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Encompass Persona-Based Training: Post-Closer and Shipper

This course is designed to cover the basic shipping and post-closing 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 use Encompass to close and fund loans. Essential to this course is your basic understanding of shipping and post-closing.

Topics include:

  • navigating Encompass functionality in Forms, Tools, and Services
  • completing the Post-Closing form and shipping details tool
  • reviewing documents in the eFolder
  • shipping files to investors
  • Collateral Tracking tool
  • managing Investor stipulations
  • clearing and tracking post-closing conditions
  • completing the Interim Servicing Worksheet and Purchase Advise Form
  • registering MERS
  • completing and delivering the ULDD/PDD,
  • submitting XML files

Format

Self-Paced

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