Login to Encompass and create a new loan file or open an existing loan. Follow these instructions to launch SharperLending TRV as the service provider.
Content Includes:
Placing a New Order
1. From the Applications menu, select Pipeline.
2. Choose an existing loan file from the loan Pipeline list OR create a new loan file via the New Loan button. If you create a new loan, fill in all the required fields and Save.
3. From the navigation menu, select Services.
4. Choose All Services from the sub-menu under Services.
5. From the All Services screen, you can view if any displayed categories have orders that have been placed. This is helpful to gauge what product types have been ordered or still need to be ordered. Should the product need to be ordered, select the Order Service button.
6. The Order Service window will show the available Categories. Choose Verifications. This will display a list of available Providers. Select SharperLending TRV under the Providers column. Once completed, select Next.
If an existing TRV request matches the current Encompass loan number, users will be presented with the Create New Order page, with an additional section included. Users can opt to launch the existing order or add a new product to the existing order. Launch Existing Order will direct the user to the existing TRV access, while choosing the TRV button will begin the process of placing a new TRV access.
7. Due to the stored EPN user credentials, the sign-in to EPN will be bypassed and users will be directed to the General Information order placement screen. Select the appropriate Branch. Once the Branch is determined, the order information fields will auto-populate from the data that was supplied during the New Loan creation process.
Upload ESignature Documentation
During order creation, easily upload any eSignature documentation that has been provided by the applicant(s), to fulfill the appropriate requirements. Within the TRV access, select the + ATTACHMENT button.
The Select Documents and Files page will be displayed. Under the SOURCE column, look for ESign. This designation is where users can select the completed ESign request form. 
Select the box adjacent to the 4506, then select Upload. NOTE: users may utilize the Local Drive feature to include any further documents that may be warranted for the loan file. 
The file will be uploaded successfully once the Upload Status column reflects Complete. Select Done to return to the order. 
SharperLending's EPN platform will automatically parse the 4506 form and the Audit Documents from the selected file. Additionally, this action will result in the Pre-Signed eSignature box being checked. NOTE: the red 'X' adjacent to the attachments is how users may remove the document. Once all the necessary documentation is in place, select Order to place the order.
Encompass® is a registered trademark of ICE Mortgage Technology® Inc.