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
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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
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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
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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
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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 - Encompass
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 you LoanBeam APIEnabling Encompass for Freddie MacTesting Best PracticesImplementation Best Practices
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