---
title: "How to Submit a Verification of Assets (VOA) & Assets Analysis Order"
slug: "how-to-submit-a-verification-of-assets-and-assets-analysis-order"
tags: ["Asset Analysis", "AutomatIQ Borrower", "Encompass Desktop", "Encompass Web", "verification of assets", "VOA"]
updated: 2026-10-16T19:21:06Z
published: 2026-10-16T19:21:06Z
canonical: "docs.cotality.com/how-to-submit-a-verification-of-assets-and-assets-analysis-order"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Submit a Verification of Assets (VOA) & Assets Analysis Order

## Overview

The Verification of Assets (VOA) and Asset Analysis order process provides fast, accurate results while delivering Rep and Warrant (R&W) relief. This application digitizes and automates key steps in the asset verification workflow, streamlining the review process and driving efficiencies for your operations.

---

## Submit the order

**AutomatIQ® Borrower Portal**

Follow these steps to submit a VOA and Assets Analysis order on the **AutomatIQ® Borrower Portal**.

[Embedded content](https://cotality.storylane.io/demo/fv6rd0ojmtxd?embed=inline)

1. Visit the [AutomatIQ® Borrower Portal](https://automatiq.corelogic.com/welcome) and sign in using your credentials. You will be directed to the **My Loans** page.
2. Click **Start a New Loan**.
3. Enter your **Loan Number**.
4. Optionally, click the **Guideline Selection** dropdown to choose the investor guideline for your analysis.
5. Select the **Loan Purpose**.

> [!NOTE]
> **Note:** If **Purchase** is selected for the Loan Purpose, a **Purchase Price** field will appear, requiring you to enter the purchase price amount.
6. Optionally, if you have a DU CaseFile ID when placing your order, you can enter it in the **DU CaseFile ID** field.
7. In the **Select Services for this Applicant** section, select **Verification of Assets**.
8. Complete the **Applicant Information** section. Required fields for this section include:
  - First Name
  - Last Name
  - SSN
  - Date of Birth
  - Email
  - Phone
  - Current Address
  - City
  - State
  - Zip Code

> [!NOTE]
> **Tip**: Click **+ Add Applicant** to include an additional applicant, then complete all required fields.
9. Click **Next.**
10. Select a timeframe from the **Account History** dropdown menu to specify how far back the system should retrieve asset data. Available options include 30, 60, 90, 180, 365, and 730 days.
11. Optionally, to include an Assets Analysis with your order, place a check mark in the **Include Assets Analysis** checkbox.

> [!NOTE]
> **Note**: If you intend to include a Cash Flow Analysis with your order, then you must select the **Include Assets Analysis** checkbox. All Cash Flow features and functionality depend on this selection.
12. Enter the amount of cash required to close the loan in the **Cash To Close** field.

> [!NOTE]
> **Note**: This step applies only if you selected to **Include Assets Analysis** with your order.
13. From the **Asset Data Provided By** dropdown, select who will be supplying the asset documentation. You can choose **Borrower** or **Lender**.

> [!NOTE]
> **Note**: This step applies only if you selected to **Include Assets Analysis** with your order.
> 
> 
> 
> If **Lender** is selected in the **Asset Data Provided By** field, you can upload the asset documentation by dragging your files into the upload area or by clicking **Upload** to choose files from your local drive.
> 
> 
> 
> After the documents are uploaded, use **Match Documents to Borrowers** to confirm that each document is correctly associated with the appropriate borrower(s).
14. Click **Next**.
15. Review and confirm all details displayed on the **Order Review** screen. When everything is correct, click **Submit**.

**Encompass® Desktop**

Follow these steps to submit a VOA and Assets Analysis order on **Encompass® Desktop**.

[Embedded content](https://cotality.storylane.io/demo/pf9zlewh32pc?embed=inline)

Before placing an order, ensure the following borrower information is already entered in the Encompass loan file:

- First and Last Name
- Social Security Number
- Date of Birth
- Email address
- Phone Number
- Current Address
- Cash to Close value (recommended)

> [!NOTE]
> **Important Note**: If any required information is missing, the VOA order page will display a **“Yikes!”** message indicating what’s incomplete. If this appears, return to the loan file, update the missing details, and then come back to proceed with your order using the steps below.

1. Sign in to Encompass® Desktop using your credentials.
2. In your **Pipeline**, select the appropriate loan from the list.
3. From the **Services tab** in the left-hand navigation bar, select **Order Verifications**.
4. On the **My Providers** tab of the **Additional Services** pop-up, select **CoreLogic Verification of Assets**.
5. Click **Submit**.
6. Confirm the **Loan Purpose** and **Purchase Price** populated correctly from your loan file.
7. From the **Asset Data Provided By** dropdown, select who will be supplying the asset documentation. You can choose **Borrower** or **Lender**.

> [!NOTE]
> **Note**: If **Lender** is selected in the **Asset Data Provided By** field, you can upload the asset documentation by clicking **Upload Supporting Documents.** Your eFolder will slide open, allowing you to select the asset documentation to include.
> 
> After the documents are uploaded, use **Match Documents to Borrowers** to confirm that each document is correctly associated with the appropriate borrower(s).
8. Select a timeframe from the **Account History** dropdown menu to specify how far back the system should retrieve asset data. Available options include 30, 60, 90, 180, 365, and 730 days.
9. Optionally, to include an Assets Analysis with your order, place a check mark in the **Include Assets Analysis** checkbox.

> [!NOTE]
> **Note**: f you intend to include a Cash Flow Analysis with your order, then you must select the **Include Assets Analysis** checkbox. All Cash Flow features and functionality depend on this selection.
10. Confirm the amount of cash required to close the loan in the **Cash To Close** field.

> [!NOTE]
> **Note**: This step applies only if you selected to **Include Assets Analysis** with your order.
11. Confirm the **Loan Information** is correct.
12. Click **Submit**.

**Encompass® Web**

Follow these steps to submit a VOA and Assets Analysis order on **Encompass® Web**.

[Embedded content](https://cotality.storylane.io/demo/m7o8qwm6pasd?embed=inline)

Before placing an order, ensure the following borrower information is already entered in the Encompass loan file:

- First and Last Name
- Social Security Number
- Date of Birth
- Email address
- Phone Number
- Current Address
- Cash to Close value (recommended)

> [!NOTE]
> **Important Note**: If any required information is missing, the VOA order page will display a **“Yikes!”** message indicating what’s incomplete. If this appears, return to the loan file, update the missing details, and then come back to proceed with your order using the steps below.

1. Sign in to Encompass® Web using your credentials.
2. From your **Pipeline**, select the appropriate loan from the list.
3. In the left navigation bar, select **Services**, then choose **All Services** from the drop-down menu.
4. On the **All Services** page, click **Order Service.**
5. In the **Order Service** pop-up, select **Verifications**, then choose **CoreLogic Verification of Assets**.
6. Click **Next**.
7. Confirm the **Loan Purpose** and **Purchase Price** populated correctly from your loan file.
8. From the **Asset Data Provided By** dropdown, select who will be supplying the asset documentation. You can choose **Borrower** or **Lender**.

> [!NOTE]
> **Note**: If **Lender** is selected in the **Asset Data Provided By** field, you can upload the asset documentation by clicking **Upload Supporting Documents.** Your eFolder will slide open, allowing you to select the asset documentation to include.
> 
> 
> 
> After the documents are uploaded, use **Match Documents to Borrowers** to confirm that each document is correctly associated with the appropriate borrower(s).
9. Select a timeframe from the **Account History** dropdown menu to specify how far back the system should retrieve asset data. Available options include 30, 60, 90, 180, 365, and 730 days.
10. Optionally, to include an Assets Analysis with your order, place a check mark in the **Include Assets Analysis** checkbox.

> [!NOTE]
> **Note**: If you intend to include a Cash Flow Analysis with your order, then you must select the **Include Assets Analysis** checkbox. All Cash Flow features and functionality depend on this selection.
11. Confirm the amount of cash required to close the loan in the **Cash To Close** field.

> [!NOTE]
> **Note**: This step applies only if you selected to **Include Assets Analysis** with your order.
12. Confirm the **Loan Information** is correct.
13. Click **Submit**.

---

## Outcome

You can submit an VOA and Assets Analysis order and receive quick and accurate results with R&W relief.