Videos

It is recommended that you watch these videos in the order in which they are listed below, as each one builds on concepts introduced in preceding videos.

Encompass Foundations: Logging in to Encompass

Encompass Foundations: The Encompass Environment

Encompass Foundations: Setting Up Your Profile

Encompass Foundations: Key Terms in Encompass

Encompass Foundations: Customizing Your Home Page

Encompass Foundations: Managing Your Pipeline

Encompass Foundations: Managing Views in the Pipeline and eFolder

Encompass Foundations: Completing Milestone Worksheet

Encompass Foundations: Managing Alerts

Encompass Foundations: Getting Help With Encompass

Encompass Foundations: The Encompass HelpPad

Encompass Foundations: Building File Contacts and Business Contacts

Encompass Foundations: Working with the eFolder

Encompass Foundations: Communicating Throughout the Loan

Encompass Foundations: Notifying Users

Take a Tour of Encompass Banker Edition (14:05)
This video tour of Encompass Banker Edition highlights its key features, capabilities, and customization options.

Take a Tour of Encompass Broker Edition (13:16)
This video tour of Encompass Broker Edition highlights its key features, capabilities, and customization options.

Ellie Learns Resources (4:27)
This video shows you how to access Ellie Learns and sign up for training classes and view other ICE Mortgage Technology educational material.

The Dashboard (8:30)
Use the Dashboard to graphically monitor the health of your company, business trends, and employee performance. New drilldown views show specific loans that make up the Dashboard's charts and tables.

Reports (7:36)
Run predefined and custom reports to help you analyze loan, contact, and trades data and activities.

The Loan Log (7:40)
View and manage a variety of Log entries related to historical, current, and expected loan actions using the Loan Log's Alerts & Messages and Log tabs.

Working with Configurable Loan Workflows (16:57)
This video discusses how to set up configurable milestone templates that consist of different configurable milestones and how to apply the different workflows to loan files based on their origination channel or other loan-specific condition.

TPO Management in Encompass (16:32)
This video discusses the External Company Setup settings in Encompass that you must use to set up and manage the third party originators (brokers, correspondents) with whom your company does business.

Encompass 18.4 HELOC Support Demo (11:23)
Join ICE Mortgage Technology Sr. Product Manager Amy Cross as she walks you through the new settings and features introduced in the Encompass 18.4 major release to support the origination and processing of HELOC loans.

Encompass 18.4 Dynamic Data Management Demo (11:50)
Join ICE Mortgage Technology Principal Product Manager Satish Kumar as he walks you through the new Dynamic Data Management tool, which is a scenarios-based rules engine that ensures that the value of any fee or field is automatically populated for various loan scenarios as defined by the administrator, introduced in the Encompass 18.4 major release .

ATR/QM Management Tool (28:09)
Use the ATR/QM Management tool to record the information you obtain to determine the borrower's ability to repay the loan and to document compliance with the CFPB's General ability to repay standards or eligibility for qualified mortgage status.

VA Qualified Mortgages (6:00)
Review the Qualified Mortgage (QM) guidelines for VA loans and learn about the Encompass features that support VA QM loans.

Originating Loans (6:00)
Save time and minimize errors by starting a new loan in Encompass, entering your loan data electronically, and ordering your services online.

The 2015 Itemization Form (6:19)
Use the 2015 Itemization form to enter and define the fees and charges for a loan.

Loan Estimate and Closing Disclosure Input Forms (6:09)
Use the Loan Estimate, RegZ-LE, Closing Disclosure, and RegZ-CD input forms to populate the disclosure output forms that are provided to borrowers.

1003 URLA Part 1 (11:26)
Use the 1003 URLA Part 1 to enter personal information about the borrower, including the borrower’s name, marital status, dependents, contact information, addresses, military service, and language preference.

1003 URLA Part 2 (6:50)
Use the 1003 URLA Part 2 to enter borrower income, including employment, self-employment, and other income, enabling the lender to underwrite the loan to GSE guidelines.

1003 URLA Part 3 (5:55)
Use the 1003 URLA Part 3 to enter borrower assets, liabilities, expenses, and information about properties owned by the borrower.

1003 URLA Part 4 (6:49)
Use the 1003 URLA Part 4 to complete loan and property information, declarations, acknowledgments and agreements, demographic information, and loan originator information.

1003 URLA Lender and Continuation Sheet (8:11)
The 1003 URLA – Lender input form is used by loan officers, administrators, and underwriters. Much of the content on the input form flows in from other input forms, calculations, or templates. Use the Continuation Sheet to enter additional information that will display on the Universal Residential Loan – Continuation Sheet output form.

Borrower Vesting and Non-Borrowing Owners (4:21)
Beginning with Encompass 18.3, a new workflow is used to add non-borrowing owners (for example, title-only spouses) to loans as non-borrowing owner file contacts. Adding a non-borrowing owner file contact automatically populates vesting information for the contact on the Borrower Information – Vesting input form and places the non-borrowing owner in the correct workflow when generating disclosures and closing documents.

Ordering Credit (2:52)
Order, retrieve, and view a credit report without leaving Encompass.

Ordering Appraisals (7:12)
Order, retrieve, import, and view an appraisal report without leaving Encompass. This tutorial also explains how to work with Veros Quick Check results and how appraisers accept orders and submit appraisal reports from the Encompass Appraisal Center.

Encompass Appraisal Center (12:36)
See how appraisers use the Encompass Appraisal Center to receive orders from Encompass originators, return final reports, run Veros Quick Checks, and create a custom Directory Profile to advertise their services in the Encompass Appraisal Directory.

Ordering Title and Closing (5:41)
Order, retrieve, and view title and closing products without leaving Encompass. This tutorial also explains how the title agent can send fees to the originator that can then be imported directly to itemization and closing documents.

Encompass Title & Closing Center (13:04)
See how title and closing agents use the Encompass Title & Closing Center to receive orders from Encompass originators, return final reports and fees, and create a custom Directory Profile to advertise their products and services in the Encompass Title Directory.

Working with the Encompass Flood Service (Powered by CoreLogic) (11:22)
See how to sign up for Encompass Flood Service, enable the service, order flood reports, view the received flood reports and the Encompass fields updated with information from the flood report.

The LO Compensation Tool (17:54)
Set up originator compensation plans and then use the LO Compensation tool to view and manage the compensation being paid, to whom, and how the compensation amount is documented in the loan file.

Managing Loan Originator Compensation (13:44)
This video focuses on the new LO Compensation business rule and Anti-Steering Safe Harbor Disclosure in Encompass designed to help keep your company in compliance with the new Truth In Lending requirements that went into effect on April 1, 2011 when processing loans.

Support for UCD Export XML Files (12:43)
This video discusses how to access the Adjustments and Other Details pop-up window on the Closing Disclosure Page 3, how to enter detailed UCD information in the pop-up window, and how data from the window is populated back to the Closing Disclosure Page 3.

REGZ-TIL (7:11)
Learn how to complete the REGZ-TIL in Encompass and understand how the loan's purpose, amortization type, and term affect the Interest Rate and Payment Summary table.

Processing FHA 203b Loans (10:50)
Use the forms and features in Encompass to process FHA 203b loans.

Processing USDA Loans (8:41)
This video provides a high-level overview of the new Encompass features and enhancements that support the processing of USDA loans.

Loan Templates (10:25)
Save time and improve accuracy with the use of loan templates.

TQL Services (19:54)
Use the TQL Services tool to track total quality loan (TQL) documentation such as fraud reports and compliance reviews. You can also use the tool to share TQL documents with your investor to make sure loans meet the investor's quality requirements.

The Encompass eFolder - Part 1 (eFolder Basics) (12:31)
Learn how to access the eFolder, create documents, and view and edit files associated with a document.
Portions of this tutorial demonstrate capabilities that are specific to Banker Edition.

The Encompass eFolder - Part 2 (Managing Documents) (14:40)
Learn how to request and retrieve electronic files from borrowers and service providers, and then assign them to eFolder documents for tracking.
Portions of this tutorial demonstrate capabilities that are specific to Banker Edition.

The Encompass eFolder - Part 3 (Managing Conditions) (9:50)
Learn how processors and underwriters use the eFolder to review documents, create and apply conditions to documents, and manage conditions.
Portions of this tutorial demonstrate capabilities that are specific to Banker Edition.

Encompass WebCenter (9:31)
Use our customizable website to attract borrowers and provide your customers with access to their loan documents and status updates.

Working with Electronic Documents and eSigning - Loan Center, WebCenter, and Consumer Connect (7:33)
Instead of mailing or faxing document and signature requests to your borrowers, you can send the request via email and have them sign and return them electronically. This method is called eSigning. This video walks borrowers through each step in the eSign process for Loan Center, WebCenter, and Consumer Connect websites and provides the information they need to successfully eSign and return documents.

Working with Electronic Documents and eSigning - Encompass Consumer Connect (3:15)
Instead of mailing or faxing document and signature requests to your borrowers, you can send the request via email and have them sign and return them electronically. This method is called eSigning. This video walks borrowers through each step in the eSign process for Encompass Consumer Connect websites and provides the information they need to successfully eSign and return documents.

Working with Closing Documents (3:44)
Instead of mailing or faxing Closing Document packages to closing agents, attorneys or other contacts, you can store electronic copies of the documents on your Loan Center (or WebCenter) website where your contacts can access them. This video walks your contacts through the steps of logging into your website, and then viewing and printing the Closing Documents.

eFolder Document Training (2:25)
Document training allows an Encompass user to suggest an eFolder file attachment that will be automatically assigned to an eFolder document each time the file is imported into the eFolder. Designated approvers then review and approve the suggestions.

Enhanced Conditions

Enhanced Conditions in Encompass

Enhanced Conditions Setup Video 1: Prepare for Enhanced Conditions

Enhanced Conditions Setup Video 2: Configure Encompass Settings for Enhanced Conditions

Enhanced Conditions Setup Video 3: Creating Enhanced Conditions Types Templates Sets

Enhanced Conditions Setup Video 4: Customize Enhanced Conditions Settings

Enhanced Conditions Setup Video 5: Activate and Enable Enhanced Condition Settings

Enhanced Conditions Setup Video 6: Grant Different Personas Access to Enhanced Conditions Settings

Contact Management - Part 1 (9:41)
Create and manage borrower and business contacts.

Contact Management - Part 2 (9:00)
Utilize advanced contact management capabilities, including a calendar and tasks list, mail merge, and contact synchronization.

Campaign Management (11:05)
Create and manage marketing campaigns to drive the acquisition of new leads and maintain communication with existing customers.

Custom Forms and Letters (7:16)
Create custom forms and custom letters to send to your borrower and business contacts, as well as other appropriate individuals.

Rate Lock (9:05)
Learn how loan originators request a rate lock, and how the lock desk reviews and locks the rate.

Underwriting (10:08)
Learn to use Encompass tools to manage the process of loan submittal to an underwriter, rejection, suspension, or conditional approval of the loan application, resubmittal, and final approval.

Funding (4:15)
Record information related to the funding process and calculate the wire transfer amount for the settlement agent.

Shipping (3:30)
Review investor shipping information and use the eFolder to electronically ship loan documents to an investor.

Introduction to Task-Based Workflows (5:13)
This video discusses the task-based workflow features available in Encompass and Encompas LO Connect that will improve the way loan team members complete tasks during the life a loan.

Configuring Settings for Task-Based Workflows (7:44)
This video explains how to configure the task-based workflow settings in Encompas LO Connect.

Trade Management: Loan Trades (11:40)
Use the trade management feature in Encompass to create and manage loan trades.

Trade Management: Security Trades (10:35)
Use the trade management feature in Encompass to create and manage security trades.

Trade Management: Search and Assign Loan (7:40)
Use the trade management feature in Encompass to search for loans and assign them to loan trades.

Trade Management: MBS Pools (8:19)
Use the trade management feature in Encompass to track Mortgage Backed Security Pools and related fields and carry those fields to the loan level.