We are introducing a new form in Encompass to serve as a “one-stop” location to house all information related to all our broker partners and initial approvals through Secondary for brokering loans.  This form can be found under “Forms” and ”Brokered Request Form”.  Our hopes are that this streamlines the brokered loan approval process at origination and provides for better communication to all parties involved with less back and forth.

The process post-approval to broker a loan remains unchanged.  As a reminder, ALL documentation to and from a brokered loan investor is required to be uploaded into the eFolder in Encompass.  General file flow information can be found at www.vdmc.net in the Production/Operations Shared Files.

How to Submit a Brokered Loan Request

• While in the loan file, from the top select “Loan” and “Apply Loan Template Set”.

• From the “Public Loan Templates”, select the “1. Brokered Templates” set.

• Select the correct template.
  • For Non-QM or jumbo requests, please select the appropriate Conventional template.

• A pop-up will generate informing the user to complete the Brokered Request Form”.  When “OK” is clicked, Encompass will automatically shift the user to the Brokered Request Form for completion.

• Complete the form and proper notification will be sent to secondary for approval/denial.

The Rockford, Michigan office is currently without power.  We’ll update everyone as soon as they are back up & running.

All,

This is to inform you the Corporate Office in Grand Rapids is closed today due to dangerous weather conditions. All Grand Rapids employees, if not listed as out of the office, are working remotely from home.

Hello,

Your W-2 is available on Paylocity’s website. To access this document please follow the below instructions.

Log in to Paylocity’s website. https://access.paylocity.com/

Navigate to Paylocity’s Self Service Portal by hovering over the dark grey box and selecting “Self Service Portal”.

Under the Pay heading in the dashboard, select “More…” in the bottom right corner, then select “Tax Forms”.

From here your 2018 W-2 will pull up if you had wages in 2018. You can download and print this, follow the instructions once you select download.

Couple things to note:

1. You will still receive a paper copy of your W-2 as long as you did not select the paperless option within Paylocity.
2. Should you need a password reset please email, HR@vandykmortgage.com
3. The wages you see on your W-2 may not be your total gross wages as shown on your final pay statement. The W-2 shows your total taxable wages.

Thank you,

VanDyk Mortgage is excited to announce the introduction of ShareDiligence, a Strategic Compliance Partners (SCP) product to process vendor approvals. After a vendor request is submitted they will check their database which has hundreds of vendors already approved or reach out to collect the appropriate information/documentation directly from the vendor. All that is needed to start the approval process with Share Diligence is the vendor’s name and an email address. Shortly thereafter we will inform you of the approval status of the vendor.

 

Austin Bell will act as liaison between Share Diligence and submit any vendor requests you may have, so you may still send all approval requests to Austin Bell directly at abell@vandykmortgage.com.

URGENT: Credit Only Approvals (TBD Workflow)

Link to Document – TBD workflow

Per the announcement below the Milestone update took place overnight last night.   With this conversion we’ve ran into some issues with access to certain loans.   If you’ve lost access to a loan in Encompass PLEASE LOG OUT OF ENCOMPASS AND BACK IN.  If this doesn’t resolve your issue, please email Brian Dinsmore at: bdinsmore@vandykmortgage.com and he will help reset the loan for you.

NOTE: When emailing Brian Dinsmore please include the following

• • Loan Number
  • Users assigned to the loan (LO, LP, UW. Ect.)
  • Milestone the loan is currently in

Thanks,

REMINDER! Monday the 14th is the last day to book your hotel with a discounted rate for the Fly-In Hotel.

BOOK HERE: http://vandykflyin.com/

 

Tax Transcripts

With the recent shut down of the Federal Government, Tax Transcripts were put on hold as the IRS was not processing these requests. On Monday, Corporate Communication sent out stating that the IRS will resume processing 4506-T requests as of Monday, January 7, 2019.

Our investors are now lifting the suspension and will start requiring Tax Transcripts immediately.  Please go through your pipelines and ensure that you have ordered your transcripts and do the necessary follow-up to ensure we received these transcripts in time for closing.

Please let us know if you have any questions.

Thank you,