Encompass Persona-Based Training: Post-Closer and Shipper
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,
- submitting XML files
Format
Self-Paced