We are dedicated to providing top talent for the mortgage banking industry. With over 15 years of experience in this space we are able to identify the right person for your organization and provide them with the necessary skills so that they have all the tools to adapt and use your technology.
Most of the mortgage organizations find the process of recruiting and training the mortgage operations personnel for effectively using Encompass 360 a tedious one. We can recruit and train loan operations personnel specifically for the mortgage space.
- We offer a complete recruitment solution including training in Encompass 360 to clients across the U.S. Mortgage Industry.
- We prioritize learning our client’s culture, requirements, and marketplace before searching for candidates.
- We guarantee operational excellence by driving the on boarding & off boarding experience for all of our recruits.
- We have the required resources, a genuine hands-on approach and the mortgage market knowledge to deal with all your requirements effectively and efficiently.
We provide the recruitment and training services for the following mortgage roles:
Educating your team on using encompass effectively is one of the most critical parameters to succeed with Encompass360 system implemented in your organization. Working with Encompass for many years, professionals at Take Five Consulting understand most of the scenarios where bankers need encompass loan origination software training.
Take Five Consulting offers a comprehensive Encompass 360 training that guides the recruits through Encompass Admin training and the Encompass end user training concepts to ensure that your organization will get the most from the Encompass Tool.
Depending on the mortgage role, we provide the necessary training module to the recruits so that they are ready to start immediately in the job role.
Introduction to Encompass
Provides novice users with a comprehensive hands-on approach for successfully navigating and leveraging the Encompass Home Page, Pipeline Views, eFolder, and other features.
The Encompass Workflow
Provides new Encompass users with hands-on experience for taking a loan from origination all the way through closing.
Originating Construction/Construction to Perm Loans
Effectively Originating Construction/Construction to Perm Loans in Encompass – Provides users with hands-on practices and insight for using the new construction management features in Encompass to originate construction loans.
Troubleshooting and Support Resolution
Effective Encompass Troubleshooting and Support Resolution – Provides users with the ability to troubleshoot Level 1 support issues, including job process, setup, and user error issues.
Encompass Compliance Service
Provides System Administrators, Processors, Underwriters, and Closers with hands-on practices for leveraging compliance settings, understanding Credits, Cures, Fee Variances, and the Construction Review.
Introduction to Encompass Consumer Connect
Provides loan officers and marketers with hands-on practice for using Encompass Consumer Connect’s content management system to create web content, along with utilizing the Admin Portal to configure the solution.
Input Forms in Encompass
Creating and Customizing Input Forms in Encompass – Provides instruction on how to effectively create, deploy, and maintain complex input forms, custom fields, and macros.
Best Practices/Processes with Expert Business Rules
Enforcing Best Practices/Processes with Expert Business Rules – Provides hands-on experience for harnessing the power and flexibility of business rules to help streamline, manage, and enforce business practices and processes.