Loan Officer and LO Assistant Training in Encompass®
Loan Officer and LO Assistant Training in Encompass®
This Encompass® training course focuses on best practices for Loan Officers/Originators and LO Assistants as they originate and work in loans using Encompass®. Students learn everything needed to create and manage all loans in the most effective ways possible, so you have more time to focus on your clients. Simply put, you learn how to leverage Encompass like a boss. More than five hours of instructional time.
$795
KMU’s Loan Officer and LO Assistant Training in Encompass includes:
Self-paced, fully online curriculum.
Learning the fundamentals and basics of Encompass.
Encompass “best practices.”
How to manage the largest of pipelines with clarity and expertise.
This is a self-paced KMU course, allowing students to learn online at their own rate.
We also offer live, custom loan originator training delivered remotely, which is specifically tailored to your organization’s Encompass workflow.
Convenient, Online, Comprehensive Training with Encompass Experts
Course Content
(click the “+” to expand and find out more)
+ Introduction to Encompass
- Logging into Encompass
- Important lessons on using Encompass
- Explaining the Different Tabs
- The "Connect" sites
+ Creating and Using Pipeline Views
- Persona vs. Personal Pipeline Views
- Advanced Filters
- Customizing Columns
- Sharing Pipeline Views
+ Creating and Using Dashboards
- Introduction to Dashboards and Snapshots
- Why use a Dashboard versus a Pipeline View
- Building a Snapshot
- Building a Dashboard
- Sharing Snapshots and Dashboards
+ Creating and Using Reports
- Public vs. Private Reports
- Why use a Report versus a Pipeline View
- Building a Report
- Sharing a Report
+ Creating New Loans
- Where can you create a new loan in Encompass
- Using Loan Template Sets
- Updating a Loan File with Loan Templates
+ Reviewing the Input Forms Efficiently
- Input Forms
- Keyboard Shortcuts
- Ordering Services
- Managing Multiple Borrower Sets
- File Contacts
+ Using the eFolder Effectively
- Requesting documents from borrowers
- Requesting document from 3rd parties
- Retrieving documents
- Using the Documents tab
- Using the Preliminary Conditions tab
- Reviewing the Underwriting Conditions tab
- Using the File Manager
- Using the History tab
- "Protecting" documents
+ eConsent and eDisclosures and the Disclosure Tracking Tool
- Sending eConsent
- Creating and Sending eDisclosures
- Ensuring disclosures are sent in time
- Managing disclosure packages properly
- Reviewing disclosures sent
- Reviewing workflows for proper Change of Circumstance disclosures
- Retrieving eSigned Disclosures
+ Running and Working with the Automated Underwriting Systems (AUS)
- How to run the AUS
- How and when to access the AUS platform directly
- Where to find the results
- How to review the results
- When to re-run the AUS
+ Communication Methods and Concepts
- With Borrowers
- With Internal Team Members
+ Working with Product and Pricing
- Qualifying the loan for a product on your Pricing Engine
- Submitting a Lock Request to your Lock Desk
- Making sure that your locked information is what you expected
+ Ordering and Working with the Compliance Reports (MAVENT)
- Understanding the results
- Understanding how to manage the file to correct the results as needed
+ Other Features and Tools to Understand
- Alerts
- Tasks
- Conversation Log
- Milestone Worksheets
- Qualifying Tools
- Audit Trail
+ Complete Walkthrough of all Steps in a Loan File
- Putting all of the Steps Together