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.
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