Training

Getting Started

• Video Tour of LoanBeam Resources
• Creating your First Application
• Getting the Results of the Application
• User Guides

Videos

• Reason's for LoanBeam Findings
• LoanBeam YouTube Channel
• LoanBeam Vimeo Video Library

Webinars

• ★ LoanBeam Training Resources - Live Webinars, Pre-Recorded Webinars, Live Session Registration and more.

Template Guide

• Cover Page
• Traditional vs. Distribution method
• Template Features
• Pages Layout

Using the Dashboard

• Dashboard Overview
• LoanBeam Toolbar
• Function Buttons
• Using the LoanBeam Excel Add-in

Empower Training

• Placing an Order to LoanBeam
• Update an Existing Order
• Update the Output file for an Existing Order
• Validation of Submission Data
• The Interface Job Status Log Screen
• Checking Status on the Interface Job Status Log Screen

Encompass Training

• LoanBeam Fundamentals for Encompass Users
• User Guides (Encompass)
• Getting the API key for Encompass
• The API Key in Encompass
• Adding LoanBeam as a Provider in Encompass
• Application Submission (Encompass)

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