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07/02/14 10:16AM ENCOMPASS TRAILING DOCUMENT CHECKLIST & FAX COVER SHEET Agency Name:LONG & FOSTER INSURANCE AGENCY INC Agency Number: 600118388 Risk State: VA Policy Effective Date: 07/11/2014 Insured

How to fill out encompass trailing document checklist

How to fill out an encompass trailing document checklist:

1. Start by obtaining a copy of the encompass trailing document checklist. This can usually be found on the Encompass system or requested from the relevant department.
2. Review the checklist thoroughly to understand the specific documents and information required. Familiarize yourself with any terminology or acronyms used in the checklist.
3. Gather all the necessary documents and information listed on the checklist. This may include loan applications, income verification, credit reports, and other supporting documentation.
4. Organize the documents in the order specified on the checklist. This will make it easier for the recipient to review and process the information.
5. Double-check that all the required documents and information are included. Ensure that nothing is missing or incomplete.
6. Fill out any necessary forms or templates as required by the checklist. Use accurate and updated information.
7. If there are any additional notes or explanations required, provide them in a clear and concise manner. This will help the recipient understand any specific circumstances or situations.
8. Review the filled-out checklist one final time to ensure accuracy and completeness. Make any necessary corrections or additions before submitting it.
9. Submit the completed encompass trailing document checklist to the appropriate party or department. Follow any specific instructions provided for submission.
10. Keep a copy of the checklist and all the submitted documents for your records.

Who needs an encompass trailing document checklist?

1. Mortgage lenders: Encompass trailing document checklists are commonly used by mortgage lenders to collect and verify the necessary documentation and information required for loan processing and underwriting.
2. Loan officers: Loan officers often rely on encompass trailing document checklists to ensure they have all the necessary paperwork from borrowers before submitting the loan application for approval.
3. Borrowers: Borrowers who are applying for a mortgage loan may need to follow an encompass trailing document checklist to provide the required documents and information to the lender. This helps streamline the loan application process.

Remember to always consult with the specific guidelines and requirements of the institution or organization providing the encompass trailing document checklist, as they may have their own variations and additional steps to follow.

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