Encompass Persona-Based Training: Originator

This course covers the basic origination 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 perform essential origination tasks in Encompass. Essential to this course is your basic understanding of loan origination.

Topics include:

navigating Encompass functionality in Forms, Tools, and Services,
efficiently completing the loan application
ordering credit and other services
understanding required fields and other milestone components
requesting eConsent
preparing/generating/sending the initial disclosure package
pricing and floating/locking a loan
preparing and redisclosing a changed circumstance
working with Documents and the File Manager in the eFolder
communicating with other loan team members through the loan.