass

LoanShield Credit Review

To order LoanShield Credit Review, simply choose Order LoanShield from the ordering screen in Encompass. After verifying the borrower's information, enter the Original Credit Report ID in the field provided.

Next, enter an email address to receive notifications related to this order. Enter the method of payment and click the Order button to submit your order.

Order LoanShield in Encompass

It's that easy!

If you have any more questions about ordering Avantus products through Encompass, just call our excellent Customer Service Team at (800) 243-0120.



‹‹ Back to the Training Homepage