Experience 2021: Persona-based Training: Underwriter
This hands-on, instructor-led class covers the basic underwriting workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating loan summary data, working with underwriting forms, and documenting the loan decision. Detailed eFolder activities include identifying supporting and disclosure documents, reviewing the appraisal, and creating/clearing underwriting conditions with Document Manager. Participants will also learn timesaving Encompass keyboard shortcuts.
- Loan Review
- File Contacts
- Conversation Log