Target audience
- Encompass administrators
- Business analysts
- Managers
- Decision makers
What level of experience is needed?
None
Are there any pre-requisites?
None
Course description:
Ready to transform your loan workflow with the latest Encompass innovations?
Users still working in the Encompass desktop interface?
Not using Enhanced Conditions?
ICE has you covered! Join us for an immersive, hands-on experience that showcases how to revolutionize your loan process using Workflow Tasks—all within the familiar Encompass desktop interface. No need to enable Enhanced Conditions to take advantage of this powerful functionality.
You’ll experience a real-world loan scenario, exploring how tasking can simplify and accelerate your workflow. Plus, if you're curious about the Encompass web interface, you'll get a sneak peek at how these workflows translate across platforms.
We’ll also dive into the administrator settings that make it all possible, so you leave equipped to configure and deploy smarter tasking strategies for your team.
By the end, you’ll be ready to revolutionize your loan workflows and help your users task smarter, not harder.
Learning objectives:
By the end of this workshop, participants will be able to:
- Use simple tasking in Encompass to revolutionize your loan workflows
- Assess your organization’s current processes to find where simple tasking can simplify and shorten the loan workflow
- Configure and automate Workflow Tasks using best practices
Real-world application
- Showcase simple tasking methods to managers and decision makers
- Review and identify areas for improvement with current workflows
- Deploy simple tasking for users working in the Encompass desktop interface