Two ways to create another VOA report in Encompass. Terminology: Re‑verify = Refresh · Re‑generate = Generate new report
Re‑verify (Refresh)
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What it does: Pulls the latest data now and creates a new VOA report.
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You can choose: Accounts and Days Requested.
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Borrower connection: May be required if MFA expired or the connection needs re‑auth.
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Best for: Fast, full refresh with the most current balances/transactions.
Re‑generate (Generate new report)
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What it does: Starts a new report run using the existing loan connections; keeps the original order intact.
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You can choose: Accounts and Days Requested.
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Borrower connection: Not required; uses existing connection/data (no borrower action).
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Best for: Producing an additional report variant (different subset/date window) without involving the borrower.