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Encompass File Prep for LoanBeam: Uploads and Downloads
After completing this course, LoanBeam users should understand how to:
• Access LoanBeam via the Encompass
• Upload tax returns to LoanBeam
• Classify and resolve missing document notifications
• Formulate an opinion of the borrower's Qualifying Income using the LoanBeam Workbook
• Navigate LoanBeam’s Help Desk
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