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