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KMU - Workflow Review

Closer Training in Encompass


Description
Whether for your seasoned veteran Closer or your new hire just learning the Encompass ropes, this course covers A to Z workflow as well as tips, tricks, and all those little hidden gems and best practices when closing a loan in Encompass! Self-Paced and online, it works in your schedule and provides live instructor interaction for questions, application, and specifics to you and your company’s Encompass usage.
Content
  • Introduction to Encompass
  • Logging into Encompass
  • Important Lesson on Using Encompass
  • Home Tab
  • Pipeline Tab
  • Contacts Tab
  • Dashboard Tab
  • Reports Tab
  • Consumer Connect Site - Borrowers
  • Loan Connect Site - Third Parties
  • Keyboard Shortcuts
  • Ordering Services
  • 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
  • Public vs. Private Reports
  • Using Reports vs. Pipeline Views
  • Building a Report
  • Sharing a Report
  • Reviewing the Input Forms Efficiently
  • 2020 URLA Input Forms
  • 2009 1003 Input Forms
  • Loan Summary Forms 1008 - FHA LT and VA Loan Summary
  • File Contacts Tool
  • RegZ - CD
  • 2015 Itemization
  • Aggregate Escrow Account
  • Closing Disclosure Part 1
  • Closing Disclosure Part 2
  • Closing Disclosure Part 3
  • Closing Disclosure Part 4
  • Closing Disclosure Part 5
  • Fee Variance Worksheet
  • Closing Vendor Information
  • Borrower Information - Vesting
  • Closing Conditions
  • Property Information
  • Managing Multiple Borrower Pairs
  • Closing with Multiple Borrower Pairs
  • Using the eFolder Effectively
  • Using the Documents Tab
  • Requesting Documents from Borrowers
  • Requesting Documents from Third Parties
  • Retrieving Document from a Third Party
  • Using the Underwriting Conditions Tab
  • Using the File Manager
  • Using the History Tab
  • Setting the Final CD in the eFolder
  • How to Send Files
  • eConsent and eDisclosures and the Disclosure Tracking Tool
  • Overview of the Disclosure Tracking Tool
  • Deeper Dive into the Disclosure Tracking Tool
  • Sending eConsent
  • Running and Working with the Automated Underwriting System (AUS)
  • 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
  • Ordering and Working with the Compliance Reports (Mavent)
  • Working with the Compliance Review
  • Understanding the Compliance Report Results
  • Working with the Pre-Closing and Closing Packages
  • Reviewing Cash to Close
  • Working with a Pre-Close Package
  • Preparing and Sending the Closing Package
  • Reviewing the Docs as a Third Party
  • Retrieving eSigned Disclosures
  • Working with a Post-Consummation CD
  • Other Features and Tools to Understand
  • Working with Alerts
  • Working with Tasks
  • Working with Milestone Worksheets
  • Working with the Audit Trail
  • Quiz and Additional Documents
  • Final Exam
  • Encompass Keyboard Shortcuts
  • Encompass Login Instructions
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 2 years
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