Ellie Mae® Encompass®

User Guide

March 2019
User Guide Ellie Mae® Encompass®
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Table of Contents
Instructions:
Ellie Mae® Encompass®
Instant Merge.......................................................................................................................................................... 1
Overview............................................................................................................................................................... 1
Setting Up Rotating Password Credentials........................................................................................................ 2
Change your temporary password............................................................................................................. 2
Ordering Credit from CoreLogic Credco................................................................................................... 4
Maintaining Encompass User IDs........................................................................................................................ 6
Changing the CoreLogic Credco password............................................................................................. 6
Ordering Instant Merge Using Digital Certificate Credentials......................................................................... 7
Upgrading an existing Instant Merge report by adding or removing Credit Bureaus (Incremental and
Decremental access).......................................................................................................................................... 9
Open a Loan File in Encompass.................................................................................................................. 9
Credit Report Request Screen................................................................................................................... 10
Support Information........................................................................................................................................... 11

Merge Plus – Encompass: Ordering Guide.............................................................................................. 12

Overview............................................................................................................................................................. 12
Ordering a CoreLogic Credco Merge Plus Report ....................................................................................... 12
Open a loan file in Encompass ................................................................................................................. 12
Credit Report Request Screen .................................................................................................................. 13
Check Status / Review Completed Order...................................................................................................... 14
CoreLogic Merge Plus Request................................................................................................................. 14
Credit Report Request................................................................................................................................ 16
CoreLogic Merge Plus Request................................................................................................................. 17
Overview............................................................................................................................................................. 18
Upgrading an existing Instant Merge report to a FinalCheck report .......................................................... 18
Open a loan file in Encompass ................................................................................................................. 18
Credit Report Request Screen .................................................................................................................. 19
Support Information........................................................................................................................................... 20

Property Tax Estimator....................................................................................................................................... 21

Overview............................................................................................................................................................. 21
How to Order Property Tax Estimator........................................................................................................ 21
Create a New Order................................................................................................................................... 22

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Fee Import.................................................................................................................................................... 27
Error Messaging.................................................................................................................................................. 28

OnSite and OnSite Plus..................................................................................................................................... 29

Overview............................................................................................................................................................. 29
Update Your Systems Settings to Output Color Documents (Administrator Only)..................................... 29
How to Order OnSite................................................................................................................................... 30
Order Appraisal – Accessing CoreLogic OnSite...................................................................................... 31
Authentication Settings ............................................................................................................................. 31
Placing an Order ........................................................................................................................................ 32
Document Review ..................................................................................................................................... 34

CoreLogic and Freddie Mac HVE® AVMs................................................................................................ 35

Overview ............................................................................................................................................................ 35
How to Order AVMs........................................................................................................................................... 35
Order AVMs from the Services tab............................................................................................................ 35
Complete the AVM Order.......................................................................................................................... 36

CoreLogic
LoanSafe Fraud Manager™ & LoanSafe Risk Manager™.................................................................................................................... 38
Overview............................................................................................................................................................. 38
LoanSafe Risk Manager.............................................................................................................................. 38
LoanSafe Fraud Manager.......................................................................................................................... 38
Input Data........................................................................................................................................................... 38
Loan Participants for WatchList Screening............................................................................................... 38
Output Data....................................................................................................................................................... 39
LoanSafe Connect............................................................................................................................................. 39
Clear Alerts with LoanSafe Connect......................................................................................................... 39
Store the Alert Summary in Encompass eFolder...................................................................................... 39
How to Order LoanSafe Fraud Manager and LoanSafe Risk Manager...................................................... 40
New Request................................................................................................................................................ 40
Vendor Selection......................................................................................................................................... 40
Product Ordering Interface........................................................................................................................ 41
Order Tab..................................................................................................................................................... 41
Contacts Tab............................................................................................................................................... 42
View Report........................................................................................................................................................ 44
Loan Participants in Encompass....................................................................................................................... 46
File Contacts................................................................................................................................................ 46
Co-Appraisers.............................................................................................................................................. 47
Loan Originators & Co-Originators............................................................................................................ 48

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Loan Officer................................................................................................................................................. 49
Launch LoanSafe Connect.............................................................................................................................. 50
Alert Summary.................................................................................................................................................... 51

Frequently Asked Questions

LoanSafe Risk Manager / LoanSafe Fraud Manager via Ellie Mae Encompass..................... 52

CoreLogic CondoSafe..................................................................................................................................... 55
Overview............................................................................................................................................................. 55
How to Order CondoSafe................................................................................................................................. 55
Additional Services – Accessing CondoSafe.................................................................................................. 56
CondoSafe Submission...................................................................................................................................... 56
Authentication Settings ............................................................................................................................. 56
Loan Information......................................................................................................................................... 57
Placing an Order ........................................................................................................................................ 58
Updating an Order ..................................................................................................................................... 59
Checking Order Status - Order in progress.............................................................................................. 60
Checking Order Status - Order Completed............................................................................................. 61
Document Review – eFolder: CondoSafe Documents container........................................................ 62

CoreLogic 4506-T Direct................................................................................................................................... 63

Overview............................................................................................................................................................. 63
How to Order 4506-T Transcripts....................................................................................................................... 63
Order Verifications from the Services tab................................................................................................. 63
First Time Login Setup for 4506-T ................................................................................................................ 65
Ordering 4506-T Direct................................................................................................................................ 66
Retrieving Verifications Results................................................................................................................... 68

CoreLogic 4506-T Direct – E-Signature Submissions............................................................................. 71

CoreLogic 4506-T E-Signature Implementation.............................................................................................. 71
Admin Setup in Encompass for Ellie Mae Network 4506-T eSign documents....................................... 71
Encompass User workflow for eSign documents............................................................................................ 71
Prepare the 4506-T Document with Borrower Information..................................................................... 71
Send the 4506-T document to the borrower for signature..................................................................... 72
Borrower eSignature process..................................................................................................................... 74
eSigned document retrieval process........................................................................................................ 75
Sending the 4506T request with an eSigned document to CoreLogic................................................. 76

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Browsing for the 4506-T eSigned document to attach to your 4506-T order........................................ 77
Browse from eSign Vault Instructions......................................................................................................... 78

Frequently Asked Questions

for 4506-T................................................................................................................................................................. 80

CoreLogic SSN Confirm.................................................................................................................................... 81

Overview............................................................................................................................................................. 81
How to Order SSN Confirm................................................................................................................................ 81
First Time Login Setup for SSN Confim............................................................................................................... 82
Ordering SSN Confirm........................................................................................................................................ 82
Borrower Pairs............................................................................................................................................... 82
Order Interface............................................................................................................................................ 83
Attachment of the SSA-89.......................................................................................................................... 84
Check Status/View Result........................................................................................................................... 84
View Report........................................................................................................................................................ 85
Send Update...................................................................................................................................................... 86
Cancel order...................................................................................................................................................... 86

CoreLogic Flood Services................................................................................................................................ 87

Setting up CoreLogic Flood Services in My Providers.................................................................................... 87
Placing a New Flood Order.............................................................................................................................. 88
Receiving the Flood Determination................................................................................................................. 90
Pending Flood Orders for Manual Research................................................................................................... 91
Viewing Flood Data within the Loan File......................................................................................................... 95
Editing a Flood Determination.......................................................................................................................... 98
Cancelling a Flood Determination................................................................................................................ 100

Using CoreLogic
Valuation Solutions Integration in Encompass..................................................................................... 101

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Instructions:
Ellie Mae® Encompass®
Instant Merge
Overview

CoreLogic® Credco® credentials for Encompass are managed by the

CoreLogic Credco Account Setup group. These instructions explain how to
order CoreLogic Credco credit through Encompass.
►► Open a loan/file in Encompass and click on the Services tab, and click
Order Credit Report

►► Select the All Providers tab and scroll down to view the CoreLogic Credco
options

►► If you received an all numeric (7-digit) account number and an

8-character password then select CoreLogic Credco (Digital Certificate)
►► If you received a username composed of letters and/or numbers and a
random character temporary password then select CoreLogic Credco
►► After making your selection, click on the Add to My List button on the
bottom left to add your selection to the My Providers tab

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►► Click on the OK button to acknowledge the update

Setting Up Rotating Password Credentials

If you are using rotating password credentials, your new Encompass password
is temporary and must be changed before you can order products.

To order credit through Encompass you must first update your temporary
password to a password of your choice. The password must be updated
within 14 Days or it will expire.

Change your temporary password.

►► Open a file in Encompass and click on the Services tab, and click Order
Credit Report

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►► Select CoreLogic Credco from the vendor list and click More info

►► Click Change Password and enter the temporary password into the Old
Password field. Type a new password into the New and Confirm password
fields and click OK.

Once the password has been updated, credit can be ordered.

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Ordering Credit from CoreLogic Credco

►► Open a file in Encompass and click on the Services tab and click Order
Credit Report

►► Select CoreLogic Credco from the list of available providers. If you do not
see CoreLogic Credco, please contact your company’s Encompass
administrator to enable this option.

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►► Credit Report Request Screen

►► Verify your order options such as Request Type and Credit Bureaus
►► Click on the Finish button to submit your credit report order

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Maintaining Encompass User IDs

Rotating Password security requirements mandate that credentials used

to access credit be changed every 90 days. Fourteen days prior to User ID
expiration, a reminder will be sent via email to reset the password.

Changing the CoreLogic Credco password

CoreLogic Credco password can be reset by clicking on the Change

Password link on the Credit Order screen

Type a new password in the New and Confirm password fields and click OK.
The new password will remain active for 90 days at which time it will need to
be changed.

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Ordering Instant Merge Using Digital Certificate Credentials

►► Click on the My Providers tab and select CoreLogic Credco (Digital
Certificate)

►► Click on the Submit button

►► You will now be at the Credit Report Request screen where you can enter
in your Account Number and Password.

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* Place a check mark on the Save Login Information option so you do not have to
enter in your credentials for every submission.
►► You may enter in a Branch ID or other identifier (optional) into the Branch
ID field. You may enter in notes into the Notes field as well (optional)
►► Verify your order options such as Request Type and Credit Bureaus
►► Click on the Finish button to submit your credit report order
►► You will see a Sending Credit Request progress screen as Encompass
communicates your order to Credco

►► Once Encompass has received your processed order, it will display the
credit report within the Services View tab. The document is a PDF and will
be saved within Encompass’ eFolder if you wish to view/print at a later time.

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Upgrading an existing Instant Merge report by adding or removing Credit

Bureaus (Incremental and Decremental access)
Your CoreLogic credentials must be enabled for incremental access in order
to utilize this feature. Contact your CoreLogic Account Manager for assistance
with confirming or activating this option on your account.

Open a Loan File in Encompass

►► On the Services tab, click Order Credit Report.

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Credit Report Request Screen

►► From the Request Type dropdown, select Upgrade an existing credit
report.
♦♦ The credit reference number for the report you want to upgrade is
required. This field will be auto-populated with the reference number
for the most recent credit report in the loan file if one exists. The credit
reference number is 15-digits and should not contain any dashes.
♦♦ In
the Credit Bureaus section, check whichever Bureaus you want
present on the new report.
–– If you are upgrading a single-Bureau report to a three-Bureau report,
check all three Credit Bureaus.
–– If you have a three-Bureau report and want to remove one Bureau,
only check the two Bureaus that you want to remain on the credit
report.
♦♦ Click on Finish to submit your upgrade request

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Once Encompass has received your processed order, it will display the credit
report within the Services View tab. The document is a PDF and will be saved
within Encompass’ eFolder if you wish to view/print at a later time.

Note: Your CoreLogic Credco account settings determine whether the

upgraded credit report returns with the same reference number as the original
credit report or with a new reference number. Contact your CoreLogic
Account Manager to discuss your preference for this account setting.

Note: Any bureaus missing on the original report will submit a new inquiry with
those bureaus only. If the bureau is already present on the original report, the
existing credit data is reused and no new inquiry is made.

Support Information

Toll free: 800.423.1150

Email: Credco.techsupport@corelogic.com

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Merge Plus – Encompass:

Ordering Guide
Overview

CoreLogic Credco Merge Plus is a supplemental report that provides details

on one or more flagged items from the Instant Merge report. It saves you the
time and expense of researching credit of borrowers who don’t need a full
RMCR.

With Merge Plus, users can:

►► Verify existing mortgage balances and monthly payments
►► Verify and delete duplicate accounts
►► Update balances, verify judgments and derog information
►► Access details on unlimited items from the Instant Merge report

Ordering a CoreLogic Credco Merge Plus Report

Open a loan file in Encompass

►► Order the credit report from CoreLogic Credco as originally intended - 1,2,
or 3 bureau.
►► Open a loan file in Encompass

►► On the Services tab, click on the “Order Credit Report” button

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Credit Report Request Screen

►► Recall the credit request screen for the loan, click on the Merge Plus
button to access the credit supplement dialog.

►► Check the box next to the item you wish to verify, and then select a
reason for the update or delete action in the Reason Codes pane.

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Check Status / Review Completed Order

CoreLogic Merge Plus Request

►► Click View & Check Status to check the status of your order.

►► Upload supplemental documents if needed using Upload

Documents feature.
►► Click the Check Status button to get the latest updates. If the order is
completed, it will automatically download.

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►► Completed orders will be displayed in the order panel. Merge Plus reports
are viewable in this window and saved to the Encompass eFolder

►► Completed orders as viewed in the eFolder.

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Updating a CoreLogic Credco Merge Plus Order

Credit Report Request

►► Recall the credit request screen for the loan, click on the Merge Plus
button to access the credit supplement dialog.

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CoreLogic Merge Plus Request

►► Check the box next to the item you wish to verify, and then select a
reason for the update or delete action in the Reason Codes panel.

►► Click the Update button.

►► The order will be updated with the requested update actions.

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FinalCheck in Encompass:
Ordering Guide
Overview

The CoreLogic Credco FinalCheck suite consists of three critical data

verification products designed to mitigate loan buyback risk by instantly
verifying loan credit, application and fraud data at prefunding. The result is
a powerful set of reporting tools that provides lenders critical insight on any
potential prefunding risk indicators before submitting the loan to the GSEs.
Note: Subject property and participant data (Name/Company Name, address, etc.)
are required to process FinalCheck. Make sure that the subject property field is
populated with the correct information and that any parties to the loan are associated
to the loan file in Encompass before ordering a FinalCheck report.

Upgrading an existing Instant Merge report to a FinalCheck report

Open a loan file in Encompass

►► On the Services tab, click Order Credit Report.

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Credit Report Request Screen

►► From the Request Type dropdown, select Update an existing IM to
FinalCheck. The credit reference number of the original report will be
auto-populated.

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CoreLogic Credco will process the order using the FinalCheck settings on the
account and return the Instant Merge and FinalCheck report.

Note: the original Instant Merge and the FinalCheck reports are both stored in the
Encompass eFolder.

Support Information

Toll free: 800.423.1150

Email: Credco.techsupport@corelogic.com

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Property Tax Estimator

Overview

Property Tax Estimator is a comprehensive automated solution that enables lenders to obtain
accurate property tax values during the pre-closing stages of loan origination. Using this
interface, users can electronically submit a request to the largest database in the industry
and receive existing actual data, other tax collector specific data, and calculated estimated
values for nearly all properties.

How to Order Property Tax Estimator

►► Prior to ordering, the subject property information will need to be entered into the
borrower summary. An address and estimated value or purchase price are required.
Purpose of Loan and Property Will Be are also required.

Order from the Services tab.

►► From within the loan in Encompass, go to the Services tab and click Order Additional
Services.

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If “CoreLogic Property Tax Estimator” does not appear under the My Providers tab.
►► Go to the All Providers tab.

►► Highlight CoreLogic Property Tax Estimator.

►► Click Add to My List.
►► Click Submit.
►► CoreLogic Property Tax Estimator will now appear in your My Providers tab
for all future orders.

Create a New Order

►► Enter your CoreLogic supplied User Name and Password. Please note this
Username and Password will be different from the credentials you use to
access other CoreLogic services.
►► Check the Save Login Information checkbox to save credentials for
future orders.
►► The subject property address is automatically populated and displayed on
the interface. If you do not have the full subject property address—but do
have city, state and zip code—simply enter TBD for the address and you
will still be able to process your order.

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►► If the property is under construction or newly constructed ensure the Construction Property
box is checked.

►► Admin users will have and Admin Link where the CoreLogic supplied Lender ID can be
entered. This is different than your customer number.

►► Click the Order button.

►► A progress bar displays alerting the user that the order is processing.
►► The Order button is disabled to prevent duplicate ordering.
►► Once an order is submitted a message displays.

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►► Clicking OK directs the user to the Check Status/View Result tab.

►► Highlight the pending order and click the Check Status button to retrieve
the result.

►► Results display the description, pay to designation and available tax values.
►► Users have the option to import either Actual or Estimate values.

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►► Clicking the Import button will import the selected values to the
Aggregate Escrow Account Form and the 2015 Itemization.
Note: Importing tax values will override the current values on both forms.

►► Once an order is complete the Status updates to Completed.

►► Highlight the returned report and click the View button to view the report.

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►► The completed report will be displayed in your eFolder

►► If no tax information is available for the property then “Complete – No Hit”

will display in the Status column.
►► A Status of “Expired” indicates the request must be re-ordered.

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Fee Import
►► Selected tax values import to the Aggregate Escrow Account Form and
2015 Itemization lines 1004, 1005, 1007, 1008 and 1009.

►► Additionally, the tax authority’s address and phone number will populate
into the Quick Entry window. If available, the Amount Last Paid, Date Paid
(installment date of the last payment), and Date Tax Delinquent will populate.

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►► On rare occasion there may more taxes returned than there are lines
available in Encompass.
►► In this case, the annual and monthly amounts are appended in the last
available line on the Aggregate Account Escrow Form and line 1009 on the
2015 Itemization.
►► The Pay To column designates the payees and their respective tax amounts
separated by a semi-colon.

Error Messaging

If any of the data required to submit an order is missing the message below
displays indicating the required fields.

If an error is returned from CoreLogic the error code and description will display
in a popup window and the Status on the UI will display “Error”.

If you encounter this error message, contact Ellie Mae support at 800.777.1718
or customersupport@elliemae.com.

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OnSite and OnSite Plus

Overview

OnSite is a property condition report coupled with local market conditions

and patent-pending features that are specifically designed to help institutions
meet the Federal requirements when an Automated Valuation Model (AVM)
is used for mortgage lending purposes.

The following instructions are valid for both OnSite and OnSite Plus.

Update Your Systems Settings to Output Color Documents

(Administrator Only)
To get the best use out of your Onsite reports, it helps to have your eFolder set
to output PDFs in color. To set your eFolder to output color PDFs.

From the Encompass Settings Menu:

►► Go to the eFolder Setup submenu > Document Conversion
►► Under Unassigned Document Conversion Preferences, select “Color” from
the Format drop down menu

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How to Order OnSite

Order from the Services Tab

►► From within the loan in Encompass, go to the Services tab and click
Order Appraisal

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Order Appraisal – Accessing CoreLogic OnSite

If CoreLogic – OnSite does not appear under the My Appraisers tab:

►► Go to the All Appraisers tab

►► Highlight CoreLogic - OnSite

►► Click Add to My Appraisers
►► Click Submit
►► CoreLogic - OnSite will now appear in your My Appraisers tab for all
future orders

Authentication Settings

Authentication Settings are required to be entered by your Company

Administrator prior to orders being submitted. Required Credentials include:

1. Company User Name

2. Company Password

3. Digital Gateway Lender ID

4. The selection of at least 1 of the CoreLogic OnSite product offerings within

the “Products” section.

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Once credentials have been entered the Administrator saves the settings for
users within their Company.

Note: Authentication Settings are only available for users who have a SuperAdmin
persona within Encompass. 

Placing an Order

To submit an original order, enter the following information:

1. Request Type – Radio button selection “Original”

2. Product Type – Select the Product Type you would like to order (available
sections determined by the Authentication Settings entered by your
Encompass Administrator).

3. Comments – Any special instructions or comments (max 500 characters)

4. Submit – Click Submit to place your order.

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Checking Order Status

To check the status of a previously submitted order:

1. Open the “Check Status” tab

2. Click the “Update Status” button

This will submit a request for updated status information on your order.
Once the response is received indicating your order is complete, a
subsequent transaction will be sent to retrieve the product report.

3. Both the status request and retrieve request results will be entered into the
“Transaction Log” grid and be viewable for the end user.

4. The pdf document will be available via hyperlink within the Response
Documents grid.

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Document Review

To view the pdf document that was received via the eFolder, click the eFolder
link in the upper right-hand corner.

The Encompass eFolder opens. The Property Condition Report document

contains the report retrieved from the CoreLogic OnSite product.

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CoreLogic and Freddie Mac

HVE® AVMs
Overview

The Ellie Mae® Encompass and AVM integration with CoreLogic is a system
to system integration with the Encompass desktop application. This service
provides access to the four CoreLogic Proprietary AVM models, the GeoAVM
Core™ cascade (consists of the four proprietary CoreLogic models) and the
Freddie Mac HVE AVM.

How to Order AVMs

Order AVMs from the Services tab

►► From within the loan in Encompass, go to the Services tab and click on
Order AVM

If “CoreLogic AVM’s and HVE” does not appear under the My Providers tab.
►► Go to the All Providers tab

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►► Highlight CoreLogic AVM’s and HVE

►► Click Add to My List
►► Click Submit
►► CoreLogic will now appear in your My Providers tab for all future orders

Complete the AVM Order

►► Enter your CoreLogic supplied Username and Password

►► Check the box to “Save Login Information”

►► Check the box for AVM model
►► Click Order

There will be a pause while the system uploads and processes your request.
This is normal and will vary depending on server traffic and speed.

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After the order is processed, the AVM will appear in the Services View tab and
will also be available in the “eFolder”.

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CoreLogic
LoanSafe Fraud Manager™
& LoanSafe Risk Manager™
Overview

LoanSafe Risk Manager

LoanSafe Risk Manager™ helps lenders combat residential mortgage risk
by employing a multi-layer process designed to target both collateral
threat and fraudulent activity. When you request LoanSafe Risk Manager,
you automatically receive LoanSafe Collateral Manager™ and LoanSafe
Fraud Manager™. Both work in tandem within LoanSafe Risk Manager to
simultaneously minimize your collateral risk, maximize fraud detection and
meet your compliance requirements.

LoanSafe Fraud Manager

LoanSafe Fraud Manager can also be requested as a standalone product.
LoanSafe Fraud Manager is an easy-to-use fraud report and mitigation
solution that helps identify mortgage fraud risk using your loan application
information paired with CoreLogic proprietary data. Fueled by a mortgage
fraud consortium of over 100 million loan applications and known fraud
outcomes, patented recognition models and the most complete property
data collection available today, it’s no wonder LoanSafe Fraud Manager is
considered the gold standard of fraud risk detection tool.

Input Data

Most of the required and optional input data needed to request LoanSafe
Risk Manager and LoanSafe Fraud Manager are found and imported from the
Form 1003 Uniform Residential Loan Application. Only the mortgage ratios and
the loan participant names are not specified in Form 1003.

Loan Participants for WatchList Screening

Within Encompass, LoanSafe Fraud Manager and LoanSafe Risk Manager
offer lenders the ability to electronically submit not only the borrower name(s)
but also other loan participant names and information to be screened against
various government and industry watch lists, including OFAC (Office of Foreign
Assets Control), HUD LDP (Limited Denial of Participation), FHFA Suspended
Counterparty Program, Sam.gov Exclusions (also known as GSA EPLS or
Excluded Parties List) and your organization’s watchlist.

Loan participants sent to CoreLogic for WatchList Screening are mainly picked
up from the File Contacts section of Encompass. All File Contacts (excluding
those beginning with “Role”) automatically populate into the Contacts tab of
the Product Ordering Interface. The File Contacts beginning with “Role” are
available in the participant dropdown on the Product Ordering Interface.

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As you will see in the subsequent section, the Contacts Tab in the Product
Ordering Interface has a Participant dropdown list where users can input an
individual’s name, license, NMLS ID, company name, address, and company
NMLS ID and submit to CoreLogic to run against the various watch lists active
in your account profile.

The auto population of contact data is only available from the File Contacts
screen to the Contacts tab in the interface (see Loan Officer Section for Loan
Officer data population). Data input on the Contacts tab in the interface does
not update records in Tools/File Contacts.

Output Data

CoreLogic returns a LoanSafe Fraud Manager or LoanSafe Risk Manager

report that is immediately displayed in the Services View tab and stored in
the Encompass eFolder. The report returns Risk Scores, Alerts, a summary with
a Confirmation of Searches Performed and the data to help you with your
due diligence.

For more information on how to use the report, download the User Guide
from the Resources page of LoanSafe Connect (loansafeconnect.corelogic.
com) or attend a monthly training webinar by registering at corelogic.com/
mortgagefraud.

LoanSafe Connect

Clear Alerts with LoanSafe Connect

Included at no additional charge, LoanSafe Connect™ is a powerful tool that

enables LoanSafe reports to do even more—turning static information into
dynamic insight. With LoanSafe Connect, risk management professionals can
interact directly with LoanSafe Risk Manager and Fraud Manager reports,
including evaluating and clearing fraud alerts in real time online.

To use LoanSafe Connect, click on the Launch LoanSafe Connect hyperlink

on the lower left corner of the Product Ordering Interface after a LoanSafe
Risk Manager or LoanSafe Fraud Manager report has been generated.

Store the Alert Summary in Encompass eFolder

Once you have completed evaluating and clearing applicable alerts, an

Alert Summary that includes a recap of the alert actions taken in LoanSafe
Connect can be generated and automatically sent and stored within
the Encompass eFolder. The Alert Summary allows for easy post-funding
quality and fraud control testing, and provides critical insight that clearly
demonstrates to investors how alerts were addressed.

To generate and store the Alert Summary in the Encompass eFolder, click on
the Export to LOS button on the LoanSafe Connect page.

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How to Order LoanSafe Fraud Manager and LoanSafe Risk Manager

New Request
►► Log into Encompass and open a loan from the Pipeline view.
►► Click the Services tab and navigate to Fraud/Audit Services.

Vendor Selection
►► First time users must select the All Providers tab to find CoreLogic LoanSafe
Fraud Manager or LoanSafe Risk Manager.
►► Click the “Add to My List” button.
►► Clicking Submit opens the order interface where users can enter
additional required data and submit their order:
* NOTE: Once the Add to My List button is clicked Encompass will save the item to
the My Providers tab. The next time the user selects Fraud/Audit Services the My
Providers tab will display CoreLogic LoanSafe Risk Manager/Fraud Manager

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Product Ordering Interface

►► The interface consists of three (3) tabs: Order, Contacts and View Result.

Order Tab
►► Enter the username and password provided by CoreLogic for LoanSafe
Risk Manager and LoanSafe Fraud Manager in the Order Tab. To store
your credientials, make sure the Save Login Information box is checked.
►► Check the LoanSafe Risk Manager or LoanSafe Fraud Manager checkbox
if it’s not checked.
►► If you don’t have any changes to the Contacts tab, click on the Order
button to request the product.

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Contacts Tab
►► Loan Participants are displayed on the Contacts tab. See the Loan
Participants section to learn where the participant information comes from.
►► Checkboxes designate which Participants are included or excluded from
the order. Uncheck any loan participants you do not wish to screen.
* NOTE: Participants that are pre-populated from Tools/File Contacts cannot be
updated in the interface. Updates can be made in the File Contacts screen,
which will automatically update data in the interface.

►► Users can add, update or delete Participant information.

►► To add a Participant, click the New Participant link and select the
appropriate participant from the Participant dropdown.
♦♦ Oncea Participant is selected, the corresponding data entry fields are
enabled to allow users to enter information.
♦♦ Thefields enabled are dependent on the Participant Role. Regardless
of which participant is selected, you have the option to enter First
Name, Last Name and Company Name. Other possible fields may
include NMLS ID, Company NMLS ID or Appraiser License, depending
on the role selected.
♦♦ As data is entered, the data is viewable in the display window.
►► To delete a participant, highlight the entry and click the Delete link.

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►► To save manual entries and exit the interface prior to submitting an order,
click the Save All link.

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View Report
►► Each returned report is viewable from the View Result tab.
►► Highlight the order and click the View Result button.
►► The report displays in the Services View tab.

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►► Each report is stored and viewable in the Encompass eFolder.

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Loan Participants in Encompass

File Contacts
►► Data entered in the Tools/File Contacts screen pre-populates to the
Contacts tab of the LoanSafe Risk Manager and LoanSafe Fraud Manager
product ordering interfaces (excluding contacts that begin with “Role”).
►► Updates to these contacts must be made in the File Contacts screen,
which will automatically update the interface.

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Co-Appraisers
►► If you have more than one Appraiser for your loan, you can submit up
to 4 additional appraisers through the Contacts tab of the Product
Ordering Interface.
►► Co-Appraiser is available within the Participant drop-down list.
►► A maximum of four (4) Co-Appraisers are allowed.
►► If more than four Co-Appraisers exist when the user attempts to submit an
order an error message will display.

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Loan Originators & Co-Originators

►► One (1) Loan Originator and up to five (5) Co-Originators are allowed.
►► The Loan Originator Information on page 3 of the URLA (1003) is
designated as the primary Loan Originator.

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Co-Originators include:
►► Lender (Tools/File Contacts)
►► Broker (Tools/File Contacts)
►► Loan Officer (Loan Officer assigned to a Milestone)
►► Loan Originator-Branch (Participants list on the Contacts tab of the interface)
►► Loan Originator-Other (Participants list on the Contacts tab of the interface)

If the combination of originator and co-originators exceeds the maximum of

six (6) when the user attempts to submit an order an error message will display.

Loan Officer
►► The user record assigned to a Milestone as Loan Officer pre-populates the
Contacts tab of the interface as the Loan Officer Participant.
►► Data for the Loan Officer Participant is mapped from the Loan Officer
Persona located in the Encompass Settings/Company User Setup/
Organization Users/User Details record.

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Launch LoanSafe Connect

To evaluate and clear alerts returned within LoanSafe Risk Manager and
LoanSafe Fraud Manager, click on the Launch LoanSafe Connect hyperlink
on the lower left corner of the Product Ordering Interface.

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►► Clicking on the link will take you to the LoanSafe Connect site within the
Service View tab of Encompass.
►► Make sure there is a LoanSafe Risk Manager or LoanSafe Fraud Manager
report associated with the loan

For details on how to use LoanSafe Connect, download or view the LoanSafe
Connect User Guide on the Resources section of LoanSafe Connect.

Alert Summary
►► Store all of the actions taken with a LoanSafe Risk Manager or LoanSafe
Fraud Manager by bringing the Alert Summary back into Encompass
eFolder.
►► Click on the Export to LOS button to send and store the Alert Summary in
the eFolder.

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Frequently Asked Questions

LoanSafe Risk Manager /
LoanSafe Fraud Manager via
Ellie Mae Encompass
QQ What third party file contacts are sent in the LoanSafe request?
AA With the exception of contacts with the word “Role” in front of it, the
company name and address as well as the individual name from File
Contacts will be mapped and sent in the request.

QQ Where are the Loan Originators being mapped from?

AA The “Originator” is mapped from Page 3 of the 1003 and includes the
Company Name, Company NMLS ID and Company Address, Loan
Originator’s Name and Individual NMLS ID.
The “Lender” is mapped from Tools -> File Contacts and includes the
Company Name, Company Address and Contact Name (The Lender and
Originator can will be the same in some cases)
The Broker is mapped from Tools -> File Contacts and includes the
Company Name, Company Address, Company NMLS ID, Contact Name
and Individual NMLS ID
The Loan Officer is mapped from the Milestone Loan Officer, once identified
from Encompass -> Settings -> Company/User Setup -> Organization/Users
and includes the Loan Officer Name

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QQ How can I enter an additional Loan Originator?

AA You can enter up to 5 additional Loan Originators, along with the address
and NMLS ID from Services -> Order Fraud/Audit Services -> Contacts ->
New Participant

QQ What if I have a contact that doesn’t fall under a role that is being mapped?
AA Encompass has 4 custom categories you can utilize in this scenario
Tools -> File Contacts. These are at the bottom of the list. You can assign a
category name that will display on the LoanSafe report.
Custom categories are used on a per loan basis

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QQ What if I don’t want a contact to be sent in the request?

AA You can uncheck any contact from the Contacts screen of the order interface

QQ Why do I sometimes see a name twice in the Confirmation of Searches Performed?

AA When the same company/individual names are present in Encompass, they
will be sent multiple times to the product
♦♦ Originator -> Page 3 of the 1003
♦♦ Lender -> File Contacts
♦♦ Broker -> File Contacts

The product does have de-dup functionality, although de-dup doesn’t

apply when the roles are different
QQ Why do I sometimes see a different address on the LoanSafe report than
what is in Encompass?
AA Every Input Property Address provided is standardized using a third-party
tool. The resulting Standardized Property Address is what is displayed on the
header of the report and is used to search for the property.
If the third-party tool is unable to standardized the Input Property Address,
the Input Property Address that was provided will be displayed on the
header of the report.
QQ Why would the Input Property Address standardize to a different address?
AA A few common reasons are listed below.
♦♦ The property is a new construction.
♦♦ The property is part of a split parcel.
♦♦ There has been a street name change.

QQ What should I do if the Subject Property Address returned in the Subject

Property Report section is different from what I provided?
AA Here are some steps you can take:
♦♦ Confirm that the address is entered correctly.
♦♦ Confirm that the address exists in the county assessor’s records.
♦♦ Rerun the report with the subject property’s Parcel Number or APN.
–– The APN (Parcel Number) input can be found on Property Information
form under Title Information
QQ Why is there no information in the Subject Property Report section of the report?
AA If the Subject Property Report section of the report is empty, this means that
LoanSafe was unable to find the property in its databases.
QQ Why wasn’t the Free and Clear REO sent in the request?
AA Encompass first identifies the REO in the VOL worksheet. To send the free
and clear REO in the request, enter a VOL for it (indicating a zero balance).
This is a temporary workaround. A permanent solution will be implemented
in a subsequent release. (Date TBD)

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CoreLogic CondoSafe
Overview

CondoSafe™ from CoreLogic® is a one-stop condo project review tool that enables lenders to have a
single, consistent, standardized review process, allowing you to determine eligibility earlier in the process
resulting in quicker approvals. CondoSafe delivers a complete document package that is compiled and
screened by CoreLogic for completeness and data quality. What’s more, the CondoSafe Report provides
at-a-glance indicators for potential GSE and investor eligibility issues.

How to Order CondoSafe

Click on the “Additional Services” link located in the Services tab or drop-down Services Menu item in the
Menu Tool Bar.

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Additional Services – Accessing CondoSafe

You may type in “CoreLogic” in the “Search by Company Name” text box and Click “Go”. All CoreLogic
Integration Services will appear. Select the “CoreLogic - CondoSafe” product and click “Add to My List”
to move the Product selection to your ‘My Providers” tab.

CondoSafe Submission

Authentication Settings

Authentication Settings are required to be entered by your Company Administrator prior to orders being
submitted. Required Credentials include:

1. Company User Name

2. Company Password

3. Digital Gateway Lender ID

Once credentials have been entered the Administrator saves the settings for users within their Company.
These credentials are provided by CoreLogic.

Note: Authentication Settings are only available for users who have a SuperAdmin persona within Encompass. 

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Loan Information

Certain Loan Data is presented in the Loan Information section.

1. Borrower – First Name (Field ID 4000). Last Name (Field ID 4002). These fields are Required fields.

2. Loan Number – (Field ID 364). This is a Required field.

3. Loan Purpose – (Field ID 19). Optional.

4. Estimated Close Date – (Field ID 2966). This is a Required field.

5. Property Address – Street (Field ID 11), City (Field ID 12), State (Field ID 14), Zip Code (Field ID 15). These
fields are Required fields.

6. Project Name – (Field ID 1298). Optional.

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Placing an Order

To submit an original order, enter the following information (Note: Order ID is populated if an Active order
exists. An Active order is one that does not have a Status of Completed). A Loan may only have two
Active Orders. However, if the first Order is a Review Product (Limited Review, Limited Review Plus, or Full
Review) then only one Active Order is allowed. If the first order is an Additional Documents Only Product
then a second Order is allowed but it can only be a Review Product (Limited Review, Limited Review Plus,
or Full Review) order:

1. Request Type – Required. Radio button selection

“Original”

2. Product Type – Required. Select the Product Type you

would like to order.

3. Report Type – Required. Select the Report Type you

would like to order (Note: Report Type is based on
Product Type selected. The Additional Documents Only
Product Type does not have a Report Type).

4. HOA Name – Optional. Text/Numeric. Max 255

characters.

5. HOA Contact – Optional. Text. Max 100 characters.

6. HOA Phone – Optional. Text/Numeric. Max 30

characters.

7. HOA Fax – Optional. Text/Numeric. Max 30 characters.

8. HOA Email – Optional. Text/Numeric. Max 60 characters.

9. Special Instructions – Optional. Max 500 characters.

10. Additional Documents – Required for Additional

Documents Only Product. Optional for Review Products
(Limited Review, Limited Review Plus, or Full Review). May
be selected on Review Product Orders.

11. Submit – Click Submit to place your order.

12. Cancel – Click to close the Order Submission interface.

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Updating an Order

To update an order, select the Update radio button in the Request Type section and then select an Order
ID from the Order ID drop-down. Only Active Orders are displayed in the Order ID drop-down. The only
update allowed to an Order is adding Additional Documents. Click on the Submit button to send the
Update request.

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Checking Order Status - Order in progress

1. Open the “Check Status” tab

2. Select the Order in the Transaction Log grid.

3. Click the “Check Status” button

This will submit a request for updated status

information on your order. Once the response is
received a new entry will be placed in the Transaction
Log indicating the current order status information.

Transaction Log Status:

►► Success – An order request, either Original or
Update Request Type, indication that the Request
was successful.
►► Order In Process – An order is in the process of
being completed but is not yet complete.
►► Order Completed – An Order has been
completed. Checking the Status of a Completed
order is not allowed. Therefore, the Check Status
button will be disabled when a Completed order
is selected in the Transaction Log grid.
Response Documents Status
►► Vendor-OrderInProcess – The document is in the
process being delivered but is not yet available.
►► Success – This indicates an Original or Update
Order request for a document has been
successful.
►► Vendor-ProductAvailable – The document is
available for the Application to download. If
the value in the eFolder column is True then the
document has successfully been downloaded
to the CondoSafe Document container in the
eFolder. If it is false then the document has not
been downloaded to the eFolder.
►► Vendor-ProductNotAvailable – The document was
not available from the vendor
►► Vendor-Cancellation – The order has been
cancelled

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Checking Order Status - Order Completed

To check the status of a previously submitted order:

1. Open the “Check Status” tab

2. Select the Order in the Transaction Log grid.

3. Click the “Check Status” button

This will submit a request for updated status

information on your order. Once the response
is received indicating your order is complete, a
subsequent transaction will be sent to retrieve
the product report. All available documents will
be downloaded into the CondoSafe Documents
container in the eFolder. The Check Status button
will then become disabled for that Completed
order.

4. The status retrieve request results will be entered

into the “Transaction Log” grid and be viewable
for the end user.

5. The pdf document(s) will automatically be down-

loaded to the CondoSafe Documents container
in the eFolder. The download process could take
a while depending on the number and size of
the Available Documents. A pop-up Progress
Form will appear showing the status of the down
load process. The status and eFolder columns
will indicate Vendor-ProductAvailable and True,
respectively.

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Document Review – eFolder: CondoSafe Documents container

To view the pdf document(s) that were received from the completed order(s)
close the Order Submission Interface by clicking on the “Cancel” button. Then
go to the eFolder and click on the “CondoSafe Documents” container.

When the CondoSafe Documents container is clicked, the Document Details

will open up and you will be able to see all the Documents for all orders
downloaded from CoreLogic CondoSafe Server into the eFolder. (Note: The
Order Number is included in the file name i.e CLGGU1780309 is the Order
Number in the file V4 Questionaire_CLGGU1780309).

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CoreLogic 4506-T Direct

Overview

The Ellie Mae® Encompass, 4506-T Direct integration with CoreLogic Credco is
a system to system integration with the Encompass desktop application and
Credco that provides the ability to order all IRS information related to 4506-T.
Encompass users can request 4506-T Direct products, upload the 4506-T form
in the request, and electronically sign the 4506- T documentation, all within the
Encompass application.

How to Order 4506-T Transcripts

Order Verifications from the Services tab

►► From within the loan in Encompass, go to the Services tab and click on
Order Verifications

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►► Go to the My Providers tab

►► If you received an all numeric (7-digit) account number and an

8-character password then select CoreLogic 4506-T Direct Report (Digital
Certificate)
►► If you received a username composed of letters and/or numbers and
a random character temporary password then select CoreLogic 4506-T
Direct Report
Note – Your new 4506-T password is temporary and must be changed before
ordering Credco 4506-T Direct verification services.
►► Click Submit

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First Time Login Setup for 4506-T

For Digital Certificate Users

►► Enter your Account Number and Password and click “Save Login Information
DIGITAL CERTIFICATE ORDERING SCREEN:

For Rotating Password Users

►► You’ll need to change your password before ordering transcripts the first time
ROTATING PASSWORD ORDERING SCREEN:

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►► Enter the Username and Password provided by your administrator, but

don’t check Save Login Information
►► Click Change Password
►► Enter your Username and initial Password, then enter a new Password
(remember this password!)
►► Check Save Login Information and click OK
►► Answer the Security Questions, enter your email address and click OK

Ordering 4506-T Direct

►► Select who the request is for (Borrower, Co-Borrower or Joint)
►► Select your specific tax verification product and years
►► Provide Income Variance input (optional)
►► (Optional) Provide an additional Email address if you would like an
additional user to be notified when order is completed
►► Upload the authorization Form (executed 4506-T, etc.) . If you are
attaching an electronically signed 4506-T Form to your order, reference
the next chapter of this guide for detailed instructions on eSignature
submissions.

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If you selected a business transcript product, then you must complete the
business information on the Corporation Info tab prior to placing your order.

Click on the Order button to submit your order to CoreLogic. You will see a
confirmation that your order was successfully submitted to CoreLogic.

You will also receive an email confirming that the request was submitted
to CoreLogic.

CoreLogic will review the 4506-T for errors prior to submitting to the IRS. If errors
are found you will receive an email with the error details, and you will need to
submit an Update request with a corrected 4506-T Form. To send an Update
request, click on the Send Update link on the Update Order/Check Status/

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View Result tab of the 4506-T order page. No fees are incurred until the errors
are corrected and the order is submitted to the IRS.

Transcripts will be returned typically within 24 to 48 hours (depending on IRS

turn-times).

Once the transcripts are ready, the user who ordered them will receive an
email notification. If an additional email address was provided to CoreLogic
when the order was placed the additional contact will receive the
completed order email notification as well.

The email from CoreLogic will NOT have a link to download the results.

(see next step)

Retrieving Verifications Results

To retrieve the results, go into the loan in Encompass.

►► Go to the Services tab and click on the icon next to Order Verifications

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►► On the Services screen, select the 4506-T Direct and click Retrieve.

The CoreLogic 4506-T window will open to the tab that says Update Order,
Check Status or View Results.
►► Highlight the product you want, then click Check Status to retrieve and
display the current status for that order
►► If the order is complete Encompass will automatically pull the completed
transcript into Encompass after a "Check Status" has been performed
►► If any client action is required to fulfill the transaction the Status will
change to “In Process – Waiting For Client Action” and a note detailing
what is required will display in the Order Summary section

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Completed 4506-T transcripts or product orders can be viewed in the Encompass

“eFolder” window.

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CoreLogic 4506-T Direct –

E-Signature Submissions
CoreLogic 4506-T E-Signature Implementation.

Admin Setup in Encompass for Ellie Mae Network 4506-T eSign documents.
►► In order for the Encompass Vault to accept eSigned documents, the
Administrator must grant the appropriate persona settings for the user
and set the appropriate Encompass Settings for the 4506-T document to
be eSignable. If your Administrator needs assistance with setting up eSign
documents through Encompass, they can reference support material
available online within the Encompass Resource Center or Help system or
contact Ellie Mae directly for support.

Encompass User workflow for eSign documents

Prepare the 4506-T Document with Borrower Information

Select Request for Transcript of Tax Document from the forms tab. If the
document doesn’t appear, check boxes as indicated below.

If the document does

not appear, click on
the document icon

Check both boxes

►► If the user has not used the Request for Transcript of Tax Document, it may
not appear in the Document panel.
►► Click on the document icon and the document will appear in the panel.

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Click on Copy from Borrower Summary button, which will populate borrower
data into the form

If the document has all of the necessary information, click on the Add to
eFolder button.

A message will display when the document is successfully inserted into the
eFolder.

Add document
to eFolder

Copy borrower
information into
document

Select document

Request eSign
document

Check both boxes

Send the 4506-T document to the borrower for signature.

Select document
In the eFolder screen, the 4506-T form will be part of the eFolder document list.

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Click on the Request button to start the process of getting an eSignature on

the 4506-T document.

Select document and click on the Send button. By default these documents
are already checked.

The user will need to enter all information denoted by an asterisk on the Send

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Request form. Please note that the Borrower Sign Option should read eSign.

The Borrower Authentication method should be set to Authentication Code.

The borrower’s passwords will be entered in the boxes to the right of this field.

The borrowers will use these passwords to eSign the 4506-T documents. Click
on Send button to email the borrower the eSignature request.

Once the email is successfully sent to the borrower, you will receive a
confirmation message.

Borrower eSignature process

The borrower will receive an email with instructions for completing the eSignature
process.
Note: The borrower may need to create an account on the eSignature website to
complete the process. They will need the Authorization Code you entered when

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sending the documents to authorize the eSignature.

You will be notified via email once the borrower has completed the
eSignature process.

eSigned document retrieval process

In Encompass, open the loan for which you have requested the eSigned 4506-T.

Click the eFolder button, and then click the Documents tab.

Click the Retrieve button. A list of the documents returned by the borrower
displays. All the documents are selected (as indicated by check marks) by
default.

Select the IRS 4506T – Request for Transcript of Tax Return document and then
click Download.

The documents are downloaded to the eFolder’s File Manager.

NOTE: If the IRS 4506T – Request for Transcript of Tax Return document is not displayed,
return to the Request for Transcript of Tax input form, and then click the Add to eFolder
button to add the form to the Documents tab in the eFolder. Then, click the eFolder
button, select the document, and click the Retrieve button.

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Sending the 4506T request with an eSigned document to CoreLogic

Select Order Verifications.

NOTE: Your CoreLogic account will need to be enabled with access to submit eSigned
documents. Contact your CoreLogic Account Manager prior to submitting your first
eSign 4506-T order to confirm this selection is active on your CoreLogic account.

Go to the My Providers tab. Select the appropriate provider depending on

the type of CoreLogic credentials you were issued.
►► If you received an all numeric (7-digit) account number and an
8-character password then select CoreLogic 4506-T Direct Report (Digital
Certificate)
►► If you received a username composed of letters and/or numbers and
a random character temporary password then select CoreLogic 4506-T
Direct Report
(Note – Your new 4506-T password is temporary and must be changed before
ordering Credco 4506-T Direct verification services.)
►► Click Submit

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Select CoreLogic 4506-T Direct Report.

Select the Signed 4506-T button to send an eSign document.

Browsing for the 4506-T eSigned document to attach to your 4506-T order

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If the 4506-T document was eSigned using the Encompass process outlined on
pages 60-65 of this Guide then select the Browse from eSign Vault option and
click on Continue.

If the 4506-T document was eSigned outside of Encompass then select the
Browse for eSigned file(s) from hard drive option and click on Continue.
(Note: If you are attaching an eSigned 4506-T document to your order you can only
attach the form from the eSign Vault or from the eSigned files from hard drive options.
CoreLogic cannot accept eSigned forms from the Encompass eFolder.)

Browse from eSign Vault Instructions

Select the eSigned document and click Continue.

The location of the document will now be visible next to the Signed 4506-T button.

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Browse for eSigned files from hard drive instructions

Select your eSign Provider name from the drop-down list

Click on the Browse button for the eSigned 4506-T Form to attach it to your
order from your computer

If an eSign Audit Log is required for your eSign Provider then there will be a
second Browse button to click on to browse for the eSign Audit Log to attach
from your computer

Click Continue.

NOTE: The eSigned 4506T document that is attached to your order must be the original
eSign documents provided by your eSign provider. The eSign documents should not
have been altered in any way after receipt from the eSign provider.

Complete the rest of the information required (see instructions in the previous
4506-T section for additional information) and click the Order button to submit
your order to CoreLogic.

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Frequently Asked Questions

for 4506-T

QQ We placed one order for two borrowers- It appears Encompass created two
separate orders. Is this correct?
AA The IRS will only accept a single 4506-T for each form request. To streamline
the ordering process CoreLogic can accept multiple form requests on
the inbound. On the front-end this appears to be a single order; however,
CoreLogic splits these into separate orders before submitting to the IRS and
the orders are tracked separately from this point forward.
QQ Why can’t we upload the corrected 4506-T Form, if an order was alerted?
AA You can upload a corrected 4506-T form using the Update order interface
in the 4506-T interface. This will amend the order with the corrected form.
QQ We received an email alert stating our transcript is ready. Why can’t we see it?
AA The email notifies the client that the order is completed; however, to
retrieve the order, you must go into the order screen and click the ‘Check
Status’ button. This will show the completed order and can then be
downloaded into the Encompass application.
QQ Our order was rejected by the IRS. Do we need to re-order?
AA Orders rejected to the IRS are fully completed orders that the IRS has
rejected for one reason or another. Typically IRS will reject orders if the
address submitted on the 4506-T form does not match what the IRS has on
file for the consumer. A new order will need to be submitted with a 4506-T
form that contains the correct address.
QQ Why did our 4506-T form attach to only one of our orders?
AA The current CoreLogic interface only allows for a single form request per order.
This is currently being updated to allow multiple form orders per request.
QQ Who do we call for support?
AA If clients are using the CoreLogic 4506-T product, please refer to CoreLogic
technical support – 800.423.1150. If they are using the Ellie Mae® verification
services, please refer the client to their Ellie Mae support representative.

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CoreLogic SSN Confirm

Overview

CoreLogic SSN Confirm allows authorized users to order, cancel, submit an

updated form and retrieve Social Security Number (SSN) verification via the
SSA-89 Form. This service validates information required to submit an order
electronically by providing users with a systems interface to process these
requests. The interface is available for both Banker and Broker editions and is
accessible to all Encompass users.

How to Order SSN Confirm

Log into Encompass and open a loan from the Pipeline view.
►► Navigate to the Services/Verifications tab.

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First Time Login Setup for SSN Confim

►► First time users must select the All Providers tab to find CoreLogic SSN Confirm.
►► SSN Confirm utilizes the CoreLogic BPVerify platform. You will need to
be assigned BPVerify credentials to access this product via Ecompass.
Contact your account representative for more information, or contact the
BPVerify support team at
(877) 877-6188 to verify your credentials.
►► Search through the provider list for CoreLogics SSN and click the “Add to
My List” button.*

* NOTE: Once the Add to My List button has been clicked Encompass will save the
item to the My Providers tab so the next time the user selects Verfications the My
Providers tab will display CoreLogic SSN Confirm.

Ordering SSN Confirm

Borrower Pairs
►► For loans with borrower pairs, when a user selects CoreLogic SSN Confirm

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from the vendor selection screen a “Select Borrower” window displays to

allow the user to select the appropriate borrower pair for the order.
►► Clicking Submit in the Providers tab opens the order interface where users
can enter any additional required data and submit their order.

Order Interface
►► Enter a Username and Password provided by your administrator
NOTE: Click the “Save Login Information” checkbox and Encompass will retain
your credential for future orders.
►► Click on the Report On dropdown and select Borrower or Co-Borrower.
►► CoreLogic will notify the user placing the order when it is completed or
alerted.
►► Enter additional email addresses to notify additional parties of completed
and alerted orders (optional).
►► Click the Attach SSA-89 Form button to upload the signed SSA-89 form.
►► Click the Order button.

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Attachment of the SSA-89

Clicking the Attach SSA-89 button on the order page will allow the user to locate
and attach the signed SSA-89 document from the user’s desktop or eFolder.

Select the document to attach.

Clicking the Open button attaches the document and returns the user to the
order page.

Check Status/View Result

CoreLogic will send an email notification outside of the integration to the

Encompass user placing the order (and the Additional Notification Email
addresses, if provided) if an alert is posted on the order and when the results
are available. To retrieve the result:
►► Navigate to the Services/Verifications and select CoreLogic SSN Confirm
►► Click on the Check Status/View Result tab
►► Highlight the desired pending order to retrieve and click the Check

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Status button
►► If the order was successfully processed by CoreLogic, the Status will
update to Completed and a PDF report will display in the lower window.

View Report
►► Orders with a Completed status will display a Report PDF entry in the
lower window.
►► Click the View button to display the report in the eFolder view
►► All reports all stored in the eFolder.

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Send Update

Based on CoreLogic’s determination an order may receive an Alerted status.

Users can submit an updated and/or corrected SSA-89 form by clicking the
Send Update link on the Check Status/View Result tab.

Cancel order

Only orders with an Alerted status may be cancelled. To cancel an alerted

order, highlight the alerted order and click the Cancel order button. If the
cancellation is successful, a message will display confirming the order was
successfully cancelled. If the order has already been completed it cannot
be cancelled.

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CoreLogic Flood Services

The following instructions will explain how to get set up for CoreLogic Flood via
Encompass, how to place flood orders and view flood data, plus additional
functions such as retrieving manual research orders and editing/cancelling
existing orders.

Setting up CoreLogic Flood Services in My Providers

►► From an open loan file, go to the Services Tab
►► Click Order Flood Certification

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►► From All Providers, find and choose CoreLogic Flood Services

►► Click Add to My List. This will place CoreLogic Flood Services on the
My Providers tab

Placing a New Flood Order

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►► On the My Providers tab choose CoreLogic Flood Services

►► Click Submit
►► Enter your CoreLogic Flood Username and Password. Check the Save
Login Information box.

For Username and Password support, please contact the CoreLogic Flood Services
Account Coordinators at 844-496-4263 or accountcoord@corelogic.com.
(Please note your Username will be your flood Account ID.)
►► Choose New Request from the Request Type options and check the
appropriate box for your flood Product selection(s).

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►► Click Order.

Receiving the Flood Determination

If the flood order automatically completed, it is returned and displayed in the

Services View window.
►► To print a copy of the flood cert, click the printer icon
►► To return to the loan file, click the Loan tab

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Pending Flood Orders for Manual Research

If an order does not automatically complete, it has gone to manual research

for further review.
►► You will receive the following alert message.
►► Please take note of the flood cert number referenced.

►► To check the status of orders, go to the Check Status/View Result tab in

the flood ordering screen.

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Sometimes additional information is required to complete a manual research

order. Please contact the Account Coordinators about account settings to
notify you when and what type of additional information is required.

Examples of additional information can include an APN or a legal description.

To have these sent in the order, please ensure they are populated within the
loan file as follows:
►► On the Property Information tab, enter the APN – [1894]

►► On the Property Information tab, enter the APN – [1894]

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►► To retrieve a completed manual research order, select Retrieve Report

from the Request Type drop down.
►► Enter the flood cert number in the Reference Number field.
►► Hit Retrieve.

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The completed flood certification is returned and displayed in the Services

View window.

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Viewing Flood Data within the Loan File

Once the flood determination is completed and uploaded into the loan file,
the flood data will also populate in various fields within the loan file.

On the Property Information tab, the following information will appear:

►► Flood Cert Number – [2977]
►► Flood Zone – [541]
►► NFIP Community Participation status - Yes [NOTICES.X48] or No [NOTICES.X49]
►► NFIP Community Name – [NOTICES.X50]
►► NFIP Community Number – [NOTICES.X95]
►► NFIP Map Panel Date – [NOTICES.X96]

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On the Additional Disclosures Information tab, the following information

will appear:
►► NFIP Map Panel Number – [NOTICES.X97]
►► NFIP Community Participation status - Yes [NOTICES.X48] or No [NOTICES.X49]
►► NFIP Community Name – [NOTICES.X50]
►► NFIP Community Number – [NOTICES.X95]
►► NFIP Map Panel Date – [NOTICES.X96]

On the Flood Information tab, the following information will appear:

►► Flood Cert Number – [2363]
►► Flood Zone – [2366] and [541]
►► Flood Determination Date – [2365]
►► NFIP Community Participation status - Yes [NOTICES.X48] or No [NOTICES.X49]
►► NFIP Community Name – [NOTICES.X50]

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On the 2015 Itemization tab, the following information will appear:

►► Flood Company Name – [NEWHUD.X399]

On the HMDA Information tab, the following information will appear:

►► MSA – [699]
►► County Code – [1396]
►► State Code – [1395]
►► Census Tract – [700]

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Editing a Flood Determination

If you need to edit something on the flood certification, be it the loan number,
borrower name, or property address, you must first update the information in
the loan file.
►► Once that is updated, reopen your Order Flood Certification screen.
►► Select Request Update from the Request Type drop down and select the
appropriate cert number.
►► Hit Update.

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The edited flood certification will appear in the Services View window.

If the edit requires manual research, please follow the Pending Flood Orders
for Manual Research mentioned earlier.

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Cancelling a Flood Determination

►► In the Order Flood Certification screen, select Cancel Request from the
Request Type drop down.
►► Select the flood cert you are wishing to cancel.
►► Hit Submit.

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Using CoreLogic
Valuation Solutions Integration
in Encompass
To submit an appraisal order in Encompass, first open the loan file, click on the
Services tab and then click Appraisal:

From the My Appraisers list, select CoreLogic Valuation Solutions then Next.
If CoreLogic Valuation Solutions is not listed in your My Appraisers list, click on
All Appraisers tab and search for CoreLogic Valuation Solutions, in the list of
matching appraisers, then click on Add to My Appraisers.

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The CoreLogic Valuation Solutions Apprisal Order User Interface (UI) will be
displayed. If you are entering the order UI for the first time you will be required
to enter your user name and password in the fields provided. Plese note, the
credentials you provide here will be the ones assigned to you by CoreLogic
Valuation Solutions. If you have access to more than one account you will be
prompted to select which account you would like to use.

The interface will display all available products in the Appraisal Products
window. *Please note, AVM products are located under Services → AVM.
The Order UI will be prepopulated with data from the loan file. There are
certain fields that are required and should be completed prior to submitting;
however, if any fields are missing, Encompass will display a pop up indicating
the missing fields.

To begin, first select the product type by clicking on the corresponding

bubble, all available products under the specified product type will then
be displayed. Please be sure to provide contact information, in the Special

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Instructions, box on orders that will require property access.

Example of pop up box identifying missing fields:

Once the order has been created you will be able to view the invoice
amount (also available on our website https://clvs.corelogic.com). You
will also have an opportunity to upload supporting documents such as
the purchase contact, bids, or, in the case of a review product order, the
appraisal for review. Click on Send Message to communicate with CoreLogic

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Valuation Solutions Operations staff. Order status/notes are viewable on this

page, which is updated in real time.

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Upon completion, the report and corresponding documents will be made

available via the order status page as well as via the eFolder.

* Please note, SSRs for UCDP and EAD will be available only if you have elected
CoreLogic Valuation Solutions to be a Lender Agent. Please contact your Account
Manager or call 877.227.1600 Option 3 to discuss.

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For more information, please call 866.774.3282.

© 2019 CoreLogic, Inc. All rights reserved.

CoreLogic, the CoreLogic logo, LOANSAFE FRAUD MANAGER, LOANSAFE RISK MANAGER, LOANSAFE
APPRAISAL MANAGER, LOANSAFE COLLATERAL MANAGER, PARTNER INFONET and GEOAVM CORE are trademarks of
CoreLogic, Inc. and/or its subsidiaries. All other trademarks are the property of their respective holders.

Encompass® is a registered trademark of Ellie Mae, Inc.

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