Downloads Encompass Training Manual PDF
Lesson Encompass Overview
Introduction and Learning Objectives
This lesson covers how to log into Encompass and provides a high-level overview of the key features and functions of Encompass. This lesson also covers the specifics on configuring the Home Page and the Pipeline.
Learning ObjectivesBy the end of this lesson, you will be able to:•Configure the Home Page and Pipeline •Define the Loan Workspace•Describe milestones and the milestone worksheet•Add service providers•Print loan documents•Describe the purpose of the eFolder•Describe the purpose of the Trades, Contacts, Dashboard, and Reports features
Encompass Features
Encompass is software used to originate, process, and manage loans. This software provides powerful tools to manage the loan process from start to finish as well as tools to configure, customize, and administer Encompass to match the specific requirements of your company.The key features are:•Front-end and Back-end ProcessesFor the both the Banker and Broker Editions, Encompass includes Customer Acquisition, Marketing, Loan Origination, Processing, Closing, and Business Reporting. The Banker Edition also includes tools for Funding, Shipping, and Secondary Marketing.•Customizable Pipeline ViewEasy access to alerts and loan details without opening the loan file.•Customizable Home PageEasy access to tools, features, system messages, the Encompass Resource Center, and more.•Collaboration and CommunicationLoan processors can communicate internally and remotely with loan officers to track loan status, update information, and view a loan's movement throughout the process.•Contact Management SystemIncludes marketing tool to generate referrals and repeat business.•Business ReportingReporting engine to gain visibility into your business operations.•Settlement ServicesHub to order and manage all of your settlement services.•ClosingClosing system with document preparation services.•AdministrationTools to setup and configure Encompass to meet your company's requirements and help your users complete the loan process accurately. •eDisclosures and eSigningUse the Encompass eFolder to easily and securely send disclosures and other loan document to your borrower and receive back signed documents.
Log in to Encompass
End UsersYour system administrator will create a user profile for you that includes a User ID and Password. Your user profile also contains settings that define access to loan files, and personas that define the Encompass features and functions you will need to use. When you log in, type your User ID and Password, and then select Networked mode. Your system administrator will provide the name of the server to type in the Server field. You may be asked to change your password during your initial login.
Encompass User Guides Downloads Pdf
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