EXPERIENCE 2023: Configuring HELOCs in Encompass

In this session, you will explore the features and functionality related to Home Equity Line of Credit (HELOC) automation in Encompass. You will also improve your agility by leveraging the HELOC tables, templates, and Dynamic Data Management.


  1. Discuss the benefits of HELOC automation
  2. Use HELOC workflow automation
  3. Configure HELOC workflow automation
  4. Access the available HELOC resources
  5. Ride along the path of available HELOC resources

Price: $399

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