Encompass 20.1 September Service Pack Persona-Based Release Notes
Encompass Release Notes are broken down by common Encompass personas. We realize every organization may have slightly different functional definitions for these personas. As such, you may want to review each persona's release note segments before forwarding to ensure they match personas / roles within your organization.
Use the buttons below to view general role definition guidelines for each persona and their related release notes.
These persona-based release notes are intended for use with Encompass Banker Edition only.
To view the dedicated Admin Persona release notes, click here.
The content contained here in the Encompass 20.1 September Service Pack Release Notes are aligned to the Closer / Funder Loan Officer Loan Processor Manager Post Closer Quality Control Reporting Secondary Marketing / Lock Desk Servicer Shipper Underwriter persona using very general role definition guidelines.
The following description is our interpretation of the standard personas' job roles.
Because closers often act as funders and vice versa, the roles are combined for the purpose of Persona Release Notes. Because Secondary Marketing often acts as Lock Desk and vice versa, the roles are combined for the purpose these Persona Release Notes. Basic responsibilities of the Closer / Funder Loan Officer Loan Processor Manager Post Closer Quality Control Reporting Secondary Marketing / Lock Desk Servicer Shipper Underwriter include, but are not limited to, the following:
Manage the closing process
Completes and audits the closing information
Orders closing documents
Reviews, prints, and reorders returned closing documents
They also manage the funding process
Develops business and initiates loans
Develops new client relationships and manages relationships over time
Initiates the loan process
Gathers basic client info
Orders services for prequalification and preapproval
Communicates with processor
Monitors loans in the Pipeline by tracking milestones and items requiring attention
Coordinates people and information to construct and finalize loans
Uses tools such as forms documents, and communication logs
Monitors own Pipeline by tracking milestones and items requiring action
Manages the business
Monitors the Pipelines of loan team members
Manages the bottom line, such as resource assessment and management, and financial forecasting
Confirms all documents are completed and generated
Inspects the loan for quality
Pulls, creates, and manages reports in Encompass
Manages Encompass Reporting Database
Determines pricing strategies and develops / implements loan programs
They also receive and process lock requests
Services the loan
Assists with inventory control and provides input to secondary marketing functions
Ships loans to document custodians and the investor
Verifies loan accuracy
Provides conditions to be met
Verifies that conditions are met
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