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EXPERIENCE 2021: Advanced Web Input Form Builder

This session is for Encompass Administrators and users using the current Input Form Builder (IFB) tool who want to explore the Web Input Form Builder (WIFB). You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications such as Loan Officer Connect using the Web Input Form Builder.
Audience: System Administrators and users with authority to use the Input Form Builder
Knowledge Level: Advanced

$399.00

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EXPERIENCE 2021: Automation Through Expert Business Rules

This session is aimed at Encompass Administrators who have familiarity with VB.NET and have created simple business rules. In this program we will explore the power and flexibility of advanced business rules to help streamline, manage, and enforce business practices and processes. Learn to create, deploy, test, and manage business rules in Encompass.
Audience: Encompass Administrators
Knowledge Level: Advanced

$399.00

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EXPERIENCE 2021: Encompass Persona-based Training: Originator

This hands-on, instructor-led class covers the basic origination workflow in Encompass over 4 hours of training. The first segment is followed by a break to allow students to eat, answer emails, return phone calls, etc. After the break, class will resume and students will complete their studies.

Topics include navigating Encompass functionality in Forms, Tools, and Services, efficiently completing the loan application, ordering services, understanding required fields, requesting eConsent, and uploading and indexing files in the eFolder. Participants will also learn timesaving Encompass keyboard shortcuts.

$399.00

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EXPERIENCE 2021: Encompass Persona-based Training: Processor

This hands-on, instructor-led class covers the basic processing workflow in Encompass over 4 hours of training. The first segment is followed by a break to allow students to eat, answer emails, return phone calls, etc. After the break, class will resume and students will complete their studies.

Topics include navigating Encompass functionality in Forms, Tools, and Services, validating borrower and loan data, and requesting order-out services. Detailed eFolder activities feature requesting/retrieving supporting documents, splitting and indexing files, reviewing signed disclosures, and managing underwriting conditions. Participants will also learn timesaving Encompass keyboard shortcuts.

$399.00

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EXPERIENCE 2021: Encompass System Administration And The New URLA

EXPERIENCE 2021 REGISTRATION NOT REQUIRED FOR CLASS ENROLLMENT.

This two-day training will allow Encompass administrators to experience the end user workflow changes and navigate the admin settings related to the new redesigned URLA in Encompass. Our experienced trainers will provide practical application and hands-on activities to guide administrators in the set-up of the new URLA in Encompass. Each participant will receive a participant guide with exercises.

What will I learn?
By the end of this class you will:
• Explore the end user workflow changes
• Navigate the new URLA settings and their impacts
• Implement the URLA workflow changes
• Use an action plan to test and release the URLA workflow changes
• Locate available resources

$795.00

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EXPERIENCE 2021: Enhance Your Encompass Workflow With Dynamic Data Management

Are you an Encompass administrator ready to automate your Encompass workflow with a simple, efficient solution?
Dynamic Data Management will help you do just that. Our streamlined solution offers a wide array of flexible options to replace your complex business rules, closing cost templates, and system tables. With Dynamic Data Management, you gain more opportunities for workflow automation, streamlined maintenance capabilities, and better insight into your system configuration.

By the end of this course, you should be able to:
• Discuss the evolution of Dynamic Data Management
• Explain the benefits, use cases and performance impacts of Dynamic Data Management
• Work with Dynamic Data Management rules using data tables and scenarios
• Explore the difference between using data tables and multiple scenarios
• Determine how conflicts between Dynamic Data Management rules and Field Triggers business rules are handled

$399.00

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EXPERIENCE 2021: Generating The New URLA With Encompass

EXPERIENCE 2021 REGISTRATION NOT REQUIRED FOR CLASS ENROLLMENT.

This one-day training will provide end users with the skills to navigate the redesigned URLA and the dynamic design of the form in Encompass. Our experienced trainers will provide practical application and hands-on activities of multiple loan types and borrower scenarios that Encompass users experience day-to-day. Users will navigate through the platform including accessing the services of credit and underwriting during the training. Each participant will receive a participant guide with exercises.

What will I learn?
By the end of this class you will:
• Differentiate between the old and new URLA form
• Navigate the new URLA form in Encompass
• Use the new URLA form following the Encompass workflow and best practices
• Locate available resources

$795.00

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EXPERIENCE 2021: Getting Started: HELOC For Administrators

This session will explore recent upgrades to features and functionality related to Home Equity Line of Credit (HELOC) loans. Improve your agility by learning how to leverage templates to improve your origination workflow.
Audience: Encompass Administrators
Knowledge Level: Intermediate

$399.00

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EXPERIENCE 2021: Going Mobile With Encompass LO Connect

Want to take Encompass on the go? Are you a loan officer new to Encompass Loan Officer Connect? Or maybe you’re an admin who wants to know more about how to get your originators more productive? Encompass Loan Officer Connect lets you stay connected to a single system or record using any desktop, mobile, or tablet device. You’ll learn how to use Encompass Loan Officer Connect to enhance borrower communications, stay engaged, and delivery a superior customer experience. Loan Officer Connect allows you to get real-time access to your loans to connect with borrowers, agents, referral partners, credit reporting agencies, and underwriters.
Audience: End users and Administrators
Knowledge Level: Intermediate

$399.00

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EXPERIENCE 2021: Introduction To Encompass Developer Connect

Are you a software developer new to working with Encompass Developer Connect? Are you an Encompass Administrator who wants to know more about Encompass Developer Connect? In this course, you'll uncover the capabilities of Encompass Developer Connect APIs. You'll start with REST basics and researching the APIs using the Encompass Developer Connect Portal. You'll also review the requirements of executing Encompass Developer Connect calls and execute them through the Encompass Developer Connect Portal Try It feature and Postman. Finally, you will practice implementing APIs.
• Describe REST Basics
• Execute Encompass Developer Connect Calls
• Leverage Encompass Developer Connect Try It Feature
• Research APIs in Encompass Developer Connect Portal

$399.00

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EXPERIENCE 2021: Persona-based Training: Closer

This hands-on, instructor-led class covers the basic closing workflow in Encompass over 4 hours of training. The first segment is followed by a break to allow students to eat, answer emails, return phone calls, etc. After the break, class will resume and students will complete their studies.

Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms in order to generate the Closing Disclosure and the Closing package, along with interpreting the fee variance worksheet. Detailed eFolder activities include fee documentation from appraisal invoice and tile report, identifying underwriting closing conditions, sending/retrieving the pre-closing CD, and sending the closing package to the Settlement Agent. Participants will also learn timesaving Encompass keyboard shortcuts.

$399.00

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EXPERIENCE 2021: Persona-based Training: Underwriter

This hands-on, instructor-led class covers the basic underwriting workflow in Encompass over 4 hours of training. The first segment is followed by a break to allow students to eat, answer emails, return phone calls, etc. After the break, class will resume and students will complete their studies.

Topics include navigating Encompass functionality in Forms, Tools, and Services, validating loan summary data, working with underwriting forms, and documenting the loan decision. Detailed eFolder activities include identifying supporting and disclosure documents, reviewing the appraisal, and creating/clearing underwriting conditions with Document Manager. Participants will also learn timesaving Encompass keyboard shortcuts.

$399.00

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EXPERIENCE 2021: Programming With Encompass Developer Connect: Beyond The Basics

Advance beyond the basics of Encompass Developer Connect and explore the new commands and capabilities. You’ll explore the V3 APIs and their benefits. Discover how the Webhooks API has evolved and how can you use them to build automation in your loan management process.
This course is designed for Encompass developers and Encompass Independent Service Vendors. Experience in programming Encompass Developer Connect APIs is a requirement for success. Participants will be expected to program using RestSharp and to review diagnostic information.
• Determine when to use the V3 and V1 APIs
• Execute webhooks automation using the new features

$399.00

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EXPERIENCE 2021: Thriving As An Encompass Administrator

This redesigned session will provide you with best practices for system maintenance, basic steps and simple solutions for Encompass efficiency, and leveraging Ellie Mae resources to resolve issues.
Audience: System Administrators
Knowledge Level: Intermediate

$399.00

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