Prior to the release of VA loan review tool in Encompass 360, Encompass users needed to manually log into the Veterans Affairs (VA) portal, outside of Encompass, to submit loan data to VA. The new VA Loan Review tool enables lenders to seamlessly and efficiently accomplish this from within Encompass. Lenders can now submit loan files, along with the Uniform Loan Application and Closing datasets, directly from Encompass to VA with the click of a button – a streamlined, simplified method with increased data accuracy that helps them spend less time logging into VA systems and uploading documents, and more time providing veterans with better, more personalized service.
This is the second part of the series of blogs about VA Loan Review Tool in Encompass 360. To read the first part, please follow the link below:
New Request/Resubmit Order
Authorized users have the ability to use the new VA Loan Review option under Services> Additional Services to place a new VA order, or resubmit if there is an existing order on the loan.
New Request
- You need to provide the LIN (Loan identification Number) and attach at least one document for a successful order
- The VA Agency Case Number / LIN field captures the LIN and is a read-only field, auto-populated in this window, from field ID 1040
- Click the Attach Documents button to add documents to your loan submission.
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When selecting documents and files, you can apply a VA Stacking Template from the Stacking Templates dropdown,
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Or, select the checkbox corresponding to each document, to include in your submission.
Click the Attach
Resubmit Order
- For resubmit orders, since you have already placed a previous order, Request Type field automatically displays Resubmit.
- In the Documents panel, go to the Document Type field and select the appropriate value from the dropdown list.
- Click the Order button.
Submission Status
Once an order is placed, click the Submission Status tab to view order details such as the submission date, VA status, messages returned from VA, and submitted documents.
VA Status Definitions
- Error: Description as received in response from VA
- Pending: Your order is still Check the status after some time. NOTE: You cannot place a subsequent order during a Pending Status.
- Success: Your documents have been submitted
- Cancelled: You have canceled your order
Submitted Documents
- Click the Folder icon to view the list of documents submitted to PDFs will be supported with a future release; you can only view the document list for now.
Confirm that the documents sent to VA correspond to the ones you included in the selected VA Stacking Template.
For Pending Status, click the Check Status button to monitor the progress of your If your final status is Error, you will need to resubmit your loan.
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