How to Configure Credit Supplement Service Event Mapping in Encompass®

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Overview

Encompass® Partner Connect (EPC) Service Event Mapping feature provides a way for lending organizations to receive updates from integrated service providers and take action when needed. Configure Credco® EPC Service Event Mapping to receive status updates throughout the Credit Supplement request lifecycle. These events notify users of progress, required lender action, completion, or cancellation.

Note: Credco will continue to send email notifications for Credit Supplement updates. Service Event Mapping is optional and can be used to create custom notifications or loan tasks in Encompass.


Configure Service Event Mapping

   

  1. Sign in to the Encompass® Web Portal using your administrator credentials.

  2. From the Admin page, select Services from the left-navigation panel, then select Services Management.

  3. From the Category dropdown menu, select Credit.

  4. Locate the Cotality Credco tile.

  5. Click the vertical ellipses (⋮).

  6. Select Service Event Mapping.

  7. Click Add Service Event Mapping.

  8. Enter a name at Service Event Mapping Name field. 

  9. Select one or more service events from the Available Partner Service Events list, and then select the Move icon to add them to the Selected Partner Service Events list.

  10. Select a task template from the Task Template field, a notification template from the Notification Template field, or both. When a selected partner service event is received, the corresponding task is created and/or notification is sent.

  11. Click Save.


Event details

Refer to the service event details below for more information about each event type.

Service Event Code

Details

S010
Pending Creditor Response

User review required: No

eFolder Upload: Yes

Description
The Credit Supplement order is in progress and actively being worked on while awaiting a response from a creditor or third party to complete the verification.

S011
Lender Action Needed

User review required: Yes

eFolder Upload: Yes

Description

The Credit Supplement order requires action before processing can continue. Review the order status and address any outstanding requirements from Credco.

S013
Completed

User review required: No

eFolder Upload: Yes

Description
The Credit Supplement order is complete, and the report has been delivered to the loan eFolder.

S125
Cancelled

User review required: No

eFolder Upload: Yes*

Description
The Credit Supplement order has been canceled, and no further processing will occur.

*An eFolder upload may occur if the order was partially completed before cancellation.


Outcome

You can configure Service Event Mapping and begin receiving status updates throughout the Credit Supplement request lifecycle.