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.

Class Agenda

  • 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
  • eFolder
    • 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

Classroom Course - $199

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