Since Roostify is a point-of-sale (POS) platform and is designed to be borrower driven, some AccountChek order management functionality will be determined by which Loan Origination System (LOS) you use (or the AccountChek Dashboard).The table below describes the four main Loan Officer tasks for AccountChek orders created Roostify and what platforms you should use to complete the task.
Task | Description | Location | Directions |
| Refreshing | The refresh task retrieves the most recent transactions on a borrower’s bank accounts. | This action can be completed in AccountChek Dashboard or Encompass users can use Encompass. | Directions can be found here. |
| Importing orders into your LOS | Roostify has an AccountChek integration with Encompass, Mortgage Cadence, Black Knight Empower and the AccountChek Dashboard. This means orders created in Roostify can be imported as a PDF to these platforms. | Roostity | Directions can be found here. |
Viewing & Downloading | After a borrower elects to link accounts during the application flow, bank statement related tasks will automatically be moved to the Completed section. From there, you can then view the borrowers asset summary and download the asset report as a PDF. | Roostify | Directions can be found here. |
Closing an order | Closing the order will end all automated AccountChek communications with the borrower. This is useful if you have closed on the loan and no longer need to refresh. | This action can be completed in AccountChek Dashboard or Encompass users can use Encompass. | Directions can be found here. |