Order Verification Services

4506-T DIRECT

Q: What is 4506-T?
A: 4506-T is a request for verification of income from the IRS (Internal Revenue Service). Through a direct connection with the IRS, CoreLogic enables you to easily and quickly order tax return documentation for individual and/or joint filings. You may request one or more types of documentation, which include: Tax Return Transcript, Account Transcript, or Record of Account; Verification of Nonfiling; W2; and series 1099, 1098, and 5498 series. Please refer to the order form for descriptions of what each report contains.


Q: Where can I find the order creation page for 4506-T?
A: Click on ” Order” and then select “Verification Services“to create/view 4506-T orders.


Q: How do I create a 4506-T Order?

A: Click on ” Enter Order for existing 4506-T” link.

In the “Enter Order for existing 4506-T” page, upload valid signed 4506-T file, with all the required fields completed, and click on “Create Order“.

 

Q: What will I see on the Active Requests screen?
A:  All orders successfully created will be listed on the Active Requests screen. This section contains the following details:
-   Order:  Order numbers generated when the 4506-T order was created.
-   Borrower: Name(s) entered while creating 4506-T order.
-   ID#: Reference ID entered while creating 4506-T order.
-   Form: Tax form number submitted while creating 4506-T order.
-   User: Username of the user who created 4506-T order.
-   Created: Date and Time when the order was created.
-   Submitted: Date and Time when the order was submitted.
-   Sent to IRS: Date and Time when the order was submitted to the IRS.
-   Received: Date and Time that the processed order was returned from the IRS.
-   !:Displays icon if any alerts related to the order have been created by CoreLogic Quality Control (QC) or the  IRS.
-   Read: Date and Time when the user reads the returned IRS transcript file.
-   File: A PDF attachment with the icon will be present, which can be clicked to view or print the transcript.

 

Q: What is the time frame to receive the IRS transcript once the order is created? Will I receive notification upon completion of an order?
A: The average time frame to receive a transcript from the IRS is approximately 24 to 48 hours once the order is created. You will receive an email notification (sent to the email address entered while creating order) once the IRS responds to the order request.

Q: Why do I see exclamation mark on an order I submitted, and/or why did I not receive an IRS Transcript?
A: This image will be displayed in two cases:

1. QC Alerts: If there is any issue(s) that prevents the processing and submission to the IRS of your request with 4506-T. You can click on this link, which will open the “Important information about your 4506-T direct order” page. This page lists the issue(s) which caused us to be unable to process your request.

2. IRS Rejects: If the IRS has rejected your request, you can click on the image, which will open the “Important information about your 4506-T direct order” page, where you can view the reason(s) for IRS rejection.

 

Q: How long is a transcript viewable in active requests and when does it enter archive mode?
A: You can see all successful transcripts in active listing page for the first seven days. After that time, these orders will be automatically archived for twenty three days. The archived reports can be viewed by clicking the “Show archived requests” link.

Q: How do I retrieve usage activity for 4506-T Direct?
A:  Admin User: Navigate to Administrator Setup by clicking the Admin link and then the “Retrieve Usage” link. Select user(s) from Step1, select time frame from Step 2, select 4506-T Direct from Step 3, and click on Submit Request.
Regular User:  Click on the “View Report Usage” link, select time frame, select 4506-T Direct from the report drop down, and click on Submit Request.

Q: What is the format of Usage Activity report we can receive for 4506-T Direct?
A:  Usage activity is available in Excel format (.xls), which you can export.

Q: How can I resubmit a 4506-T order which has a QC Alert?
A:  If an order has a QC Alert, the Icon  will be displayed in Upload section. Upon clicking on this option, you will be directed to the 4506-T upload page where you can select the browse option to upload the corrected 4506-T form Click on the upload button and the same order number will be resubmitted.

 

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SSN CONFIRM

Q: What is SSN Confirm?
A: SSN Confirm enables you to verify an individual’s Social Security Number directly with the Social Security Administration.

Q: Where can I find the order creation page for SSN Confirm?
A: Click on ” Order” and then select “Verification Services“to create/view SSN orders.

Q: How do I create an SSN Confirm order?
A: Click on the” Enter Order to verify SSN” link.
In the “SSN Verification” page, upload valid signed SSA file along with all the required fields and click on “Submit“.

Q: What do I see on the Active Requests screen?
A:  All orders successfully created will be listed on the Active Requests screen. This section contains the following details:
-   Order:  Order numbers generated when the SSN Confirm request was created.
-   Borrower: Name entered while creating an SSN Confirm order.
-   ID#: Reference ID entered while creating an SSN Confirm order.
-   User: Username of user who created SSN Confirm order.
-   Created: Date and Time when the order was created.
-   Submitted: Date and Time when the order was submitted.
-   Received: Date and Time once order processed from SSN verify service.
-   !:Displays icon if any alert associated with the order have been created by CoreLogic Quality Control or the Social  Security    Administration.
-   Read: Date and Time when the user reads the returned SSN transcript file.
-   File: A PDF attachment with the icon will be present, which can be clicked to view or print the transcript.

 

Q: What is time frame to receive an SSN transcript once the order is created? Will I receive notification upon completion of an order?
A: On average, it takes approximately 30 minutes to get SSN transcript once the order is created. You will receive email notification (sent to the email address entered while creating order) once the Social Security Administration responds to the order request.

Q: Why do I see an exclamation mark on an order I created, and/or why did I not receive an SSN Transcript?
A: This image will be displayed if there is any issue(s) that prevent us from processing the SSN Verify request. Clicking this link, will open the “Important information about your SSN Verify order” page, which lists the reason(s) which caused us to be unable to process your request.

Q: How long is a transcript viewable in active requests and when does it enter archive mode?
A:  You can see all successful transcripts in active listing page for the first seven days. After that time, these orders will be automatically archived for twenty three days. The archived reports can be viewed by clicking the “Show archived requests” link.

Q: How do I retrieve usage activity for SSN Confirm?
A: Admin User: Navigate to Administrator Setup by clicking the Admin link, and then the “Retrieve Usage” link. Select user(s) from Step1, select time frame from Step 2, select SSN Confirm from Step 3, and click on Submit Request.
Regular User:  Click on the “View Report Usage” link, select time frame, select SSN Confirm from the report drop down, and click on Submit Request.

Q: What is format of Usage Activity we receive for SSN Confirm report?
A:  Usage activity is available in Excel format (.xls), which you can export.

Q: How can I resubmit a SSN Confirm order which has a QC Alert?
A: If an order has a QC Alert, the  Icon will be displayed in Upload section. Upon clicking on this option, you will be directed to the SSN Confirm upload page where you can select the browse option to upload the corrected SSA form. Click on the upload button and the same order number will be resubmitted.

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ONSITE

Q: What is OnSite?
A: OnSite is a service performed by CoreLogic, which the results of an on-demand exterior physical inspection of the subject property, photos of the subject property and street view, an overall condition rating, an indication of external factors that may influence marketability, and a summary of local market conditions. OnSite delivers the most up-to-date, accurate information with a turn-around time that leads the industry.

Q: How do I navigate to the OnSite create/manage order page?
A: Click on “Order” and then click on “OnSite” to create/manage OnSite orders.

Q: How do I create an OnSite Order?
A: Click on the “Enter Order for OnSite” link.

In the “Order OnSite Report ” page, enter data for all the required fields, then click “Submit“.

 

Q: What do I see on the Manage OnSite Orders screen?
A:  All orders successfully created will be listed on the Manage OnSite Orders screen. This section contains the following details:

-   Start/End Date  You are free to change the default date range setting, which is set to return reports created within the last 3 months.
-   Refresh List: Search for orders specific to the date range entered in Start/End Date.
-   Client Order ID: Order numbers generated on creating OnSite Order.
-   Loan Number: Displays the loan number entered while creating OnSite order. If this field is left blank when you order, the system will generate an Order ID for the report.
-   Submitted Date: Date and Time when the order was created.
-   Status: Displays the status (In Progress/ Partial Completed/ Completed/ Rejected) of your order.
-   Completed Date: Date and Time that the order was completed.
-   The icon displayed when the order was rejected due to an error. Click on the icon for details.
-   Actions: Links in the form of PDF or HTML format will be present, to view or print the report.

Q: What is time frame for completion of the OnSite report? Will I receive notification upon completion of an order?
A:  The turn-around time for OnSite is approximately 60 – 72 hours after order submission. You will receive an email notification (sent to the email address entered while creating order) once the report is ready to view.

Q: Why do I see exclamation mark in the row with my order?
A: The icon  is displayed when an order is rejected from the OnSite service. You can click on the image to view “Important information about your OnSite order” page, which states the reason the order was rejected.

Q: How do I retrieve usage activity for OnSite reports?
A: Admin User: Navigate to Administrator Setup by clicking the Admin tab, and then select “Retrieve Usage” link. Select user(s) from Step1, select time frame from Step 2, select OnSite from Step 3, and click on Submit Request.

Regular User:  Select “View Report Usage” link, select time frame, select OnSite from select report drop down, and click on Submit Request.

Q: What is the format of the Usage Activity report we can receive for OnSite?
A: Usage activity is available in Excel format (.xls), which you can export.

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DOCUMENT IMAGE SEARCH

The Document Image search page provides direct access to retrieve document images only.  Generally, the document image database includes real property records (also known as Official Records) recorded at the county level.  There are hundreds of types of recorded documents, including deed, mortgages, liens, releases, assignments, transfers, maps, etc.

Available document types, dates ranges, and search methods vary from county to county.  The documents listed below represent some of the varying types available from the Document Image search page.

Abandonment of Homestead Grant Deed Quitclaim Deed
Affidavit Joint Tenancy Deed Record of Survey Maps
Agreement Judgment Referees Deed
Assignment of Rents Lien Release
Assumption Lis Pendens Restriction
Bargin/Sale Deed Mechanic’s Lien Request for Notice of Default
Commissioner’s Deed Modification Satisfaction
Contract for Deed Mortgage Special Warranty Deed
Covenants, Conditions, and Restrictions Notice Subordination
Declaration of Homestead Notice of Completion Tract Maps
Deed Notice of Default Transfer
Deed of Reconveyance Notice of Rescission Trustee’s Deed
Deed of Trust Notice of Trustee Sale Uniform Commercial Code Financing Statement UCC
Easement Parcel Maps Warranty Deed
Fictitious Deed of Trust Power of Attorney
  • State
    Click on the drop down box to select one of the states listed. Only those states listed provide Document Images.
  • County
    Click on the drop down box to select an available county. Only those counties available in the State you have selected will appear.
  • Document Type
    Select the appropriate document type for the selected county.  Each county can have different types available.
  • Criteria
    Enter the appropriate criteria to retrieve the document image for the selected document type.  Each doc type can have different fields available for input.  The number should be entered exactly the way it appears on county records.

A start date is shown after a state and county are selected.  This date represents the earliest date out of all the different document types available in the county (not necessarily for a selected document type).