Encompass Persona Training - Loan Closer/Funder

Take a deep dive into the closing and funding workflows within Encompass.

What will I learn?

By the end of this class you will:

  • Complete the closing process using the forms, tools, and services in Encompass 
  • Manage documents, files, and closing conditions in the eFolder
  • Discuss many of the common tasks associated with closing and funding.
  • Review Encompass closing best practices. 

Classroom Course - $299

Session Information

Encompass Persona Training – Loan Closer/Funder Session 1
Session length: 2 hours
The session takes a deep dive into the closing process workflow. Topics include:

  • preparing the closing forms
  • working with fee variances
  • a high level overview of the eFolder documents and conditions tab

Encompass Persona Training – Loan Closer/Funder Session 2
Session length: 2.5 hours
This session addresses sending pre-closing, closing disclosures, and closing doc packages, disclosure tracking review, eFolder management, uploading docs/clearing conditions, and completing the closing milestones. The session will also cover completing the funding worksheets in Encompass, managing eFolder documents, and completing the funding milestone.


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