Encompass Persona-Based Training: Processor
This course is designed to cover the basic processing workflows 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 perform your essentials processing duties. Essential to this course is your basic understanding of processing.
Topics include:
- navigating Encompass functionality in Forms, Tools, and Services
- working with loan and program specific forms to validate borrower and loan data
- requesting order-out services and compliance
- managing Documents in the eFolder
- requesting/retrieving/reviewing supporting documents, working with the File Manager
- communicating with other loan team members through the loan
- working with preliminary and underwriting conditions
- retrieving disclosures
- preparing and redisclosing a changed circumstance
Format
Self-Paced