Is encompass easy to learn?

Is encompass easy to learn?

Encompass is easy to use with proper training for every employee. Review collected by and hosted on G2.com.

How do you start a loan in encompass?

To Start a New Loan from the Pipeline Tab: 1 Click on the Loan Folder and Select My Prospects. 2 Click the New Loan icon. 3 In the New Loan window, select the template, Retail Loans and click Select Template. At the top of the Borrower Summary Form, select the dropdown on Channel.

How can I speed up my encompass?

So here are the top five quick tips that may speed up Encompass for your team:

1. Restart Encompass regularly (once a day).
2. Disconnect from your Virtual Private Network (whenever and if possible).
3. Restart your computer at the end of the day.
4. Make sure you have a good internet connection.

What is encompass used for?

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.

How do you lock rate in encompass?

1. LOCKING LOANS IN ENCOMPASS – UNDER FORMS TAB. CHOOSE RHF LOCK REQUEST FORM.
2. CLICK ON GET PRICING. THIS WILL INTERFACE WITH THE MPS SYSTEM.
3. PLEASE MAKE SURE YOU PICK THE CORRECT NUMBER OF DAYS AND.
4. WHEN LOCK DESK IS CLOSED YOU WILL NOT HAVE AN OPTION TO.
5. CLICK SUBMIT TO BRING LOCK INFO BACK TO ENCOMPASS.

How does encompass work?

Encompass allows any loan officer and underwriter to track loan applications throughout the whole origination process, arrange loan files systematically and utilize process automate to complete loan underwriting tasks in a matter of seconds.

How do you link a loan in encompass?

How to merge loans in Encompass

1. Open the primary borrower’s loan file from the pipeline.
2. Click on the Tools tab, then click Co-Mortgagors or the page and pencil at the top left to access Manage Borrowers.
3. To import a borrower, click the Import button.
4. Select Source Another Loan File.

How do you search in encompass?

Run a search

1. Select the Search you require.
2. Enter the Company Name or Company Number (Identifier).
3. Click Submit.
4. Select the result. You will be advised of the cost.
5. Click Submit.

How do I extend a rate lock in encompass?

To request a rate lock extension, click the Extend Lock button on the Lock Request Form tool. 2. On the Extension Request window, enter the Days to Extend, Price Adjustment, and Comments as needed, and then click Request Extension. Settings, the lock is automatically locked and confirmed.

What does an encompass® 360 analyst do?

Analyze the workflow and user interaction with the system to identify and develop proper training documentation for Encompass® 360. Create and manage company and user setups, roles and personas. Keep the loan setup setting updated against the ongoing business needs. Manage documentation through document library and custom build documents as needed.

How do I use the Encompass360 help menu?

The Help menu at the top of your Encompass360 window contains options that take you directly to the information you need. Each option is described below. The online help system provides comprehensive Encompass information, including detailed descriptions of features and tools, step-by-step instructions, and tutorial videos.

How does the encompass server application work?

The Encompass Server application runs on a server and is accessed by users who are running the Encompass SmartClient application on their computers. Validate Your System Requirements Before installing the Encompass SmartClient, please check the latest system requirements.

How do I log in to encompass SmartClient?

Encompass SmartClient Installation and Login Instructions. 1 Click the Login via Single Sign On (SSO) button to go to your IdP log in screen. 2 On your IdP log in screen, enter the required credentials provided by your company, and then click Sign In.