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