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Encompass Persona-Based Training: Originator

This course covers the basic origination workflow in Encompass. This 90-minute course includes learner interactions, knowledge checks, and video demonstrations. After you have finished this course, you should have a clear understanding of how to perform essential origination tasks in Encompass. Essential to this course is your basic understanding of loan origination.

Topics include:

  • navigating Encompass functionality in Forms, Tools, and Services,
  • efficiently completing the loan application
  • ordering credit and other services
  • understanding required fields and other milestone components
  • requesting eConsent
  • preparing/generating/sending the initial disclosure package
  • pricing and floating/locking a loan
  • preparing and redisclosing a changed circumstance
  • working with Documents and the File Manager in the eFolder
  • communicating with other loan team members through the loan.

Format

Self-Paced

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