Encompass Broker Implementation Essentials


Encompass Broker Implementation Essentials

Encompass Broker Implementation Essentials

This is a Broker course that is comprised of 5 sessions occurring over multiple days.

Session 1: Intro to Encompass & Company/User Setup. This session is approximately 2 hours and designed to the take you through the steps of setting up basic information related to the company hierarchy, users, permissions and basic loan setup for Brokers.

Session 2: Loan Setup Part 2. This session is approximately 2 hours and is designed to take you through the more advanced steps of loan setup, including the setup of the eFolder.

Session 3: Tables and Fee/ Contact Setup. This session is approximately 2 hours and is designed to take you through setting up contacts, tables and fees, and business rules.

Session 4: Loan Templates. This session is approximately 2 hours and is designed to take you through the steps of setting up loan templates for loan programs, input form sets, service providers, tasks and data.

Session 5: System Administration. This session is approximately 2 hours. This session takes you through setting up Additional Services, System Administration and Admin Tools.

Price: $1,000.00

Dec 23rd Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of December 23 2019
(7 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
December 23, 2019 8:00 AM - 12:00 PM
December 24, 2019 8:00 AM - 12:00 PM



Jan 13th Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of January 13 2020
(18 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
January 13, 2020 8:00 AM - 10:00 AM
January 14, 2020 8:00 AM - 10:00 AM
January 15, 2020 8:00 AM - 10:00 AM
January 16, 2020 8:00 AM - 10:00 AM



Feb 3rd Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of February 3 2020
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
February 3, 2020 8:00 AM - 10:00 AM
February 4, 2020 8:00 AM - 10:00 AM
February 5, 2020 8:00 AM - 10:00 AM
February 6, 2020 8:00 AM - 10:00 AM



Feb 18th Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of February 18 2020
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
February 18, 2020 8:00 AM - 10:00 AM
February 19, 2020 8:00 AM - 10:00 AM
February 20, 2020 8:00 AM - 10:00 AM
February 21, 2020 8:00 AM - 10:00 AM



Mar 2nd Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of March 2 2020
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
March 2, 2020 8:00 AM - 10:00 AM
March 3, 2020 8:00 AM - 10:00 AM
March 4, 2020 8:00 AM - 10:00 AM
March 5, 2020 8:00 AM - 10:00 AM



Payment Methods

AMEX, MC, VISA and Discover

Visa, MasterCard, and American Express

Refund Policy

See Terms & Conditions