Encompass Mobile Bootcamp for LO Connect
This no-frills course is designed for a Loan Originator on the go. The Encompass Mobile version of LO Connect allows a loan originator to easily contact borrowers and discuss rates, create new loans or opportunities, and order services directly from a smartphone. Beginning with the mechanics of pairing your smartphone to Encompass Mobile and working through Pipeline navigation and loan origination, this online course includes activity simulations that work on a computer, tablet, or smartphone. If you are a technology-savvy, self-starter looking for timely and accurate guidance, this course is all you need.
This course is designed for Loan Officers (LO) on the go! This course covers the common tasks that an LO can perform within the Encompass Mobile version of LO Connect, such as creating Opportunities, eSigning required documents, and ordering services. This course provides the LO with the information needed to effectively and efficiently use the Encompass Mobile version of LO Connect while on the go and includes video tutorials and activity simulations.
Access to LO Connect is not required to complete this course.
- Find and eSign documents from the Pipeline or from within the loan
- Use Opportunities to create Loan Scenarios
- Use the Loan Summary to enter basic borrower and loan data
- Perform Common Origination Tasks within Encompass Mobile including Order Credit, Product and Pricing, and Fannie Mae's Desktop Underwriter (DU) or Freddie Mac's Loan Product Advisor (LPA), eSigning Documents, and finishing a Milestone
- Locate available LO Connect resources