Encompass Starter Guide

Version History

Version	Date	Change
1.0	June 21, 2023	n/a

Content Outline

Module 1: Introduction to Encompass

Module 2: Accessing Encompass

Module 3: Navigating Encompass

• Home Page

• Pipeline

• Viewing Loan Information

• Pipeline Views

• Searching for Loans

• Saving Pipeline Views

• Loan Workspace

• Milestone Worksheet

Module 4: The eFolder

• eFolder Tabs

• Documents Tab

• Conditions Tab

• History Tab

Module 5: Ordering Services