How to Add Documents to an Existing Merge Plus Supplement Order on Encompass® Desktop

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Overview

When you request a Merge Plus upgrade for an existing Instant Merge report, you may need to upload supporting documents to complete the order request. This can be done quickly in just a few clicks on Encompass® Desktop.


Add documents to an existing Merge Plus supplement order

   

  1. In your Pipeline, select the appropriate loan from the list.

  2. From the Services tab in the left-hand navigation bar, select Order Credit Report.

  3. In the Credit Report popup, select CoreLogic Credco.

  4. Click Submit.

  5. From the Order Information tab, confirm your Reference Number.

  6. From the Request Type dropdown menu, select Retrieve an existing credit report.

  7. Click Merge Plus.

  8. Select the View and Check Status tab.

  9. Click Upload Documents.

  10. Select the file(s) from your eFolder or local drive, then click Upload.

  11. Confirm the Upload Status shows “Complete”, then click Done.

  12. Click Ok.


Outcome

You can confidently add supporting documents to an existing Merge Plus supplement order to resolve the request and complete the order on Encompass Desktop.