Encompass Persona Training - Post Closer/Shipper

This session will demonstrate tasks typically completed by the shipper and post-closer to send the loan to the investor.

What will I learn?

By the end of this class you will:

  • Practice the shipping and post-closing processes within Encompass.
  • Discuss many of the common tasks associated with post-closing and shipping.
  • Review Encompass shipping and post-closing best practices.

Classroom Course - $199

Session Information

Encompass Persona Training – Loan Post Closer/Shipper
Session length: 1.5 hours
This session will cover completing the Shipping Detail tool, and using the Post-Closing Collateral Tracking tool within Encompass. Students will review submitting loans to investors, exporting the Uniform Loan Delivery Dataset (ULDD), and submitting the Uniform Closing Dataset (UCD). Additional topics include:

  • eFolder management to help create and clear post-closing conditions
  • completing the Interim Servicing Worksheet and Purchase Advice
  • completing the shipping and post-closing milestones

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