This course is designed to cover the basic shipping and post-closing 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 shipping and post-closing.
Topics include navigating Encompass functionality in Forms, Tools, and Services, completing the Post-Closing form and shipping details tool, reviewing documents in the eFolder, shipping files to investors, Collateral Tracking tool, managing Investor stipulations, clearing and tracking post-closing conditions, completing the Interim Servicing Worksheet and Purchase Advise Form, registering MERS, completing and delivering the ULDD/PDD, and submitting XML files.