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® Web.
Add documents to an existing Merge Plus supplement order
In your Pipeline, select the appropriate loan from the list.
In the left navigation bar, select Services, then choose All Services from the drop-down menu.
On the All Services page, locate the order, then click the Open Document icon.
From the Order Information tab, confirm your Reference Number.
From the Request Type dropdown menu, select Retrieve an existing credit report.
Click Merge Plus.
Select the View and Check Status tab.
Click Upload Documents.
Select the file(s) from your eFolder or local drive, then click Upload.
Confirm the Upload Status shows “Complete”, then click Done.
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® Web.