Overview
Access Tax Transcripts in just a few clicks to support your borrower’s income verification.
Access Tax Transcripts
Follow these steps to access Tax Transcripts on the AutomatIQ® Borrower Portal.
Visit the AutomatIQ® Borrower Portal and sign in using your credentials.
Click Start a New Loan.
Enter your Loan Number.
Select Tax Transcripts.
Follow these steps to access Tax Transcripts on Encompass® Desktop.
Sign in to Encompass® Desktop using your credentials.
In your Pipeline, select the appropriate loan from the list.
From the Services tab in the left-hand navigation bar, select Order Verifications.
Select CoreLogic Tax Transcripts from the My Providers tab in the Verifications popup.
Click Submit to launch the application.
Follow these steps to access Tax Transcripts on Encompass® Web.
Sign in to Encompass® Web using your credentials.
In your Pipeline, select the appropriate loan from the list.
From the Services menu in the left-hand navigation bar, select All Services.
Click Order Service.
From the Order Service popup, select Verifications in the Categories column, then choose CoreLogic Tax Transcripts in the Providers column.
Click Next to launch the application.
Outcome
You can access Tax Transcripts in just a few clicks to support your borrower’s income verification.