Loan Officer Guide

Importing Orders into an LOS
Since Roostify is a point-of-sale (POS) platform and it is designed to be borrower-driven, some AccountChek order management functionality will be determine...
Tue, 26 Jan, 2021 at 9:09 PM
Refreshing Orders Created in Roostify
Why: Refreshing allows you to retrieve the borrower's most up-to-date account transactions. Where: To refresh an order created in Roostify, y...
Fri, 29 Jan, 2021 at 12:51 PM
Viewing & Downloading the Asset Report
Viewing & Downloading Where: Roostify Note: When a borrower links accounts during the application flow, bank statement-related tasks will automati...
Tue, 26 Jan, 2021 at 9:19 PM
Closing an Order
Where: To close an order created in Roostify, you must use the AccountChek Dashboard or Encompass users can import the order into Encompass to prefor...
Fri, 29 Jan, 2021 at 12:59 PM
Overview of Loan Officer Tasks
Since Roostify is a point-of-sale (POS) platform and is designed to be borrower driven, some AccountChek order management functionality will be determined b...
Fri, 29 Jan, 2021 at 12:47 PM