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PAGE 1 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS® Ordering Genworth Contract Services on Ellie Mae® Encompass® Within a loan file, go to Services > Mortgage Insurance. 1 STEP

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PAGE 1 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

Ordering Genworth Contract Services on Ellie Mae® Encompass®

Within a loan file, go to Services > Mortgage Insurance.

1STEP

PAGE 2 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

3STEP

Select Genworth — Direct Connect > Submit

2STEP

Go to Request Type > Contract Underwrite OR Contract Underwrite with MI.

Under the Contract Underwriting Service section, A) choose your Service Request type from the drop-down menu. B) Type in the Investor/ Guidelines Name

Once complete, Click Submit to order.

To set up a Contract Services Underwriting Agreement, contact

your Genworth representative.

A

B

PAGE 3 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

4STEP

Upon a successful data submission, you will receive an In-Progress prompt. Select OK to open the Upload Documents feature.

5STEP

To upload documents, click on the View tab on the Genworth Mortgage Insurance Request screen.

Click on Upload Documents, and use the icon to attach documents.

PAGE 4 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

Choose the location from

which you’d like to retrieve

your documents.

A) Browse from the hard drive

on your personal computer

or a local drive

Helpful Hint: Hold down the Ctrl key to

select multiple docs at

one time.

OR

B) Browse from the Encompass

eFolder associated with

this file

Select Continue

If selecting documents

from the eFolder, choose

the desired documents

and click Continue.

Helpful Hints: • If your Admin has

set–up a Stacking Order, you can choose

that option now.

• Choosing Preview will

display all documents

selected in one PDF

document.

6STEP

A

B

PAGE 5 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

Verify that the documents you

wish to send are listed in the

Attachment List feature and

click Send.

After a successful submission,

you will receive a File(s) uploaded successfully prompt. Click OK.

7STEP

A

C

Documents have been submitted

for underwriting.

A) The loan status will appear

as In-Progress until an

underwriting decision is

rendered

B) Once you are notified by

Genworth via email that an

underwriting decision is

available, you can retrieve

that decision by clicking

Check Status C) You can upload additional

documents by clicking

Upload Documents

8STEP

B

PAGE 6 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

Once an underwriting decision

has been delivered:

Within a loan, select

Services > Mortgage Insurance > Genworth Direct Connect > Submit A) Choose View tab

B) You will be able to Select an

underwriting decision to

review

C) Click View to view a PDF

of the underwriting decision

document

Example of PDF Commitment

9STEP

B

C

A

(Investor Name)

PAGE 7 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

Changing Investors Contact your Genworth underwriter

with new investor information. They

will underwrite your loan to the new

investor guidelines.

To see the new dispositioned pdf in

Emcompass:

A) Click on the Retrieve By New Order No. button

B) Type in the new 7 character

order number given to you by

the Genworth underwriter.

Click Continue

C) Highlight your new Order No. at the top

D) Click View to retrieve pdf

10STEP

D

C

A

B

PAGE 8 | GENWORTH CONTRACT SERVICES ON ELLIE MAE® ENCOMPASS®

Visit our website for a list of Genworth-approved investors and a list of states where Genworth offers

contract underwriting.

FOR MORE INFORMATION

Our ActionCenter® is happy to help!

800 444.5664 Genworth Mortgage Insurance | 8325 Six Forks Rd | Raleigh, NC 27615 | new.mi.genworth.com

For Encompass support, call 800 777.1718.

12761890.0418 ©2018 Genworth Financial, Inc. All rights reserved.