Encompass Persona-based Training: Post-Closer and Shipper
This hands-on, instructor-led class covers the basic post-closing workflow in Encompass over two 2-hour segments. 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, updating the post-closing form, completing the shipping details tool, and logging collateral tracking. Detailed eFolder activities feature exporting loan documents and clearing post-closing conditions. Participants will also learn timesaving Encompass keyboard shortcuts.
- Updating the Post-Closing form
- ULDD data input and xml output, when applicable
- Completing the Shipping Details Tool
- Logging Collateral Tracking
- Input on the Correspondent Purchase Advice Form, when applicable
- Filling out the Interim Servicing Worksheet, when applicable
- Review of Loan Documents to be Exported
- Exporting Loan Documents
- Reviewing/Clearing Post-Closing Conditions
- Working with Trailing Documents
- Managing the Post Consummation CD
- Finishing the Milestone