Training Videos

Title / Description  Locations / URL 
Search for Product & Pricing (Optimal Blue)  Product Pricing v1 
Search for Product & Pricing (Optimal Blue) – Short Version  Product Pricing v2 
How to Originate a Purchase Loan (TBD)
Minimal Requirements 
Purchase Loan TBD 
How to work with Pipeline Views & Reports  Pipeline View and Reports 
How to use the Web Portal / Web Center  Web Portal/Web Center 
Using the eFolder
(attachments, documents, groups)
Using the eFolder
Using the Web Portal
(client experience)
Web Portal/Client Experience
Start with the Encompass Basics
(milestones, views)
Start with the Encompass Basics
LO Basics
(Views, Milestones, eFolder, Con-Log)
LO Basics