How do I create Multi-Product Orders in Encompass?
To simplify the verification process, Loan Officers (LOs) can now request both Verification of Income (VOI) and Verification of Assets (VOA) within a single, combined order inside Encompass. This eliminates the need to manage separate requests, streamlines order tracking, and dramatically reduces the number of repetitive emails and communications sent to your borrowers.
Key Benefits
- Unified Borrower Experience: Borrowers receive a single, cohesive request to verify both their income and assets, significantly reducing confusion and friction.
- Streamlined Tracking for LOs: Instead of monitoring separate files, LOs can create, track, and manage the entire verification pipeline within a single order layout.
- Automation Compatible: For lenders using automated workflows, multi-product ordering is fully supported and available via Automated System Orders (ASO).
How to Create a Multi-Product Order
- Open your Encompass platform and navigate to the Truv Orders page.
- Locate the Product Type dropdown menu.
- Select the Verification of income and assets option from the list.
- Complete the remaining order details and submit.