EXPERIENCE 2021: Encompass Persona-based Training: Originator
This hands-on, instructor-led class covers the basic origination workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, efficiently completing the loan application, ordering services, understanding required fields, requesting eConsent, and uploading and indexing files in the eFolder. Participants will also learn timesaving Encompass keyboard shortcuts.
- Borrower's Summary
- File Contacts
- Locking (if applicable)
- Conversation Log
- Mortgage Insurance
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