Encompass Broker Implementation Essentials


Encompass Broker Implementation Essentials

Encompass Broker Implementation Essentials

This is an Instructor-led Broker course covering 8 hours of content.

Module 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.

Module 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.

Module 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.

Module 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.

Module 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

Oct 5th Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of October 5 2020
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
October 5, 2020 8:00 AM - 10:30 AM
October 6, 2020 8:00 AM - 10:30 AM
October 7, 2020 8:00 AM - 10:30 AM
October 8, 2020 8:00 AM - 10:30 AM



Oct 12th Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of October 12 2020
(15 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
October 12, 2020 8:00 AM - 10:30 AM
October 13, 2020 8:00 AM - 10:30 AM
October 14, 2020 8:00 AM - 10:30 AM
October 15, 2020 8:00 AM - 10:30 AM



Oct 26th Virtual Class Online, CA
Encompass Broker Implementation Essentials - October 26-29 2020 (Virtual Classroom)
(16 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
October 26, 2020 8:00 AM - 10:30 AM
October 27, 2020 8:00 AM - 10:30 AM
October 28, 2020 8:00 AM - 10:30 AM
October 29, 2020 8:00 AM - 10:30 AM



Nov 16th Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of November 16 2020
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
November 16, 2020 11:00 AM - 1:30 PM
November 17, 2020 11:00 AM - 1:30 PM
November 18, 2020 11:00 AM - 1:30 PM
November 19, 2020 11:00 AM - 1:30 PM



Dec 1st Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of December 1 2020
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
December 1, 2020 8:00 AM - 10:30 AM
December 2, 2020 8:00 AM - 10:30 AM
December 3, 2020 8:00 AM - 10:30 AM
December 4, 2020 8:00 AM - 10:30 AM



Dec 14th Virtual Class Online, CA
Encompass Broker Implementation Essentials - Week of December 14 2020
(20 seats remaining)

Event Schedule

Virtual Class Online
Pacific Time (USA)/los_Angeles
December 14, 2020 11:00 AM - 1:30 PM
December 15, 2020 11:00 AM - 1:30 PM
December 16, 2020 11:00 AM - 1:30 PM
December 17, 2020 11:00 AM - 1:30 PM



Payment Methods

AMEX, MC, VISA and Discover

Visa, MasterCard, and American Express

Refund Policy

See Terms & Conditions