Introduction to Encompass

Introduction to Encompass

Copyright Statement

? 2015 Ellie Mae, Inc. Ellie Mae?, Encompass?, Encompass360?, Encompass CenterWiseTM, Ellie Mae NetworkTM and the Ellie Mae logo are trademarks or registered trademarks of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks of their respective owners. Products, services and programs are subject to change without notice.

Introduction to Encompass Student Guide Rev. 10/12/15

Table of Contents

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Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Course Overview...................................................................................................................................... 2 Student Guide Icons................................................................................................................................. 3

Lesson 1: Encompass Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Introduction and Learning Objectives....................................................................................................... 6 Encompass Features ............................................................................................................................... 7 Log in to Encompass................................................................................................................................ 8 Encompass Environment ......................................................................................................................... 9 Home Page ............................................................................................................................................ 10 Pipeline .................................................................................................................................................. 12 Loan Workspace .................................................................................................................................... 18 Milestones .............................................................................................................................................. 21 Services Tab .......................................................................................................................................... 23 Printing Forms ........................................................................................................................................26 Notifications............................................................................................................................................ 28 eFolder ................................................................................................................................................... 29 Trades - Banker Only ............................................................................................................................. 31 Contacts ................................................................................................................................................. 32 Dashboard.............................................................................................................................................. 33 Reports................................................................................................................................................... 34 Lesson Summary ................................................................................................................................... 36

Lesson 2: Settings and Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Introduction and Learning Objectives..................................................................................................... 38 Settings .................................................................................................................................................. 39 Getting Help with Encompass ................................................................................................................ 41 Shortcuts ................................................................................................................................................ 45 Lesson Summary ................................................................................................................................... 47 Course Summary ................................................................................................................................... 48

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

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Introduction to Encompass

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Introduction

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