EXPERIENCE 2021: Encompass Persona-based Training: Processor

This hands-on, instructor-led class covers the basic processing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating borrower and loan data, and requesting order-out services. Detailed eFolder activities feature requesting/retrieving supporting documents, splitting and indexing files, reviewing signed disclosures, and managing underwriting conditions. Participants will also learn timesaving Encompass keyboard shortcuts.

Objectives

  • Loan Review
  • eFolder
  • Verifications
  • Services
  • File Contacts
  • Conversation Log

Price: $399


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