Quoting and Ordering in Encompass

Articles about quoting and ordering in Encompass

How do I associate my Quote to my Delegated order?
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
How do I indicate that I want to finance a single BPMI premium in Encompass?
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
How can I confirm that Essent has received my uploaded documents?
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
What should I do if I receive a message stating that my loan scenario does not meet Essent’s manual underwriting guidelines?
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
How do I ensure that the industry standard coverage for my loan scenario is selected?
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
What should I do if I don’t receive the pop-up confirmation that my documents have been sent?
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
What should I do if I receive an error message while attempting to upload my documents?
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
How do I ensure that the coverage for my HFA/Affordable loan scenario is correct?
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
Encompass Document Upload Troubleshooting Checklist
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