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AccountChek Setup Guide
Getting Your AccountChek Credentials
Whitelisting AccountChek Email Communications
White-Labeling AccountChek to Leverage Your Brand
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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AccountChek Testing Resources
Sample AccountChek VOA Report
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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Encompass® User Guide
Getting Started with Encompass®
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®
See all 12 articles
My borrower can't find their invitation email
My borrower can't find their institution
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?
AccountChek Dashboard Guide
Getting Started with the AccountChek Dashboard
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
See all 8 articles
Account Enrollment Walkthroughs
Logging in to AccountChek
Finding Your Financial Institution and Enrolling Accounts
Borrower Account Enrollment (Video Guide)
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?
Fusion Mortgagebot (POS)
Integration Setup Guides
Setting Up a Default Verifier
Corporate Administrator Guide
Company & User Management Walkthroughs
Understanding the AccountChek User Hierarchy
Adding Users in Bulk
Adding New AccountChek Users
Editing AccountChek Users
Adding New Branches
Why can't a user see orders?
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