ordering genworth contract services on ellie mae® encompass®... · page 3 | genworth contract...
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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.