# Topic Watch Video
1 NEW: The Dashboard (Custom & Banker Editions)
Use the new and improved Dashboard to graphically monitor business activities, including loan status, historical data, and performance trends.

7:28
2 The Dashboard (Standard & Professional Editions)
Graphically monitor business activities, including loan status, historical data, and performance trends.

2:53
3 The 1003 Form
Use the 1003 form to provide information and details about the borrower's employment and financial status, including their income, bank accounts, assets, and liabilities.

8:42
4 Campaign Management
Create and manage marketing campaigns to drive the acquisition of new leads and maintain communication with existing customers.

11:55
5 The Closing Process
Order and receive closing documents using a single source of information, without leaving Encompass.

6:11
6 Contact Management Basics - 1
Create and manage borrower and business contacts.

6:08
7 Contact Management Basics - 2
Utilize advanced contact management capabilities, including a calendar and tasks list, mail merge, and contact synchronization.
8 Custom Forms and Letters
Create custom forms and custom letters to send to your borrower and business contacts, as well as other appropriate individuals.
9 eDisclosures
Send electronic disclosure packages to borrowers, saving time and reducing costs.

5:14
10 Electronic Document Management
Access and manage the electronic documents associated with a loan.

6:53
11 Encompass WebCenter
Use our state-of-the-art website to attract borrowers and improve customer service.

8:02
12 Enhanced Fannie Mae DO Interface
Learn to receive preliminary findings and submit loans to lenders using the Fannie Mae DO interface.

4:47
13 FHA 203b Loans
Use the forms and features in Encompass to process FHA 203b loans.

13:45
14 GFE
Learn how to complete the GFE and how Encompass discloses fees.

5:38
15 The Loan Log (Standard & Profesional Editions)
View and manage log entries related to historical, current, and expected actions.
16 The Loan Log (Custom Edition)
View and manage log entries related to historical, current, and expected actions.
17 The Loan Log (Banker Edition)
View and manage log entries related to historical, current, and expected actions.
18 Loan Templates
Save time and improve accuracy with the use of loan templates.
19 Ordering Services
Order settlement service from a network of partners and providers without leaving Encompass.

3:25
20 Ordering Title and Closing
Submit title and closing requests to any title agent in the country.
21 Originating Loans
Save time and minimize errors by originating a new loan in Encompass and entering your loan data electronically and ordering your services online.

5:41
22 Encompass Pipeline (Standard & Professional Editions)
View loan summaries and initiate loan tasks.

8:29
23 Encompass Pipeline (Custom Edition)
View loan summaries and initiate loan tasks.

8:29
24 Encompass Pipeline (Banker Edition)
View loan summaries and initiate loan tasks.

8:29
25 Prequalification and Other Tools
(Standard & Professional Editions)
Use the Encompass tools to help you qualify borrowers and process loans.
26 Prequalification and Other Tools
(Custom & Banker Editions)
Use the Encompass tools to help you qualify borrowers and process loans.
27 REGZ-TIL
Learn how to complete the REGZ-TIL in Encompass.
28 Reports
Run predefined and custom reports to help you analyze loan and contact data and activities.

5:13
29 Status Online
Publish loan-status updates to a secure website for viewing by your borrowers and partners.

5:32
30 Trade Management (Banker Edition)
Use the Trade Management option to create and manage bulk loan sales in the secondary market.

5:52
31 The Underwriting Process (Custom & Banker Editions)
Learn to use Encompass tools to manage the process of loan submittal to an underwriter, conditional approval, resubmittal, and final approval.

8:44