Instructions
Set AUS for USDA loans
First, apply the correct loan type. This will cause the Risk Management submenu to appear. Fill it out as shown below.
How to access AllRegs investor guidelines
1. Go to www.allregs.com 2. At the top, select 3. Select AllRegs Online 4. Register for an account 5. Follow the steps to enter your email, subscription ID 22928-69, contact information 6. On the product registration page, select your preferred ...
Investment Property- Quick Tips for Encompass
Page 1 of 1003 Complete the Gross Rent and Occupancy (Occup. Rate defaults to 75% if blank) Page 2 of 1003 Current housing expense for primary residence Proposed housing expense for the subject investment property ...
Submitting an in progress loan app from AMCVantage to Encompass
First, log int AMCVantage from either www.amcvantage.com/login or www.simplenexus.com/login. From here, click the Loans tab on the left-hand panel. (step 1 in the image below) This will show the active loans you have in AMCVantage. Clicking the Loan ...
Adding a Non-Borrowing Owner or Spouse
Click on Tools Click on File Contacts Click on the add contact link on the top right Enter the contact information for the NBO\NBS. (THE EMAIL ADDRESS FOR THE NBO\NBS MUST NOT BE SHARED WITH ANY OF THE BORROWERS ON THE LOAN. ) Go to the eFolder ...
Instructions for new VA Portal
All external users need to sign up for an account with ID.me via AccessVA. You only need to do it once and thereafter use your login credentials – email and password to login. You will need your current WebLGY user name and password before you begin. ...
VA Portal Registration
1. Go to the U.S. Department of Veterans Affairs Portal website 2. Click “User Registration” in the left-hand column (shown below) 3. Proceed to click “Register Now” (shown below) 4. Sign up as a VA Affiliate (shown below) ...
FHA Connection Registration
1. Go to FHA Connection Welcome page 2. Click “Registering and New User” (shown below) 3. Click the third bullet point: Standard User Registration form 4. Enter the following required fields: name, phone number, mother’s ...
Ordering 4506-T from Encompass (TRV)
· Click on “Services” from tool bar. · Click on “Verifications”. · Select “SettlementOne 4506-T” from providers list and submit. · If you do not see SettlementOne, go to ‘All Providers’ and add SettlementOne to ‘My ...
How to merge loans in Encompass
1. Open the primary borrower's loan file from the pipeline 2. Click on the Tools tab, then click Co-Mortgagors or the page and pencil at the top left to access Manage Borrowers. 3. To import a borrower, click the Import button. 4. Select Source ...
LO Login to eSign Disclosures
When disclosures are sent, you will receive an email containing a link so you can sign your 1003. After clicking that link, you should see a page that looks like this. Your instance ID is BE799877. Your User ID and Password are the same ones you use ...
How to enter DO/DU credentials in Encompass
When ready to run, click on “Submit DO for ePass”. At this screen, input your Credit Plus username and password.
Safari 10.0.1+ (Mac) - Clearing Cache and Cookies
This document describes how to clear the cache and cookies of Safari on versions 10.0.1 and above. Click on Safari and then on Preferences. Select Privacy and then click Manage Website Data. Select Remove All and then in the small popup, ...
Deferring Windows updates through Group Policy
Run gpedit.msc Navigate to Computer Configuration -> Administrative Templates -> Windows Components -> Windows Update -> Windows Update for Business Open "Select when Preview Builds and Feature Updates are received". Set it according to the picture ...
How to access Optimal Blue (Enhanced) Pricing from Encompass
Login to Encompass and open the loan you would like to price. From the “Borrower Summary (Alameda)” form, scroll down to “Transaction Details” and click on “Product and Pricing”. If this is your first use of the pricing engine, you will need to ...
Add Exchange account to Office 2013
Exchange doesn't natively support Office 2013 any more. It's still very possible- it just requires some tweaking. See this page on Colorado University's knowledge base for details. Just in case they take down the site at some point in the future, ...
Freddie Mac's Loan Product Advisor System to System Tutorial
Under the Services tab click “Request Underwriting”. If you see "Freddie Mac's Loan Product advisor for ePASS) in your list, select the remove from my list button. 2.) Click on the “All Providers” button and find the “Freddie Mac’s Loan Product ...
Freddie Mac's Loan Product Advisor System to System Tutorial
Under the Services tab click “Request Underwriting”. Once this screen pops up, choose “Freddie Mac’s Loan Product Advisor for ePASS (Retiring by the end of 2018.) and select remove from my list. 2.) Click on the “All Providers” button and find the ...
[Encompass] Changing co-borrower to co-applicant
First, click Manage Borrowers. It will open this dialog; click the borrower pair you want to move someone from, then click the Move button for the appropriate borrower. It will open this dialog. The borrower you've selected will have a turquoise ...
How to request an MI quote in Encompass
Add all our providers to your “My Providers” list Arch MI – Direct Essent Guaranty, Inc National MI Radian Direct via Encompass 360 Genworth – Direct Connect Open your loan and go to Services on the bottom left. Click on “Order Mortgage Insurance” ...
CALHFA DISCLOSURE TUTORIAL
CALHFA DISCLOSURE TUTORIAL Step 1: Complete the normal process required to disclose a Conv, VA, and FHA loan. Step 2: Once you’re ready to disclose, go to the “Borrower Summary (Alameda)” form. Click the “CALHFA\GSFA Lock Request” button. Step 3: ...
How to Create a New Business Contact
How to Create a New Business Contact Step 1: Open your loan and go to “Tools” then click on “File Contacts” Step 2: Choose the file contact that you would like to add Step 3: Click on the address book next to “Company Name” Step 4: If your new ...
Adding Title Officers to Encompass
Adding Title Officers to Encompass Step 1: Go to “File Contacts” under the tools bar Step 2: Click on “Title Insurance Company” (File Contact 27) Step 3: Click on the address book icon next to company name Step 4: Search for your Title Representative ...
CALHFA Tutorial
CALHFA Tutorial Step 1: Complete all 3 pages of the 1003. Ensure that the demographic section is 100% complete. Make sure “Use 2018 DI” is checked, to bring up the latest form. If you are using Consumer Connect, the borrower can fill in this ...
How to use Greenshot
Taking your screenshot Press the Print Screen button on your keyboard to start the screen capture. If you don't know where it is, the key can be found as labeled on most desktop keyboards. The Print Screen button's location may vary on a laptop ...
How to Remove Old Distribution list names from Outlook
How to Remove Old Distribution list names from Outlook This article will describe how to remove the cached names inside of Outlook. Create a new Email Deleting Cached Names. · Begin to type the name · Select the "X" to delete the name ...
How to Request the creation of Distributions groups.
To properly request a groups creation, the user will simply need to open a support ticket by emailing it-amc@alamedamortgage.com. The ticket will need to contain: The name of the group that is to be created. The members of said group. A date that the ...
Doc Request from Borrowers Perspective
Doc Request from Borrowers Perspective. This doc will give you some insight on what the borrower will need to do if a loan was created for them without an account being created first. And how to find requested documentation. Doc Request · ...
How to Request Docs in Consumer Connect
How to Request Docs in Consumer Connect This article will describe how to request docs from a user who has not yet created an account. From the account in question Select eFolder Select Request Select the New Document Icon Select you Docs Note: you ...
How to submit a eSigned 4506-T request to Credit Plus (TRV)
How to submit an eSigned 4506-T request to Credit Plus (TRV) This article was created in direct response to the recent changes by the IRS. Example Message Example Message You need to select eSigned when uploading your 4506T to Credit Plus to see the ...
How to enter UFMIP Refund for FHA to FHA Refinance
Enter the refund amount in field 1134 on the FHA Management form. This fee will be copied to Page 3 of the 1003 in the 1st available line in section L “MIP Refund”. The system automatically performs this copy so that the cash to close on page 3 of ...
How to Book a meeting in the Suite 100 Conference Room
How to Book a meeting in the Suite 100 Conference Room This article will describe in detail how to properly book a meeting in the suite 100 conference room. This article will also describe to the user the process for obtaining IT support for these ...
Equifax VOE Ordering
Select the Service After completing the borrower information section, select the “Services” link from the top menu bar or “Order Verifications” under the “Services” tab from the left-hand side navigations. Then select “The Work Number” from the “My ...
Doc Request Form /w Early CD
Underwriters Open the “Doc Request Form /w Early CD” form Notice at the top is a section for Underwriting By entering a date and Approved By, you are confirming the 3 number items have been completed The file will now show up in a custom Early CD ...