Video Tutorials

Borrower Portal Overview (Borrower) (3:42)
This video tutorial shows borrowers how to manage their loan application using the borrower portal. It includes information about accessing the borrower portal, viewing tasks, as well as viewing loan summary and notifications from a loan officer.

Encompass Consumer Connect Demos

Building a Website with Encompass Consumer Connect (4:14)
With Encompass Consumer Connect, you can build a customizable and branded site to attract and retain more borrowers. It is integrated with Encompass and set up is through CMS content management using drag-and-drop widgets. Every page on the site is customizable and configurable. See how easy it is to create a beautiful site in this demo.

Building a Loan Application within Encompass Consumer Connect (10:02)
With Encompass Consumer Connect you can customize the Loan Application that the borrower interacts with. One of the main differences between the workflows is the ability to customize the application to an interview style vs form style. See how you can customize the loan application in this demo.

Borrower Portal within Encompass Consumer Connect (5:53)
The borrower portal can be accessed using the same credentials that the borrower created during the loan application within Encompass Consumer Connect. The portal offers self-service password management as well as displaying to the borrower pieces of information about their loan in real time. See it in action in this recorded demo.

Training Videos

Discover an expansive collection of on-demand training videos designed to enhance your team's expertise and streamline your workflows. You can access the training library now.

Benefits include:

  • End users can focus on topics that help master working in a loan file, use the eFolder, and manage their workflow using the pipelines

  • Administrators can focus on general administration and topics to boost efficiency using tools such as workflow rules, business rules, and automated service ordering

  • Quick, focused videos ranging from 2 to 15 minutes