--- title: "How to Modify an Existing Credit Supplement Order" slug: "how-to-modify-an-existing-credit-supplement-order-new-credco-epcapplication" tags: ["Credco", "Encompass Desktop", "Encompass Web", "EPC"] updated: 2026-10-27T13:48:26Z published: 2026-10-27T13:48:26Z canonical: "docs.cotality.com/how-to-modify-an-existing-credit-supplement-order-new-credco-epcapplication" excludeFromSearch: true excludeFromExternalSearch: true --- > ## 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 Modify an Existing Credit Supplement Order ## Overview You can modify an existing Credit Supplement order to update previously requested work or request additional services as needed. This process allows you to make changes after the initial order has been submitted, giving you flexibility to adjust based on new information or evolving requirements. To complete this process, you must have already placed a Credit Supplement order. Within this workflow, you can: - Modify requested work - Request additional work - Cancel previously requested work - Add tradelines to your order - Add supporting documents to your order - Cancel the Credit Supplement --- ## Modify an existing supplemental order **Encompass® Desktop** Follow these steps to modify an existing Credit Supplement order on **Encompass® Desktop**. [Embedded content](https://app.storylane.io/demo/drhgfl8ipoqt?embed=inline) #### Retrieve the order to make modifications 1. Sign in to Encompass® Desktop using your credentials. 2. From your **Pipeline**, select the appropriate loan from the list. 3. In the left navigation bar, select **Services**, then choose **Order Credit Report** from the menu. 4. On the Credit Report popup, select **Cotality Credco**. 5. Click **Submit**. 6. From the **Dashboard**, locate your Credit Supplement order. > [!NOTE] > **Tip**: Credit Supplement orders are easy to spot. Look for orders with an **Edit Supplement** option in the **Supplement** column on the Dashboard. 7. Click the **caret icon** to expand the section to view your order details. Select **Edit Supplement** to open the Edit Supplement Order screen. > [!NOTE] > **Tip**: You can also access this screen by selecting **Modify** from the **Actions** dropdown. --- #### Modify requested work 1. Navigate to the **Line Items** section on the **Edit Supplement Order** screen. 2. On the **Tradelines**, **Inquiries**, or **Public Records** tabs, locate the line item marked **Yes** in the **Requested Work** column that you want to modify. 3. Click the **pencil icon**. 4. From the **Trended Data** section, select or deselect the action(s) to update on your order using the **Verify Balance/Terms**, **Verify History**, or **Delete Item** dropdowns, then click **Apply**. > [!NOTE] > **Tip**: Selected actions appear in the **Requested Work** banner. 5. Enter any additional details about the request update(s) in the **Notes** field. 6. Click **Apply Changes** to return to the main **Edit Supplement Order** screen. 7. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Request additional work 1. From the **Line Items** section, select the **Tradelines**, **Inquiries**, or **Public Records** tabs. Then, locate the item you want to add requested work to and click **View**. 2. From the **Trended Data** section, select the action(s) to perform on your order using the **Verify Balance/Terms**, **Verify History**, or **Delete Item** dropdowns, then click **Apply**. > [!NOTE] > **Tip**: Selected actions appear in the **Requested Work** banner. 3. Enter any additional details about the request in the **Notes** field. 4. Click **Apply Changes** to return to the main **Edit Supplement Order** screen. 5. If you have no further updates to make, click **Apply Changes** at the bottom of Edit Supplement Order screen to submit your updated order. --- #### Cancel previously requested work 1. From the **Line Items** section, select the **Tradelines**, **Inquiries**, or **Public Records** tabs. Then, locate the item you want to cancel the requested work for. 2. There are two ways to cancel requested work on a line item: > [!NOTE] > **Tip**: Once confirmed, the line item will display a **Cancelled** tag. - **Option 1**: You can click the **X** icon on the line item with requested work. In the Cancel requested work for this tradeline popup, click **Yes, Cancel Requested Work**. - **Option 2**: You can click the **pencil** icon, then click **Cancel Requested Work**. In the Cancel requested work for this tradeline popup, click **Yes, Cancel Requested Work**. Then click **Apply Changes**. 3. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Add tradelines to your order 1. To add a tradeline to your existing order, navigate to the **Added Tradelines** section. 2. Click **Add Tradelines**, then select an option from the dropdown to add non-traditional credit such as landlord history, utilities, other accounts, or additional loan or credit details to the applicant’s profile. 3. Complete the required details in the pop-up, then click **Add Tradeline** to return to the **Edit Supplement Order** screen. > [!NOTE] > **Tip**: The newly added tradeline appears in the **Added Tradelines** section and is marked with a **Yes** tag in the **Requested Work** column. If notes were included, a **Notes** tag is also displayed. Click the **pencil** icon to edit the request or the **trash can** icon to delete it. 4. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Add supporting documents to your order 1. Navigate to the **Upload Files** section of the Edit Supplement Order screen. 2. Select **Upload from Encompass eFolder**. 3. Select the required supporting documentation from your eFolder, then verify the Upload Status displays **Complete**. 4. Click **Done**. 5. Confirm the uploads. > [!NOTE] > **Tip**: If you add a file by mistake, select **Remove file** to delete it. 6. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Cancel the Credit Supplement 1. From the **Dashboard**, locate your Credit Supplement order. 2. Click the **caret icon** to expand the section to view your order details. 3. From the Actions dropdown, select **Cancel**. **Encompass® Web** Follow these steps to modify an existing Credit Supplement order on **Encompass® Web**. [Embedded content](https://app.storylane.io/demo/sah8vtkftnvt?embed=inline) #### Retrieve the order to make modifications 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 menu. 4. On the **All Services** page, click **Order Service.** 5. In the **Order Service** popup, select **Credit** under **Categories**, then choose **Cotality Credco** from the **Providers** list. 6. Click **Next**. 7. From the **Dashboard**, locate your Credit Supplement order. > [!NOTE] > **Tip**: Credit Supplement orders are easy to spot. Look for orders with an **Edit Supplement** option in the **Supplement** column on the Dashboard. 8. Click the **caret icon** to expand the section to view your order details. 9. Select **Edit Supplement** to open the Edit Supplement Order screen. > [!NOTE] > **Tip**: You can also access this screen by selecting **Modify** from the **Actions** dropdown. --- #### Modify requested work 1. Navigate to the **Line Items** section on the **Edit Supplement Order** screen. 2. On the **Tradelines**, **Inquiries**, or **Public Records** tabs, locate the line item marked **Yes** in the **Requested Work** column that you want to modify. 3. Click the **pencil icon**. 4. From the **Trended Data** section, select or deselect the action(s) to update on your order using the **Verify Balance/Terms**, **Verify History**, or **Delete Item** dropdowns, then click **Apply**. > [!NOTE] > **Tip**: Selected actions appear in the **Requested Work** banner. 5. Enter any additional details about the request update(s) in the **Notes** field. 6. Click **Apply Changes** to return to the main **Edit Supplement Order** screen. 7. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Request additional work 1. From the **Line Items** section, select the **Tradelines**, **Inquiries**, or **Public Records** tabs. Then, locate the item you want to add requested work to and click **View**. 2. From the **Trended Data** section, select the action(s) to perform on your order using the **Verify Balance/Terms**, **Verify History**, or **Delete Item** dropdowns, then click **Apply**. > [!NOTE] > **Tip**: Selected actions appear in the **Requested Work** banner. 3. Enter any additional details about the request in the **Notes** field. 4. Click **Apply Changes** to return to the main **Edit Supplement Order** screen. 5. If you have no further updates to make, click **Apply Changes** at the bottom of Edit Supplement Order screen to submit your updated order. --- #### Cancel previously requested work 1. From the **Line Items** section, select the **Tradelines**, **Inquiries**, or **Public Records** tabs. Then, locate the item you want to cancel the requested work for. 2. There are two ways to cancel requested work on a line item: > [!NOTE] > **Tip**: Once confirmed, the line item will display a **Cancelled** tag. - **Option 1**: You can click the **X** icon on the line item with requested work. In the Cancel requested work for this tradeline popup, click **Yes, Cancel Requested Work**. - **Option 2**: You can click the **pencil** icon, then click **Cancel Requested Work**. In the Cancel requested work for this tradeline popup, click **Yes, Cancel Requested Work**. Then click **Apply Changes**. 3. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Add tradelines to your order 1. To add a tradeline to your existing order, navigate to the **Added Tradelines** section. 2. Click **Add Tradelines**, then select an option from the dropdown to add non-traditional credit such as landlord history, utilities, other accounts, or additional loan or credit details to the applicant’s profile. 3. Complete the required details in the pop-up, then click **Add Tradeline** to return to the **Edit Supplement Order** screen. > [!NOTE] > **Tip**: The newly added tradeline appears in the **Added Tradelines** section and is marked with a **Yes** tag in the **Requested Work** column. If notes were included, a **Notes** tag is also displayed. Click the **pencil** icon to edit the request or the **trash can** icon to delete it. 4. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Add supporting documents to your order 1. Navigate to the **Upload Files** section of the Edit Supplement Order screen. 2. Select **Upload Form Encompass eFolder**. 3. Select the required supporting documentation from your eFolder, then verify the Upload Status displays **Complete**. 4. Click **Done**. 5. Confirm the uploads. > [!NOTE] > **Tip**: If you add a file by mistake, select **Remove file** to delete it. 6. If you have no further updates to make, click **Apply Changes** to submit your updated order. --- #### Cancel the Credit Supplement 1. From the **Dashboard**, locate your Credit Supplement order. 2. Click the **caret icon** to expand the section to view your order details. 3. From the Actions dropdown, select **Cancel**. --- ## Outcome You can modify an existing Credit Supplement order to update previously requested work and adjust your request based on new information or evolving requirements.