Access comprehensive training documents to help you master the Encompass Loan Origination System. These step-by-step guides provide detailed instructions for common tasks and processes.
Complete walkthrough for processing loan applications using Encompass Consumer Connect. Covers the entire process from pipeline management to disclosure generation.
Step-by-step processing walkthrough checklist for loan processors. Essential guide for managing conditioned loans from initial review through milestone completion.
Comprehensive guide for managing applications including adding borrowers, duplicating loans, and managing borrower pairs within the Encompass system.
Master the eFolder File Manager with this comprehensive guide covering all essential document management tasks. Learn to efficiently browse, attach, merge, split, and annotate files within the Encompass system.
Complete guide for ordering tax transcripts through DataVerify. Learn the step-by-step process for 4506-C requests, form updates, and sending requests to borrowers through Consumer Connect.
Learn to customize your pipeline views for optimal workflow management. Control displayed information, column order, and sorting options to match your specific needs.
Complete guide to entering and managing bond loan programs. Learn to select programs, handle pricing, and manage bond registration with agencies.
Learn to handle bonds that function as grants rather than second mortgages. Step-by-step process for entering grant information in the URLA system.
Learn how to properly add an outside second mortgage or down payment assistance loan to your application. Complete process from URLA entry to OB updates and change in circumstances.
Comprehensive guide for handling gift transactions. Learn to enter gift information, generate gift letters, and manage gift documentation through Consumer Connect.
Learn to accurately complete REO (Real Estate Owned) sections in the URLA Part 3. Covers property information, liens, and income calculations.
Complete guide to managing escrow holdbacks from initial setup through final release. Learn the centralized process for tracking and completing holdback requirements.
Complete process for handling brokered loans from duplication through closing. Learn channel updates, fee agreements, and compliance requirements.
Learn to handle change in circumstance scenarios requiring loan re-disclosure. Covers loan estimate updates, fee variance alerts, and disclosure ordering.
Complete guide for generating and sending Notice of Incomplete Application letters. Learn condition management, deadline tracking, and compliance requirements.
Master branch reporting capabilities with comprehensive coverage of report creation, field management, and data filtering for effective pipeline management.
Essential checklist for branch underwriting procedures including cursory review, conditional review, and milestone management for underwriting staff.
Complete guide to the Reggora appraisal ordering system. Learn order placement, pipeline management, and delivery tracking for efficient appraisal processing.
Learn the proper procedure for withdrawing applications in Encompass. Covers forms completion, HMDA information updates, and withdrawal confirmation.
Essential foundational training materials covering core Encompass functionality and processes. These comprehensive guides provide in-depth coverage of key system components and workflows.
Introduction to M/I Financial's Encompass implementation covering workflow fundamentals. Essential starting point for understanding the system architecture and processes.
Comprehensive guide to Encompass fundamentals including navigation, pipeline management, milestones, and eFolder functionality. Essential for all users.
Complete guide to the Consumer Connect borrower portal system. Learn how borrowers interact with the system and how to manage their experience.
Essential training for branch underwriting staff covering UW stages, reviews, milestone advancement, and clear to close procedures.
Comprehensive training for loan officers covering the complete origination process from application to submission for underwriting.
Essential training for loan processors covering pipeline management, loan review, commitment letters, and loan processing through to closing preparation.
Complete guide to Optimal Blue integration covering pricing, locking, concessions, and advanced features for rate management and loan pricing.
Comprehensive coverage of all vendor services integration including AUS, verification services, compliance tools, and third-party integrations.
Specialized training for government loan programs covering FHA and VA forms, management screens, and compliance requirements.
These training aids are regularly updated to reflect the latest Encompass features and best practices. For additional support or questions about these documents, please contact the training team.
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