Video Tutorials
ATR/QM Management Tool (28:09)
Use the ATR/QM Management tool to record the information you obtain to determine the borrower's ability to repay the loan
and to document compliance with the CFPB's General ability to repay standards or eligibility for qualified mortgage status.
VA Qualified Mortgages (6:00)
Review the Qualified Mortgage (QM) guidelines for VA loans and learn about the Encompass features that support VA QM loans.
Originating Loans (6:00)
Save time and minimize errors by starting a new loan in Encompass, entering your loan data electronically, and
ordering your services online.
The 2015 Itemization Form (6:19)
Use the 2015 Itemization form to enter and define the fees and charges for a loan.
Loan Estimate and Closing Disclosure Input Forms (6:09)
Use the Loan Estimate, RegZ-LE, Closing Disclosure, and RegZ-CD input forms to populate the disclosure output forms that are provided to borrowers.
REGZ-TIL (7:11)
Learn how to complete the REGZ-TIL in Encompass and understand how the loan's purpose, amortization type, and term affect the Interest Rate and Payment Summary table.
Processing FHA 203b Loans (10:50)
Use the forms and features in Encompass to process FHA 203b loans.
Processing USDA Loans (8:41)
This video provides a high-level overview of the new Encompass features and enhancements
that support the processing of USDA loans.
Loan Templates (10:25)
Save time and improve accuracy with the use of loan templates.
The Encompass eFolder - Part 1 (eFolder Basics) (12:31)
Learn how to access the eFolder, create documents, and view and edit files associated with a document.
Portions of this tutorial demonstrate capabilities that are specific to Banker Edition.
The Encompass eFolder - Part 2 (Managing Documents) (14:40)
Learn how to request and retrieve electronic files from borrowers and service providers, and then assign them to eFolder documents for tracking.
Portions of this tutorial demonstrate capabilities that are specific to Banker Edition.
The Encompass eFolder - Part 3 (Managing Conditions) (9:50)
Learn how processors and underwriters use the eFolder to review documents, create and apply conditions to documents,
and manage conditions.
Portions of this tutorial demonstrate capabilities that are
specific to Banker Edition.
Working with Electronic Documents and eSigning (10:38)
Instead of mailing or faxing document and signature requests to your borrowers, you can
send the request via email and have them sign and return them electronically. This method
is called eSigning. This video walks borrowers through each step in the eSign process
and provides the information they need to successfully eSign and return documents.
Working with Closing Documents (3:44)
Instead of mailing or faxing Closing Document packages to closing agents, attorneys or other contacts, you can
store electronic copies of the documents on your Loan Center (or WebCenter) website where your contacts can access them.
This video walks your contacts through the steps of logging into your website, and then viewing and printing the Closing
Documents.
eFolder Document Training (2:25)
Document training allows an Encompass user to suggest an eFolder file attachment that will be automatically assigned
to an eFolder document each time the file is imported into the eFolder. Designated approvers then review and approve
the suggestions.