Encompass Persona-Based Training: Closer And Funder
This course is designed to cover the basic closing and funding workflow in Encompass. This 90-minute course includes learner interactions, knowledge checks, and video demonstrations. After you have finished this course, you should have a clear understanding of how to use Encompass to close and fund loans. Essential to this course is your basic understanding of closing and funding a loan.
Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms, generating/sending the Pre-Closing Closing Disclosure, interpreting the fee variance worksheet, reviewing loan the audit/compliance report, monitoring Disclosure Tracking dates, generating/sending the Closing package to the Settlement Agent, managing Documents, files, and Closing Conditions in the eFolder, exporting UCD, marking the final Closing Document, and typical processes performed during the funding process.