WorksheetsEncompass 101
Total questions: 15
Worksheet time: 8mins
Encompass is used for...
Completing the application
Collecting the mortgage payment
Processing the loan
Underwriting the loan
You can NOT have multiple instances of Encompass open
True
False
The loan application is called the
2015
1099
1003
1018
At AmeriHome we work off of the
Resources
Dashboard
Pipeline
Home Screen
The Resource Center has...
Videos
Knowledge
Policies and Procedures
Quick References
Where do you add or review documents?
My Documents
Desktop
eFolder
Document Folder
Milestone Comments
Conversations with the borrower
Shows the movement of the loan and steps completed
Conversations with third parties
Document any steps completed and needed
Conversation Logs are accessed through...
Forms
Logs
Tools
Services
The Loan Information ribbon has all of the following BUT
Property Address
Borrower's Name/s
Loan ID
LTV
Loan Lock
Alerts and Messages
Alerts are green
Alerts are Red
Messages are from Borrower Actions
Messages are from your Manager
If you have a borrower Complaint you should
Tell your supervisor only
Keep it a secret
Click on Complaint link on Encompass Loan Info Form
Step 1 and Step 3
The (C) indication on the forms means
The C Version of the Form
Customized Form
It is in alphabetical order
Required to be filled by the Customer
The Borrower icon
Allows you to complete minor edits
Shows contact numbers and email for the borrower/s
Allows you to see the credit report
Allows you to order a credit report
None of the above
The eFolder can be customized just like the pipeline
True
False
As a Processor, INITIALLY you will be working on loans in
Started
Processing
File Prep
Underwriting
