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Encompass Desktop EPC ADV Order Guide

The PitchPoint ADV-120 fraud ordering process within Encompass is a highly integrated workflow designed to systematically import loan details, validate data, and resolve discrepancies.

Jun 08, 2026●
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Encompass Desktop EPC ADV Order Guide

Topics Covered: ADV-120 Ordering The ADV-120 fraud risk report automatically reviews key 1003 data to reduce risk and ensure compliance with secondary market requirements.  The report tests dozens of loan parameter and returns: Pass, Fail/ Discrepancy, Miskey or in some cases a count.  The lender can “override” the automated result and replace it with clearing of findings. Automated Encompass Data Synchronization Using Encompass EPC ensures that all the required information from your loan will be automatically loaded for processing. Viewing Validation Results Once the verifications are completed you will have the option to view the results in the system or generate a PDF report. Encompass eFolder Uploads All reports are available to be sent to the Encompass eFolder. ADV-Reconfirm The ADV-M-F-P reconfirm returns updated information on volatile data elements just before closing.  If any previous findings were cleared those activities remain part of the ADV even if a reconfirm is run. Clearing Alerts All derogatory finds can be cleared in our system using a combination of notes and/or attached documents.

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ADV-120 Ordering

The process begins natively within the open Encompass loan file. You can launch the process natively from the Services menu inside an open Encompass loan file, securely connecting to the embedded PitchPoint portal without leaving the application. Select the <Services> tab within the loan to get the list of categories of service providers. PitchPoint is found in the Additional Services category for all our services, press <Additional Services> to find <Pointservices.com EPC>.

### ADV-120 Ordering The process begins natively within the open Encompass loan file. You can launch the process natively from the **Services** menu inside an open Encompass loan file, securely connecting to the embedded PitchPoint portal without leaving the application. Select the &lt;**Services**&gt; tab within the loan to get the list of categories of service providers. PitchPoint is found in the Additional Services category for all our services, press &lt;**Additional Services**&gt; to find &lt;**Pointservices.com EPC**&gt;.
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Once the Additional Services dialoge opens select <Pointservices.com EPC> to open the PitchPoint screen where all ordering can be done.

Once the Additional Services dialoge opens select &lt;Pointservices.com EPC&gt; to open the PitchPoint screen where all ordering can be done.
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Press <SUBMIT> to open the PitchPoint screen. If this is your first time you will be prompted to enter your userID and password. You will not be required to enter this information again.

Press &lt;SUBMIT&gt; to open the PitchPoint screen. If this is your first time you will be prompted to enter your userID and password. You will not be required to enter this information again.
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Automated Encompass Data Synchronization

Once a secure connection is established, you can selects the ADV-120 fraud report from your product drop-down list. This selection triggers an automated, real-time import of all primary application criteria directly from the active Form 1003 loan file:

### Automated Encompass Data Synchronization Once a secure connection is established, you can selects the **ADV-120** fraud report from your product drop-down list. This selection triggers an automated, real-time import of all primary application criteria directly from the active Form 1003 loan file:
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Select ADV-120 from your product drop-down menu.

Select **ADV-120** from your product drop-down menu.
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The ADV-120 screen will now open and check your loan data for completeness for a fraud check.
Borrower Profile Sync: Up to six individual borrower files are automatically pulled forward into a consolidated verification list. Participant Contact Mapping: Essential transaction participants—including final Appraisers, Title Entities, Sellers, and Employers—are mapped seamlessly into a structural database table at the base of the screen. Pre-Flight Validation Indicator Check: Before any data is submitted, background filters run a validation sweep. System-level status indicators instantly flag files for complete records (via a green checkmark circle) or missing mandatory details like a missing date of birth or invalid formatting (via a red checkmark circle). Missing details can be corrected by editing the specific data row to sync the file effortlessly Clicking <Submit> pushes the compiled, synchronized data into PitchPoint’s proprietary background processing rules. The system cross-references databases to execute parallel background verification tasks—including identity investigations, active MERS lien tracking, employer validation, and appraiser watchlist audits.

The ADV-120 screen will now open and check your loan data for completeness for a fraud check. **Borrower Profile Sync:** Up to six individual borrower files are automatically pulled forward into a consolidated verification list. **Participant Contact Mapping:** Essential transaction participants—including final Appraisers, Title Entities, Sellers, and Employers—are mapped seamlessly into a structural database table at the base of the screen. **Pre-Flight Validation Indicator Check:** Before any data is submitted, background filters run a validation sweep. System-level status indicators instantly flag files for complete records (via a green checkmark circle) or missing mandatory details like a missing date of birth or invalid formatting (via a red checkmark circle). Missing details can be corrected by editing the specific data row to sync the file effortlessly Clicking &lt;**Submit&gt;** pushes the compiled, synchronized data into PitchPoint’s proprietary background processing rules. The system cross-references databases to execute parallel background verification tasks—including identity investigations, active MERS lien tracking, employer validation, and appraiser watchlist audits.
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Viewing Validation Results

Once the findings are complete you will have options to; view the findings, view the report, and return the report to the Encompass eFolder. The first action button <i> will open the results view.

### Viewing Validation Results Once the findings are complete you will have options to; view the findings, view the report, and return the report to the Encompass eFolder. The first action button **&lt;i&gt;** will open the results view.
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Results View In this view you will have the opportunity to view all the results of each data validation however the default view list only any derogatory findings discovered. Later in this document we will sow you how to clear derogatory findings. To return to the pipeling view of your loan press the highlighted loan number.

**Results View** In this view you will have the opportunity to view all the results of each data validation however the default view list only any derogatory findings discovered. Later in this document we will sow you how to clear derogatory findings. To return to the pipeling view of your loan press the highlighted loan number.
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Report View To view and download a copy of the report press the second action button.

**Report View** To view and download a copy of the report press the second action button.
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The view report action button with open your PDF report in a new window where you will be able to view and download to your local computer.

The view report action button with open your PDF report in a new window where you will be able to view and download to your local computer.
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Encompass eFolder Uploads

Use the third action button to upload the ADV report to your loan eFolder.

### Encompass eFolder Uploads Use the third action button to upload the ADV report to your loan eFolder.
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Reconfirming ADV-120 Results

The ADV-Reconfirm will synchronize your updated loan information from Encompass and reverify the information to ensure any of the new or changed data elements do not create any alerts just before closing. To start this process press the <R> reconfirm button on the Product Results Action button list.

### **Reconfirming ADV-120 Results** The ADV-Reconfirm will synchronize your updated loan information from Encompass and reverify the information to ensure any of the new or changed data elements do not create any alerts just before closing. To start this process press the &lt;R&gt; reconfirm button on the Product Results Action button list.
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The ADV-Reconfirm order screen will be presented where you can review the current loan data from Encompass. Press the <Submit> button to start the ADV-Reconfirm.

The ADV-Reconfirm order screen will be presented where you can review the current loan data from Encompass. Press the &lt;Submit&gt; button to start the ADV-Reconfirm.
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Once the ADV-Reconfirm is complete you can use all <View Report> button to see your updated report.

Once the ADV-Reconfirm is complete you can use all &lt;View Report&gt; button to see your updated report.
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Clearing Alerts

Open the PitchPoint tab the same way as you did when you placed the order using <Additional Services> and the <Pointservices.com EPC> options.

### Clearing Alerts Open the PitchPoint tab the same way as you did when you placed the order using &lt;Additional Services&gt; and the &lt;Pointservices.com EPC&gt; options.
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The first action button <i> will open the results view.

The first action button **&lt;i&gt;** will open the results view.
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In the Results View you can open any of the derogatory finding by clicking on it. This will expand the view for further actions.

In the Results View you can open any of the derogatory finding by clicking on it. This will expand the view for further actions.
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Once your result has been expanded you will see any relavent messages and possible actions you can take to clear the finding. Adding a Note: click on the <note> icon and you will be able to add your own text to explain the reason you are clearing the finding.

Once your result has been expanded you will see any relavent messages and possible actions you can take to clear the finding. Adding a Note: click on the &lt;note&gt; icon and you will be able to add your own text to explain the reason you are clearing the finding.
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You also have the option to upload a file to the finding to support your decision. You can add from your computer OR you can select a file from the loan eFolder. In both cases any file you add will become part of the ADV report.

You also have the option to upload a file to the finding to support your decision. You can add from your computer OR you can select a file from the loan eFolder. In both cases any file you add will become part of the ADV report.
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In this example we are selecting a file from the computer. Pick your file and then click on <Open>.

In this example we are selecting a file from the computer. Pick your file and then click on &lt;**Open**&gt;.
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To finish with the file press <Upload> to send it to your ADV report.

To finish with the file press &lt;**Upload**&gt; to send it to your ADV report.
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When you are finished click on <Clear> to close the derogatory finding.

When you are finished click on &lt;**Clear**&gt; to close the derogatory finding.
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You will notice that the derogatory finding is no longer on your list.

You will notice that the derogatory finding is no longer on your list.
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You can use the <Report Result> button to open your updated report OR you can go back to the pipeline view and open the report there.

You can use the &lt;Report Result&gt; button to open your updated report OR you can go back to the pipeline view and open the report there.
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You will notice on your report the derogatory finding now has a status of Cleared. Your notes and attachments will also be in your report immediately after the Summary Page.

You will notice on your report the derogatory finding now has a status of Cleared. Your notes and attachments will also be in your report immediately after the Summary Page.