Help Center

General Information Bulletins 51

• August 27, 2025: Labor Day Hours
• July 1, 2025: 4th of July Hours
• May 22, 2025: Memorial Day Hours
• December 30, 2024: New Year's Holiday Hours
• December 19, 2024: Christmas Hours

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Bulletins and Downloads for Managers 79

• September 30, 2025: RESOVED - Appraisal FirewallX Service Disruption
• September 30, 2025: Appraisal FirewallX Experiencing Service Disruptions
• September 18, 2025: Verisite Collateral DataX Improvements & MLM Updates
• September 8, 2025: Appraisal FirewallX Preparing for UAD 3.6
• August 28, 2025: Encompass® Delays EPC Transition

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Documentation and Training 39

• Appraisal Firewall Quick Start Guide for Manager Users
• Private Labeling Appraisal Firewall
• FHA Electronic Appraisal Delivery Portal Submission
• Creating Custom Reports
• Lender Level Settings

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Training Videos for Managers 1

• Manual Review

Webinar Recordings 4

• October 15, 2024: New ROV Features Webinar
• August 8, 2024: Borrower Initiated ROV Updates
• June 9th, 2023: Order Appraisal Directly from PDCs
• April 14th, 2023: Introducing PDCs

Encompass® Partner Connect (EPC) to Appraisal FirewallX Integration 16

• Setup Encompass®Partner Connect (EPC) to Appraisal FirewallX
• Store Appraisal FirewallX Credentials in Encompass® Partner Connect (EPC)
• How to Customize Document Folders in Encompass® Partner Connect (EPC)
• Ordering from Encompass® Partner Connect to Appraisal FirewallX
• How to Place a Residential Order from EPC to Appraisal FirewallX

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Appraisal Firewall Lender-Only Knowledgebase 1

• Access the Appraisal Firewall Lender Knowledgebase

XOLX Release Bulletins 22

• XOLX Release Notes: July 28, 2025
• XOLX Release Notes: May 13, 2025
• XOLX Release Notes: February 4, 2025
• XOLX Release Notes: October 23, 2024
• XOLX Release Notes: May 22, 2024

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XpertOnline Bulletins 119

• October 7, 2025: FICO® Mortgage Direct License Program
• October 3, 2025: Fannie Mae Technical Affiliates Changes Open Now
• October 2, 2025: Freddie Mac Technical Affiliate Changes Open Now
• October 1, 2025: SharperLending's Newest Joint Equifax® & Freddie Mac Project!
• September 29, 2025: RESOLVED - Experian Intermitten Service Interruptions

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XOLX and XpertOnline Training 48

• XOLX Guide: The Main Dashboard
• XOLX: Support Widget
• XOLX: Use Get Next to Work Full Files and Simplify Your Work
• XOLX: Locking a File
• XOLX Guide: Use the Workflow Tab to Assign Entire Files

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XpertOnline LOS Interfaces 3

• August 2025 Encompass® Partner Connect (EPC) - XOL Highlights
• XpertOnline Current LOS Interfaces
• Setup Encompass® Partner Connect (EPC) to XpertOnline

XOP Training 25

• Experience the New Encompass® EPC Interface
• Enable Clients for CreditXpert's Cloud-Based Platform
• XOP - Full XpertOnline Guide
• XOP - Workflow, Get Next, and Workflow Assignments
• XOP - Client Setup

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Credit Report Advertising 5

• Get Your Products & Services More Exposure with Ad Space on Credit Reports
• Benefits to Credit Report Advertising
• How will my credit report ads look?
• How credit report advertising works: Key Points
• Get Started with Your Credit Report Advertising

FAQ 6

• CreditXpert Frequently Asked Questions
• How to get to the Second Use Monitoring Tool
• How to access the Credit Card Payment Processing Tool
• How to access the Rapid Rescore Management Tool
• Batch Utility

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EPN Bulletins 32

• August 8, 2025: TRV Product Available in EPC®
• September 16, 2024: New Products for VOEs and SSAs
• July 24, 2024: Equifax Sunsetting Employment Select Verification Product
• December 12, 2023: Mortgage Preferred Product Sunset by The Work Number
• October 5, 2022: Alerts and Messages to Specific Clients

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Documentation and Training 11

• EPN - Manager Setup Guide
• EPN - Administrator User Management Guide
• EPN - User Registration Guide
• EPN -Vendor User Guide
• EPN - How to Place New Orders

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Encompass® Partner Connect (EPC) to EPN for TRV Ordering Integration 5

• Setup Encompass® Partner Connect (EPC) for SharperLending's Tax Return Verification (TRV) Integration
• Store SharperLending TRV Credentials in Encompass® Partner Connect (EPC)
• Ordering from Encompass® Partner Connect to SharperLending TRV
• Retrieving TRV Transcripts into Encompass® Partner Connect (EPC)
• Manage Your SharperLending TRV Orders in Encompass® Partner Connect (EPC)

TVP Bulletins 37

• August 8, 2025: TRV Product Available in EPC®
• May 23, 2023: Manually Complete Forms and Annotation Tool
• February 22, 2023: TRV Provider to TVP, New Help Center, and Single 4506s Batched
• February 15, 2023: TRV Provider Moving to TVP
• November 15th, 2022: IRS Maintenance

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TVP Documentation and Training 23

• View and Edit Profile Information
• Access to the Help Center
• Refresh Icon and Search Features
• Main Dashboard for Managers (Providers)
• Orders

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Encompass® Partner Connect (EPC) to EPN for TRV Ordering Integration 5

• Setup Encompass® Partner Connect (EPC) for SharperLending's Tax Return Verification (TRV) Integration
• Store SharperLending TRV Credentials in Encompass® Partner Connect (EPC)
• Ordering from Encompass® Partner Connect to SharperLending TRV
• Retrieving TRV Transcripts into Encompass® Partner Connect (EPC)
• Manage Your SharperLending TRV Orders in Encompass® Partner Connect (EPC)

TRV Provider Training 3

• TRV Provider User Training Guide for IVES Participants
• Approving eSignatures in TRV Provider
• Cancelling a Form Request Within TRV Provider

ReadyQual Release Bulletins 4

• March 7, 2024: ReadyQual Maintenance
• August 10th, 2023: Equifax, SSN Required, New Reporting Options, and More!
• July 19th, 2023: ReadyQual Introducing Equifax
• May 24th, 2019: TransUnion Prequal Now Available in ReadyQual

Training Guides and Documentation 6

• How To Obtain Bureau Access Codes
• Client Setup in XOP for ReadyQual Access
• Product Setup in XOP for ReadyQual Access
• User Setup in XOP for ReadyQual Access
• Client Setup in ReadyQual - Enabling the Credit Connection

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