encompass non-delegated quick reference guide · quick reference guide for ordering genworth ....
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Quick Reference Guide for ordering Genworth Non–Delegated MI on Ellie Mae® Encompass®
Ordering MI
1) From the menu, select Services > Mortgage Insurance
2) Select Genworth — Direct Connect > Submit
3) Verify that your Master Policy Number is accurate
“B22222______________________________”
4) In the “Request Type” dropdown, select MI Order Full Package
5) Select the appropriate AUS Findings in the “Recommendation”
dropdown
6) Enter “Special Program” information as applicable
a. For HFA loans, enter HFA in the “Special Program” box
b. For Freddie Mac Home Possible® loans, select
Affordable Housing > Other > Freddie Mac Home
Possible
7) Click “Submit” to order
Uploading Documents
1) Once ordered, you will receive a successful data submission. Click “OK” and select the
feature.
2) Once the Upload Documents feature appears, use the “ ” icon to attach documents
3) Choose the location from which you’d like to retrieve your documents, then highlight
the desired documents and click “Continue”.
Note that the maximize file size that can be uploaded at one time is ~75 MB.
4) Verify the documents are listed in the Upload Documents feature and
click “Send”. After a successful submission, you will receive a File(s)
uploaded successfully prompt. Click “OK”.
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View MI Underwriting
1) Once an underwriting decision has been delivered and “Check Status” has been selected, select an underwriting decision to review
2) Click “View” to view a PDF of the underwriting decision document
3) Once approved, you will be able to import the fees to the 1003 by selecting “Import”
4) Your fee information will open in small window. Select “Import Fee”
5) You will receive a “Fee Successfully Imported” prompt. Click “OK”
Review MI Information
1) Select “Forms” and ensure that the following options at the
bottom of the screen are checked
a. “Show in Alpha Order”
b. “Show all”
2) Select “1003 Page 2”
3) Go the Monthly Housing Expenses section and select the
Edit Field Value for “Mtg. Ins”
4) Review the MI Information
Need help? Call the ActionCenter® at 800 444.5664.
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10978869.0719
Genworth Mortgage Insurance Corporation and Genworth Mortgage Insurance Corporation of North Carolina ©2019 Genworth Financial, Inc. All rights reserved.
MI Product Selection GuideEllie Mae® Encompass®
Genworth’s integration with Ellie Mae’s Encompass 360 lets you order MI without leaving your LOS. Use this guide to determine which values to select from the Order tab (Fig. A), depending on the Genworth MI Product you plan to order.
INSTRUCTIONS 1. Locate the Genworth MI Product name you plan to order in the table below (Fig. B) 2. Enter the associated data values as listed in the table for fields 1–6 3. Enter any additional data as needed in remaining fields 4. We’re here to help! Contact the ActionCenter® at 800 444.5664 for additional support.
Premium Payment Option
Refund Type** Renewals
MI Premium Payment Plan
Premium Rate Plan Type
Split Premium Plan Type*
Zero Monthly
Not Refundable or Refundable
Constant or Declining
Borrower Paid or Lender Paid
Level BLANK
MonthlyNot Refundable or
RefundableConstant or Declining
Borrower Paid or Lender Paid
Level BLANK
Single Premium
Not Refundable or Refundable
DecliningBorrower Paid or
Lender PaidLevel BLANK
Annual RefundableConstant or Declining
Borrower Paid or Lender Paid
Level BLANK
Split Premium
Not Refundable or Refundable
ConstantBorrower Paid or
Lender PaidLevel
Split Premium 1–6 (See below)
For more information about payment plans, visit our website at new.mi.genworth.com. Rates may not be available or approved in all states.
Ellie Mae Encompass: Order tab (Fig. A)
Enter these data field values (Fig. B)
Plan 1 Plan 2 Plan 3 Plan 4 Plan 5 Plan 6
.50% .75% 1.00% 1.25% 1.50% 1.75%
* Split Premium MI
* Availability of Split Premium product varies by state.
** LPMI Premiums are non–refundable.
10642750.0418
Genworth Mortgage Insurance Corporation ©2018 Genworth Financial, Inc. All rights reserved.
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