Import Credit Report to Encompass File

Import Credit Report to Encompass File

Solution Details:
This solution can be used to Import a credit report from an Encompass File to another.

Examples of situations that required the Import of the credit report to the Encompass File.
  1. The import of the credit report might be needed after the duplication of file and the credit report is still valid.
  2. There was a download failure of the credit report from the vendor to the Encompass Application.
  3. The Encompass File was modified by adding/removing an applicant, thus the credit report was merged or un-merged.
What you need before the Import
  1. Credit Reference Number\File Number from the credit report to be Imported.

How to Import the Credit Report to Encompass
  1. GoTo the Encompass File to receive the Import of the Credit Report.
  2. Click on the Services Tab and then double-click on Order Credit Report.
  3. On the Credit Report Request screen, change Order Method to Import from website and enter the File Number.
  4. Click the Finish Button.