EXPERIENCE 2021: Encompass Persona-based Training: Processor

This hands-on, instructor-led class covers the basic processing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating borrower and loan data, and requesting order-out services. Detailed eFolder activities feature requesting/retrieving supporting documents, splitting and indexing files, reviewing signed disclosures, and managing underwriting conditions. Participants will also learn timesaving Encompass keyboard shortcuts.

Objectives

  • Loan Review
  • eFolder
  • Verifications
  • Services
  • File Contacts
  • Conversation Log

Price: $399


2021 Schedule

Dates
March 9
Price:
$399
Location:
Virtual Class Online
Time: 8:00 AM - 12:00 PM PST
Dates
March 15, 16
Price:
$399
Location:
Virtual Class Online
Time: 10:30 AM - 12:30 PM PST