Encompass TQL® Integration Ordering a DRIVE® Report and 4506-T

Ordering a DRIVE® Report Open the loan file that you will be ordering the DRIVE® report for Navigate to the Tools tab Select the option for TQL Services

Ordering a DRIVE® Report Your Main Screen will refresh with a new look To Order a DRIVE report, click the Order button in the Fraud Service Orders section.

Ordering a DRIVE® Report A new popup box will appear. Under the Order Details tab Enter your DataVerify Login Credentials and Billing Identifier (if applicable)

Ordering a DRIVE® Report Click on the Loan Actors tab to review the list of participants that are mapped to DRIVE.

Ordering a DRIVE® Report Click on the Additional Loan Actors tab to add additional participants to be mapped to DRIVE. Click on the Add Icon to add an additional participant. A new pop up box will appear. Choose the Loan Actor from the drop down and enter in appropriate information. Click OK Click Save Icon Click Order

Ordering a DRIVE® Report A new pop up window will appear to display the workable DRIVE report.

Changing Condition Status in DRIVE® Report Click on Update Select the new Status from the drop down menu Enter Comments Click on Update

Changing Condition Status in DRIVE® Report Condition will then be updated in the DRIVE report

Saving the DRIVE Report to the eFolder From the DRIVE report: Click on the option to Print (this is located in the top right corner of the DRIVE report in red) In the print box: Select Encompass360 eFolder Click Print

Saving the DRIVE Report to the eFolder In the Encompass360 eFolder loan list box: Enter a file name Select the loan file to be saved Click Add File

Saving the DRIVE Report to the eFolder Click Continue When completed, a box will appear that states the report was saved successfully; click OK.

Working with an Existing DRIVE® Report Click on in the Fraud Service Orders section to open up the DRIVE report ordering History The Scores and Conditions from the most recent DRIVE report will be displayed.

Working with an Existing DRIVE® Report To view the workable DRIVE report within Encompass click the Report URL link. A DRIVE report will appear in a new popup window.

Ordering a 4506-T Open the loan file that you will be ordering the 4506T for Navigate to the Tools tab Select the option for TQL Services

Ordering a 4506-T Your Main Screen will refresh with a new look To order the 4506T, click the Order button in the 4506T Service Orders section.

Ordering a 4506-T The Screen will refresh with a new look Click the New Verification Symbol

Ordering a 4506-T Check the box next to Default to TQL Rules Auto populates Line 6, checks box C and requested years Utilize dropdown to choose the desired value for Tax Form is for Other is for a business Click the Save symbol, located on the top right corner. In the Request for Transcript of Tax section, highlight the line item that you are choosing to order for. Click Order 4506-T

Ordering a 4506-T Enter your DataVerify Login Credentials Select the Products to be ordered 1120 and 1065 must be ordered separately 1040, W2, 1099 Can be ordered together Select the Years to be requested To change the recipient of the status email notifications, choose the user from the Requester drop down.

Ordering a 4506-T Click the Paper Clip icon to upload the 4506-T form You will have the option to browse from Hard Drive Encompass eFolder eSign Vault Click Continue

Ordering a 4506-T From eSign Vault: Highlight the appropriate 4506T document Click Continue

Ordering a 4506-T Click Order A new pop up box will appear. Click OK

Viewing and Saving Completed Orders Click on in the 4506-T Service Orders section to open up the 4506-T ordering History

Viewing and Saving Completed Orders To check on a Status or to view completed Results Highlight the order to update Click on the Refresh icon Click View Details

Viewing and Saving Completed Orders When you have successfully pulled in the completed 4506-T results, your Documents and Result sections will have populated. To view the PDF document and full tax transcripts highlight the order to view and click the document symbol