- Business Rules
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
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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