Encompass 101

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