1. Select a loan in Encompass®. ### Required URLA details 1. Ensure borrower first name, last name, and social security number have been entered in the **1003 URLA Part 1**. Fill in borrower first name, last name, and social security number within URLA Part 1.

Fill in borrower first name, last name, and social security number within URLA Part 1.

2. Ensure all employer names, start dates, and end dates (for previous employments) have been entered in the **1003 URLA Part 2**. Fill in employer name, start date, and (for previous employments) end dates.

Fill in employer name, start date, and (for previous employments) end dates.

### Order Argyle verification 1. Under **Services**: * \[Web] Select **All Services** and then **Order Service**. In the pop-up, click **Verifications** under Categories. * \[SmartClient] Select **Order Verifications**. 2. In the pop-up, select **Argyle** under Providers. Then click **Next/Submit**. Order an Argyle verification service directly within Encompass.

Order an Argyle verification service directly within Encompass.

### Request Doc VOI report 1. Select the **Doc VOI** report type within Argyle's Encompass® interface. 2. Select **Add Documents**. Select a borrower within the Argyle interface then select the Doc VOI report type.

Select a borrower within the Argyle interface then select the Doc VOI report type.

### Uploading documents 1. Follow the instructions on which borrower documents to upload. 2. Select **Open eFolder** to begin uploading documents. Instructions on which documents should be uploaded will be shown, alonside a button to open eFolder to select documents.

Instructions on which documents should be uploaded will be shown, alonside a button to open eFolder to select documents.

3. Select documents from the eFolder, or upload from your local drive. Select documents from eFolder or upload from your local drive.

4. Make sure the borrower is selected and **Submit order**. After uploading the documents, make sure the borrower is selected, then click Submit Order.

Documents will begin processing immediately after the order is submitted. Typical processing time is around 10 minutes. Documents will being processing after the order is submitted.

Documents will being processing after the order is submitted.

## Completed orders

### Viewing reports and documents Once the order completes, you can retrieve the Doc VOI verification report. Only the documents used in the report will be shown in the Argyle interface. Once the verification is completed, the verification report can be retrieved.

Once the verification is completed, the verification report can be retrieved.

### Resolving employer name mismatches 1. Select **Import Employment** under **Additional Actions**. 2. Resolve any conflicts between the employer name in the loan file and the employer name Argyle retrieved from the connected payroll account. Resolving employer name mismatches will help maximize GSE rep & warrant relief. ### Generating receipts 1. Select **Generate Receipt** after selecting an individual borrower to automatically generate a receipt and push it to eFolder. Receipts are made available for each individual borrowerer after orders are **Completed**, and will indicate the fees associated with the verification order. ### AIM eligibility and reference IDs * Doc VOI reports provide Freddie Mac's eligibility determination for rep & warrant relief. * Argyle's Encompass® integration will automatically the populate the Encompass® loan file with the necessary report identifier (**Reference #**). Argyle Doc VOI report with AIM eligibility.

Argyle Doc VOI report with AIM eligibility.

*For further assistance, please reach out to [support@argyle.com](mailto:support@argyle.com) or your Customer Success Manager.*