How to View Credit Supplement Reports

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Overview

View Credit Supplement reports to evaluate your borrower’s credit profile in just a few clicks.


View Credit Supplement reports

Follow these steps to view Credit Supplement reports on EncompassĀ® Desktop.

   

  1. Sign in to EncompassĀ® 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.

    Tip: Credit Supplement orders are easy to spot. Look for orders with an Edit Supplement option in the Supplement column on the Dashboard. This means a Credit Supplement is included in the order.

  7. Click the caret icon to expand the section.

  8. Open the Actions dropdown and select View Report. The supplemental report displays in the Report Viewer.

    Tip: Use the Report Viewer toolbar to zoom in or out, rotate the image, and download or print the report.

  9. Click Close to exit the Report Viewer.

Follow these steps to view Credit Supplement reports on EncompassĀ® Web.

   

  1. Sign in to EncompassĀ® 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.

    Tip: Credit Supplement orders are easy to spot. Look for orders with an Edit Supplement option in the Supplement column on the Dashboard. This means a Credit Supplement is included in the order..

  8. Click the caret icon to expand the section.

  9. Open the Actions dropdown and select View Report. The supplemental report displays in the Report Viewer.

    Tip: Use the Report Viewer toolbar to zoom in or out, rotate the image, and download or print the report.

  10. Click Close to exit the Report Viewer.


Outcome

You can view Credit Supplement reports.