EXPERIENCE 2021: Persona-based Training: Closer

This hands-on, instructor-led class covers the basic closing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms in order to generate the Closing Disclosure and the Closing package, along with interpreting the fee variance worksheet. Detailed eFolder activities include fee documentation from appraisal invoice and tile report, identifying underwriting closing conditions, sending/retrieving the pre-closing CD, and sending the closing package to the Settlement Agent. Participants will also learn timesaving Encompass keyboard shortcuts.


  • Preparing for Closing Docs
  • Reviewing Fee Variance Worksheet
  • Reviewing Disclosure Tracking
  • Reviewing Closing Conditions
  • Preparing Closing Forms
  • Reviewing 2015 Itemization
  • Reviewing/Completing RegZ – CD
  • Reviewing/Completing Closing Disclosure, all pages
  • Sending Pre-Closing CD to Borrower
  • Demo: eSigning CD as Borrower
  • Sending Closing Docs Package to Settlement Agent
  • Retrieving Closing Docs as Escrow Company
  • Completing HMDA Info
  • Completing Funding Worksheet
  • Completing Doc Signing Milestone

Price: $399

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