Encompass Persona-Based Training: Closer

This hands-on, instructor-led class covers the basic closing workflow in Encompass over 4 hours of training. The first segment is followed by a break to allow students to eat, answer emails, return phone calls, etc. After the break, class will resume and students will complete their studies.

Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms in order to generate the Closing Disclosure and the Closing package, along with interpreting the fee variance worksheet. Detailed eFolder activities include fee documentation from appraisal invoice and tile report, identifying underwriting closing conditions, sending/retrieving the pre-closing CD, and sending the closing package to the Settlement Agent. Participants will also learn timesaving Encompass keyboard shortcuts.

Class Agenda

  • Preparing for Closing Docs
  • Reviewing Fee Variance Worksheet
  • Reviewing Disclosure Tracking
  • Reviewing Closing Conditions
  • Preparing Closing Forms
    • Borrower Information – Vesting
    • Property Information
    • Aggregate Escrow Account
    • Closing Vendor Information
    • Closing Conditions
  • Reviewing 2015 Itemization
  • Reviewing/Completing RegZ – CD
  • Reviewing/Completing Closing Disclosure, all pages
  • Sending Pre-Closing CD to Borrower
  • Demo: eSigning CD as Borrower
  • Sending Closing Docs Package to Settlement Agent
  • Retrieving Closing Docs as Escrow Company
  • Completing HMDA Info
  • Completing Funding Worksheet
  • Completing Doc Signing Milestone

Classroom Course - $399

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