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Encompass System Walkthroughs

Learn how to navigate and use the Encompass Loan Origination System with our comprehensive video walkthroughs and guides.

Encompass Desktop System

NEW

Get familiar with the Encompass desktop version interface, navigation, and key features through our 10-step orientation guide.

What You'll Learn:
  • How to access resources, support tools, and admin portals
  • Working with pipeline views and customizing your workspace
  • Understanding milestones and log tracking
  • Using forms, tools, and services panels
  • Commitment letter generation and document management
View Walkthrough

Encompass Consumer Connect (ECC)

NEW

Learn how borrowers will interact with the Encompass Consumer Connect portal for a smoother application experience.

What You'll Learn:
  • How borrowers access and navigate the ECC portal
  • The application workflow from start to finish
  • Document upload and electronic signature process
  • Communication tools between borrowers and loan officers
  • Status tracking and milestone notifications
View Walkthrough

Coming Soon

We're developing additional walkthrough guides for specific roles and processes. Check back soon for more detailed tutorials on:

Loan Pricing & Locking

Disclosure Generation

Quality Control Process

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