Encompass FSB Resource Center:

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Overall Encompass Tidbits

How to - Helpful training and all Staff Tidbits

How to - Add Business Contacts into Encompass

How to - Service Provider Listing

How to - Setting up Bonafide Discount Points

How to - Steps to Send out Print Forms

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Loan Officer/ LOA Procedures

Pre-qualification:

How to - View how a Borrower Completes an App in Consumer Connect

How to - Import a FNMA 3.4 Pre-qual app and Deny

How to - Prequal an App from Consumer Connect

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Disclosing:

How to - Disclose a Pre-Qualified app

How to - Setting up Bonafide Discount Points

How to - Set up the Home-Buyer Counseling Disclosures

How to - Utilize Ice Fees when Disclosing 

How to - See when a Borrower E-signs their Initial Disclosure Package

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Non-central Branches Submitting Files to Processing:

coming soon

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Central Branches Submitting Files to Processing:

How to - Move a File to Processing after Disclosures are E-signed

​​How to - See Helpful Video Trainings

​How to - Consumer Connection Setup Guide

How to - Consumer Connect Tidbits

How to - Training - Loan Officers

How to - Disclosing within Encompass

How to - See how a Borrower(s) Start a Consumer Connect Application

How to - Prequal and Denial Procedures

How to - Brokered Loan Setup

How to - Export from MBOT into Encompass

How to - Extend a Lock within Encompass

How to - Steps for Obtaining e-Consent

How to - Obtain a Link for Borrower to E-sign Initial Disclosures

How to - Wet-Sign Disclosure Process

How to - Earnest Money Input

How to - Locking Loans with ICE PPE

How to - MI Rate Quote Comparison

How to - Service Provider Listing

How to - Setup FHLB and Freddie Grants within Encompass

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Processing Procedures

How to - Helpful Video Trainings

How to - Training - Processing

How to - Understanding the Folder Manager & File Manager

Initial Submission Procedures:

How to - Fee additions

How to - Order an Appraisal within Encompass

How to - Ordering FHA Case Numbers and CAIVRS

How to -Training - Processing USDA Household Income and Certs

Resubmission Procedures:

How to - Redisclosure Fee Level Process

ICD Creation:

How to - ICD - Ordering Docs

How to - No APR by Itemization Lines​​​

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Underwriting Procedures

 

How to - Helpful Video Trainings

More Coming Soon

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ICD and Closer Procedures

How to - Helpful Video Trainings

How to - Training - Closing - Ordering Docs

How to - Mortgage Trustees For Closing

How to - FC States Matrix

How to - Fee additions

How to - No APR by Itemization Lines

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Post-Closing Procedures 

How to - Helpful Video Trainings

More Coming Soon​​​

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Information on Credit Reporting

How to - Understanding Credit - Announcement

How to - FSB Credit 123

How to - Partners Credit Trainings