Videos

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

Encompass Major Release Enhancement Overview Videos

To help you get the most out of Encompass Major Releases, we’ve created video tutorials covering some of our key release enhancements. In the videos below, our technology experts provide a visual walk-through of select new features and cover how to integrate them into your Encompass workflow.

Encompass 25.2 Major Release Enhancement Overview Videos

Video 1: Document management update: eConsent status displayed in web document workflows

Video 2: Workflow automation updates: Covers the following enhancements:

• A new automated action to move loans between pipeline folders

• Automated document delivery to mortgage insurance providers

• Enhanced search functionality for Workflow Engine rule tags

Encompass 25.1 Major Release Enhancement Overview Videos

Video 1: Loan processing updates. Covers the following enhancements:

• Validating subject property addresses

• ICE Mortgage Analyzer document expiration tracking

• Configuring Encompass Compliance Service compliance checks by loan stage and channel (Encompass 25.1 April Service Pack)

Video 2: Industry guideline update: Updated Industry Loan Application Dataset (iLAD) support for the MISMO 2.1 specifications

Video 3: Compliance updates: Support for updated agency county-based loan limits in Connecticut