AccountChek Setup Guide 3

• Getting Your AccountChek Credentials
• Whitelisting AccountChek Email Communications
• White-Labeling AccountChek to Leverage Your Brand

FAQ 6

• How do I reset my password?
• What is the refresh period?
• How do I know if a financial institution is supported?
• Where is my verification of deposit?
• How secure is the AccountChek service?

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Client Resources 2

• AccountChek Testing Resources
• Sample AccountChek VOA Report

Status Codes 6

• Insufficient History (Code: 511, Dashboard Status: No Transactions / Encompass Status: Insufficient Transaction History)
• Needs Update (Code: 509, Dashboard Status: Needs Update / Encompass Status: Credential Issue on Refresh)
• Communication Issue (Code: 5032, Dashboard Status: Alert / Encompass Status: Unable to Connect to FI)
• Harvest Failed / Harvest Unsuccessful (Code: 512, Dashboard Status: Harvest Failed / Encompass Status: Enrolled but Harvest Failed)
• Data Inaccessible (Code: 540, Dashboard Status: Data Inaccessible / Encompass Status: N/A)

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Getting Started with Encompass® 12

• Register for an Encompass® Training Webinar
• Accessing the AccountChek Encompass® Integration
• Placing an Order in Encompass®
• Checking the Order Status in Encompass®
• Downloading and Viewing the Report in Encompass®

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Troubleshooting 2

• My borrower can't find their invitation email
• My borrower can't find their institution

Encompass FAQ 3

• Do I need separate orders for borrower and co-borrower?
• Why is my borrower still receiving emails?
• How can I request additional accounts for verification?

Getting Started with the AccountChek Dashboard 8

• Register for an AccountChek Dashboard Training Webinar
• Logging in to the AccountChek Dashboard
• Navigating the Orders Dashboard
• Placing an Order via the Dashboard
• Checking the VOA Report Status

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Troubleshooting 0

Dashboard FAQ 0

Account Enrollment Walkthroughs 3

• Logging in to AccountChek
• Finding Your Financial Institution and Enrolling Accounts
• Borrower Account Enrollment (Video Guide)

Borrower FAQ 4

• How many accounts do I need to share with my lender?
• What exactly does my lender see?
• Why aren't my online banking credentials working?
• What if I don't have online banking?

Integration Catalog 2

• SimpleNexus
• Fusion Mortgagebot (POS)

Integration Setup Guides 1

• Setting Up a Default Verifier

Company & User Management Walkthroughs 5

• Understanding the AccountChek User Hierarchy
• Adding Users in Bulk
• Adding New AccountChek Users
• Editing AccountChek Users
• Adding New Branches

Administrator FAQ 1

• Why can't a user see orders?