---
title: "How to Order Merge Plus (Credit Supplement) Reports on Encompass® Desktop"
slug: "order-merge-plus-reports-encompass-desktop"
updated: 2026-04-07T02:19:07Z
published: 2026-04-07T02:19:07Z
canonical: "docs.cotality.com/order-merge-plus-reports-encompass-desktop"
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 Order Merge Plus (Credit Supplement) Reports on Encompass® Desktop

## Overview

You can order a Merge Plus (credit supplement) Report via Encompass Desktop to verify and resolve flagged credit report items such as mortgage balances, payments, duplicate accounts, bankruptcies, and other derogatory information.

---

## Ordering Merge Plus reports

[Ordering Merge Plus (EPC Desktop) KB](https://demo.arcade.software/ud3FzCl8nXHk8u2hXoki?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true)

1. Verify that **Instant Merge** is selected for the **Report Type.**
2. Verify that **Retrieve an Existing Credit Report** is selected for the **Request Type**.
3. Click **Merge Plus**.
4. Select either the **Tradelines**, **Public Records**, or **Inquiries** tab.
5. Check the boxes for the items (tradeline, public record, or inquire) you want to verify.
6. Add Notes for the request (Full Account Numbers, Borrower’s Contact Information, or Other Critical Information).
7. For tradeline items, choose the applicable **Update** and/or **Delete** **Reason Codes**.

> [!NOTE]
> **Note**: To verify additional tradelines, repeat the process by selecting another creditor and the applicable reason codes.

1. Click **Order**.
2. A confirmation notification will appear if the submission was successful, click **Ok** to close.
3. If applicable, go to **View And Check Status** to upload borrower authorization or creditor documents.
  1. Click **Upload Documents**.
  2. Select documents from the eFolder or your local drive.
  3. Click **Upload** for each document.
  4. Click **Done** after the upload status is complete for each document.
  5. A confirmation notification will appear if the upload was successful, click **Ok** to close.

> [!NOTE]
> **Note**: You will receive an email once the verifications are complete.

1. To access the report, return to the **View and Check Status** tab.
2. Click **Check Status**.
3. Click **MergePlus.pdf** to view the report. A PDF of the report will open in a new window for review.

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## Outcome

You can now order Merge Reports from within Encompass Desktop.

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## Further readings

- [How to Order Instant Merge Credit Reports on Encompass Desktop](/ext/docs/order-instant-merge-credit-reports-encompass-desktop#overview)
- [How to Order Instant Merge LQ Gap Credit Reports on Encompass Desktop](/ext/docs/order-instant-merge-lq-gap-credit-reports-on-encompass-desktop#overview)
- [How to Retrieve Credit Reports](/ext/docs/retrieve-instant-merge-credit-reports-on-encompass-desktop#overview)
- [Conference Call Process](/ext/docs/conference-call-process)
- [Acceptable Documentation for Merge Plus Supplements](/ext/docs/acceptable-documentation-and-for-merge-plus-supplements#overview)