Loan Officer/LOA Training for Encompass
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Using Loan Template Sets
- Introduction to Encompass
- Logging into Encompass
- Important Lesson on Using Encompass
- Home Tab
- Pipeline Tab
- Contacts Tab
- Dashboard Tab
- Reports Tab
- LO Connect Site - Loan Officers/Originators
- Consumer Connect Site - Borrowers
- Loan Connect Site - Third Parties
- Creating and Using Pipeline Views
- Persona vs Personal Pipeline Views
- Advanced Filters
- Customizing Columns
- Sharing Pipeline Views
- Creating and Using Dashboards
- Introduction to Dashboards and Snapshots
- Using Dashboards vs. Pipeline Views
- Building a Snapshot
- Building a Dashboard
- Sharing Snapshots and Dashboards
- Creating and Using Reports
- Using Reports vs. Pipeline Views
- Building a Report
- Public vs. Private Reports
- Sharing a Report
- Creating New Loans
- Where Can You Create a New Loan in Encompass
- Using Loan Template Sets
- Updating a Loan File with Loan Templates
- Reviewing the Input Forms Efficiently
- Borrower Summary Origination
- 2020 URLA Input Forms
- 2009 1003 Input Forms
- All Verification Forms
- Loan Summary Forms 1008 - FHA LT and VA Loan Summa...
- 2015 Itemization
- Aggregate Escrow Account
- RegZ-LE
- Loan Estimate
- Fee Variance Worksheet
- File Contacts Tool
- Borrower Information - Vesting
- Request for Transcript of Tax - 4506C
- Keyboard Shortcuts
- Ordering Services
- Managing Multiple Borrower Pairs
- Managing Non-Borrowing Owners and Spouses
- Using the eFolder Effectively
- Using the Documents Tab
- Using the Preliminary Conditions Tab
- Using the Underwriting Conditions Tab
- Using the File Manager
- Using the History Tab
- Requesting Documents from Borrowers
- Requesting Documents from Third Parties
- Retrieving eSigned Disclosures
- eConsent and eDisclosures and the Disclosure Track...
- Sending eConsent
- Creating and Sending eDisclosures
- Ensuring Disclosures are Sent in Time
- Reviewing Disclosures Sent
- Retrieving eSigned Disclosures
- Overview of the Disclosure Tracking Tool
- Deeper Dive into the Disclosure Tracking Tool
- Running and Working with the Automated Underwritin...
- How to Run the AUS
- Where to Find the Results
- How to Review the AUS Results
- Communication Methods and Concepts
- Communicating with Borrowers
- Communicating Internally
- Communicating with Third Parties
- Working with Product and Pricing
- Qualifying the Loan for a Product on Your Pricing ...
- Submitting a Lock Request to Your Lock Desk
- Demo of EPPS to Request a Rate Lock
- Making Sure That Your Locked Information is What Y...
- Ordering and Working with the Compliance Reports (...
- Understanding the Compliance Report Results
- Other Features and Tools to Understand
- Working with Alerts
- Working with Tasks
- Working with Milestone Worksheets
- Qualifying Tools
- Working with the Audit Trail
- Final Thoughts and Guidance for the Class
- Final Thoughts and Guidance for the Class
- Final Quiz
- Encompass Keyboard Shortcuts
- Encompass Login Instructions
- Course info
