Once a Residential product type has been selected, you will be directed to the New Order screen. Please note: Placing other product types can be found in the Encompass® Partner Connect (EPC) section.
If the user is connected to multiple divisions, they must choose the appropriate Lender Division for the order to be placed under. This will ensure the order has all division settings applied as they have been set up in Appraisal FirewallX. Once a division has been selected, users will need to ensure all required fields have been provided. Required fields will be designated with an asterisk (*).
1. The new order form will be separated into multiple section that users will need to validate to successfully place the order. For most orders, users will need to complete the Loan, Property, and Order section.
a. In the Loan section, borrower, loan information (loan purpose, loan number, FHA number), and other data from Encompass will be pre-populated into this screen. Users may edit and enter information here as well. The green checkmark in the upper right indicates that all the required fields for this order have been properly filed out.
b. When the Loan section is completed, users will need to validate and fill out any remaining data entry fields in the Property section. Here you can review the subject property information to make sure it is accurate, plus you can identify any property classifications, and add any additional property descriptions or instructions.
c. When the Property section is completed, users can validate and fill out any remaining data entry fields in the Order section. Here, users can select the type of appraisal product to order, identify any addendums, select the Date Required, enter any special instructions that the appraiser should know about, select any Special Requirements, and choose how you would like to pay for the appraisal. Additionally, any attachments that need to be included upon placement can be done via the +Manage Attachments option.
d. From the Select Documents and Files screen, users can upload documents via the Local Drive, i.e., upload the documents from your local machine, or drop files to upload. Documents or files that have been provided will be displayed. Once the documents or files have been successfully uploaded, select Done. 
e. Upon Done, users will be returned to the New Order screen to review and complete the ordering process. Any attachments that have been included will be listed under the Attachments section. Select Order when you are ready to place the order.
f. If the payment for the order is getting processed with a credit card, a new section titled Payment will appear. Complete all required fields. Upon completion, select Order to place the appraisal order.
2. Your appraisal can take a few days to complete based on the Date Required that you specify on your order. Once it is completed, users will receive an automatic email message sent to the email address they use to login to Appraisal FirewallX. When you receive this email, you can open Encompass, locate and open the relevant loan file.
Encompass® is a registered trademark of ICE Mortgage Technology® Inc.