Encompass Broker Implementation Essentials


Encompass Broker Implementation Essentials

Encompass Broker Implementation Essentials

This 4-day Instructor-led Broker Implementation Essentials course helps you understand and implement the fundamental settings to begin Originating and Processing loans in Encompass.

Course Duration: 2.5 hours each day for 4 consecutive days.

Your instructor will demonstrate the Encompass software settings using Zoom video. For the best learning experience, we recommend that you use two monitors, if possible. One is for the Instructor’s demonstration while the other is for your hands-on implementation in your Encompass.

Adults retain information and increase productivity as they interact with the instructor and other attendees taking the course. Please be prepared to unmute your phone in order to respond to the Instructor’s questions and to interact with attendees. While not required, you may turn on your video camera.

Day 1: You will perform the steps for setting up your Company Information, Services Password Manager, Organizations and Users, Personas, Milestones, Auto Loan Numbering, Loan Folders, Alerts and Tasks. You will learn how to find answers and HELP within the Resource Center, along with how to Manage Contacts, which allows you to create Technical Support Cases when you have Encompass issues.

Day 2: You will perform the steps for setting up Default Input Forms, Custom Print Forms, Print Form Groups, Loan Custom Fields, and the eFolder. Although most Brokers do not send the borrowers the Loan Estimate within the Disclosure package, the trainer will demonstrate how to send an “At Application Package,” which does not include the Loan Estimate.

Day 3: You will perform the steps for setting up Borrower and Business contacts, Tables and Fees, updating the MI Tables for FHA and VA loans, and 2015 Itemization fees for predefined closing costs.

Day 4: You will set-up a loan Loan Template Set, which includes templates for Loan Programs, Closing Costs, Input Form Sets, Document Sets, Tasks Sets, and Data Templates. You will learn about long-term maintenance as an Admin in System Administration settings, where you can manage Current Logins, All Users, Unlock Loans, and Reassign Loans. In Additional Services, you’ll see how to give users access to the efolder. You will also learn how to search the Resource Center for helpful answers to common questions.

The Instructor has the right to move some topics to other days, if the need arises and is in the best interest of productivity for training.

Price: $1,000.00

Jan 25th Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of January 25 2021 (Virtual Classroom)
(12 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
January 25, 2021 8:00 AM - 10:30 AM
January 26, 2021 8:00 AM - 10:30 AM
January 27, 2021 8:00 AM - 10:30 AM
January 28, 2021 8:00 AM - 10:30 AM



Feb 22nd Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of February 22 2021 (Virtual Classroom)
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
February 22, 2021 8:00 AM - 10:30 AM
February 23, 2021 8:00 AM - 10:30 AM
February 24, 2021 8:00 AM - 10:30 AM
February 25, 2021 8:00 AM - 10:30 AM



Mar 22nd Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of March 22 2021 (Virtual Classroom)
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
March 22, 2021 11:00 AM - 1:30 PM
March 23, 2021 11:00 AM - 1:30 PM
March 24, 2021 11:00 AM - 1:30 PM
March 25, 2021 11:00 AM - 1:30 PM



Payment Methods

AMEX, MC, VISA and Discover

Visa, MasterCard, and American Express

Refund Policy

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