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Mortgage Workflow Partners x Knowledge Coop

Mastering Encompass for Users

Larry Bailey, Founder and CEO of Mortgage Workflow Partners, introduces the “Mastering Encompass for Users” training series. Larry has been training Encompass Admins and Users since 2011. This new series offers both core and role-based training that covers best practices and provides detailed insights into the Encompass platform. The training is presented in easy-to-learn lessons, ensuring that every mortgage professional, regardless of their role, can benefit.

Core Training

Gain a complete understanding of the platform, covering all tools, input forms, and methodologies for both desktop and web. Learn methods to reduce workarounds and increase efficiency by understanding the full capabilities of the platform.

Role-Based Training

Learn to use role-based functions in Encompass to improve overall performance whether you are a loan officer, processor, underwriter, closer, or manager. Optimize your workflows by using Encompass the way it was designed.
New User Introduction
Overview of Encompass
Web vs Desktop
Pipeline Tab & Views
Dashboard Tab
Report Tab
Working New Loans
Desktop Input Forms & Tools
Web Input Forms & Tools
Services
Pricing & Locking
Disclosures & Tracking
Managing the eFolder
Tasks & Workflow Tasks

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