Encompass Persona-Based Training: Underwriter

This hands-on, instructor-led class covers the basic underwriting workflow in Encompass over 4 hours of training. 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, validating loan summary data, working with underwriting forms, and documenting the loan decision. Detailed eFolder activities include identifying supporting and disclosure documents, reviewing the appraisal, and creating/clearing underwriting conditions with Document Manager. Participants will also learn timesaving Encompass keyboard shortcuts.

Class Agenda

  • Reviewing Loan Summary Data
  • Reviewing Underwriting Forms
  • Completing Flood Determination
  • Reviewing Appraisal
  • Adding Underwriting Conditions
  • Printing 1008 to eFolder
  • Completing Approval Information
  • Printing Commitment Letter & Open Conditions to eFolder
  • Sending loan back to Processor
  • Reviewing Alerts
  • Clearing Underwriting Conditions
  • Updating Underwriter Summary
  • Printing Final 1008 to eFolder
  • Sending loan to Closer

Classroom Course - $399

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