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.
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