Getting Started with Encompass®

Detailed instructions on how to log in to the AccountChek integration, place orders, manage orders, retrieve reports, and more.

Register for an Encompass® Training Webinar
AccountChek hosts weekly, open-invitation webinars for users new to AccountChek and our Encompass® integration. During the training, we'll cover all as...
Thu, 18 Apr, 2019 at 11:24 AM
Accessing the AccountChek Encompass® Integration
Before logging in to the AccountChek integration, you will need your AccountChek credentials handy. See our article on Getting Your AccountChek Credentials ...
Tue, 16 Apr, 2019 at 11:14 AM
Placing an Order in Encompass®
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
Checking the Order Status in Encompass®
On the Retrieve Orders tab, the Status column will display the current status of an order with descriptions such as Awaiting Verification, Report Available,...
Wed, 5 Aug, 2020 at 4:21 PM
Downloading and Viewing the Report in Encompass®
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
Viewing Downloaded Reports in the eFolder
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
Refreshing the Report in Encompass®
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
Submitting a Report via the FNMA Streamlined 1003 / Freddie Mac Additional Data forms
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
Sending the Borrower Additional Login Emails in Encompass®
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
Closing the Order in Encompass®
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