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.


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

Price: $399

No class events currently scheduled. View Education Calendar