Encompass Persona-Based Training: Underwriter
This course is designed to cover the basic underwriting workflows 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 perform your essential underwriting duties. Essential to this course is your basic understanding of underwriting.
Topics in this course include:
- working with underwriting forms, tools, and services
- validating loan data, documenting a loan decision
- communicating with other loan team members through the loan
- creating/clearing underwriting conditions
- using the Document Manager
- suspending or denying a loan in Encompass
- typical functions performed during the loan approval process.