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

2. 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

3. 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.

4. 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)

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

6. 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

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

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

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

10. 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

11. 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

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

13. 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.

14. 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.

15. 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

16. 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.

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

18. 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

19. 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 notifications, choose the user from the Requester drop down.

20. 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

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

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

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

24. 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

25. 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