Encompass Persona-Based Training: Post-Closer and Shipper

This course is designed to cover the basic shipping and post-closing 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 use Encompass to close and fund loans. Essential to this course is your basic understanding of shipping and post-closing.

Topics include:

navigating Encompass functionality in Forms, Tools, and Services
completing the Post-Closing form and shipping details tool
reviewing documents in the eFolder
shipping files to investors
Collateral Tracking tool
managing Investor stipulations
clearing and tracking post-closing conditions
completing the Interim Servicing Worksheet and Purchase Advise Form
registering MERS
completing and delivering the ULDD/PDD,
submitting XML files