Live and Recorded Training

Dashboard File Prep for LoanBeam: Uploading and Downloading
Objectives
After completing this course, LoanBeam users should be able to:
Navigate LoanBeam’s Dashboard
Upload Tax Returns to LoanBeam
Classify and resolve missing document notifications
Navigate LoanBeam’s Help Desk
Recommended Audience:

Anyone who uploads files to LoanBeam.

Time
45 Minutes
Register for a LIVE eventWatch a Recorded Version NOW
Encompass File Prep for LoanBeam: Uploading and Downloading
Objectives
After completing this course, LoanBeam users should be able to:
Navigate LoanBeam’s Encompass interface
Upload Tax Returns to LoanBeam using Encompass
Classify and resolve missing document notifications in Encompass
Navigate LoanBeam’s Help Desk
Recommended Audience:

Anyone who uploads files to LoanBeam.

Time
45 Minutes
Register for a LIVE eventWatch a Recorded Version NOW
LoanBeam 101: Workbook Fundamentals
Objectives
After completing this course, LoanBeam users should be able to:
Assess qualifying income using a LoanBeam workbook
Demonstrate an ability to adjust qualifying income using LoanBeam’s basic functions
Understand LoanBeam concepts such as “repeated income groups,” “manual overrides,” and “X to include/exclude”
Recognize the difference between standard templates (Form 91, FNMA SEI 1084, and SAM)
Recommended Audience:

Anyone who performs any risk assessment for the lender. (e.g., Processor, Jr. Underwriter, Underwriter, Risk Manager, UW Manager, etc.)

Time
60 Minutes
Register for a LIVE eventWatch a Recorded Version NOW
LoanBeam 201: Advanced Workbook Scenarios & Troubleshooting
Objectives
After completing this course, LoanBeam users should be able to:
Identify issues related to non-borrower income documents
Demonstrate an ability to combine income contained in split repeated income groups
Determine income based on liquidity testing (FNMA method)
Reconcile business entity changes (e.g., Sole Proprietorship to LLC)
Recommended Audience:

Anyone who performs any risk assessment for the lender. (e.g., Processor, Jr. Underwriter, Underwriter, Risk Manager, UW Manager, etc.)

Time
60 Minutes
Register for a LIVE eventWatch a Recorded Version NOW

Rep & Warrant for Freddie Mac   
Objectives
After completing this course, LoanBeam users should be able to:
Identify key elements within the Freddie Mac Form 91 Excel Workbook
Submit for Rep & Warrant relief via LoanBeam’s web-based dashboard and/or Encompass integration
Interpret Rep & Warrant results from Freddie Mac
Access Freddie Mac & LoanBeam Help and Training Resources
Recommended Audience:

Anyone seeking Rep & Warrant Relief on the LoanBeam Freddie Mac Form 91 Workbook

Time
45 Minutes
Register for a LIVE eventWatch a Recorded Version NOW

Rep & Warrant for Fannie Mae
Objectives
After completing this course, LoanBeam users should be able to:
Identify the R&W amount from the Fannie Mae SEI 1084 Excel workbook
Edit the FNMA SEI 1084 workbook without voiding R&W
Submit the Rep & Warrant amount via Desktop Underwriter using Special Feature Code 777
Access Fannie Mae & LoanBeam Help and Training Resources
Recommended Audience:

Anyone seeking Rep & Warrant Relief on the LoanBeam FNMA SEI 1084 Workbook

Time
45 Minutes
Register for a LIVE eventWatch a Recorded Version NOW

Video Library

User Guides & Printable Resources

User Guides
Details
These various guides explain how to:
Navigate LoanBeam’s Dashboard and LOS integrations
Create, Update, and Delete LoanBeam Applications
Download, Update, and Upload Edited Workbooks
Calculate Income Using LoanBeam Workbooks
Recommended Audience:

All LoanBeam users.

User Guide - LoanBeam DashboardLoanBeam Workbook User GuideUser Guide - EncompassQuick Reference Guide - EncompassFHA Template Job Aid
Administrator User Guides
Details
These various guides explain how to:
Create, Update, and Delete Users
Create, Update, and Delete User Groups (System Access Control)
Create, Update, and Delete Officer Locations (Pipeline Management)
Manage API controls
Recommended Audience:

LoanBeam Administrators ONLY.

Template Management Setting up API connection with EncompassCapturing your LoanBeam APIEnabling Encompass for Freddie MacTesting Best PracticesImplementation Best Practices
Still need help?
Call our support team now!

855-544-2326 Ext. 1