Quoting and Ordering in Encompass
Articles about quoting and ordering in Encompass
When you are ready to submit or resubmit an Essent delegated order in Encompass, you will see the most recent Encompass-requested quote in the Quote ID fiel...
Mon, Jan 11, 2021 at 12:27 PM
In Encompass TQL, select the checkbox labeled “Premium Financed” on the right side of the Essent screen. In Encompass Classic (EMN), select the checkbox l...
Tue, Dec 19, 2023 at 4:37 PM
Once you’ve completed your document upload, you should receive a pop-up box that indicates we have received your documents. Unfortunately, your document upl...
Tue, Dec 19, 2023 at 4:42 PM
If your loan has received either a Desktop Underwriter Approve/Eligible or Loan Product Advisor Accept/Eligible, we may not have received the loan’s AUS de...
Tue, Dec 19, 2023 at 5:02 PM
We default to industry standard coverage requirements, as outlined here. If you think the coverage for your loan is inaccurate, click the green arrow icon b...
Tue, Dec 19, 2023 at 5:04 PM
If you do not receive the pop-up letting you know that your documents have been uploaded successfully, you may need to perform the upload again via the foll...
Tue, Dec 19, 2023 at 4:58 PM
If you receive an error message during your document upload process, take a screengrab of the message you receive (if possible) or take note of the message’...
Tue, Dec 19, 2023 at 5:00 PM
Refer to your HFA/Affordable product guidelines to ensure that your loan scenario meets the eligibility requirements for your HFA/Affordable program. Once y...
Tue, Dec 19, 2023 at 5:05 PM
The document upload process in Encompass is straight-forward & takes place completely within Encompass. However, if you run into an issue sending your d...
Tue, Dec 19, 2023 at 5:10 PM