The Encompass Administrator Certification is the industry standard for recognition of Encompass Administrators who have demonstrated expert-level performance in maintenance, configuration, and troubleshooting. Successful certification candidates will possess the skills to help organizations accelerate business solutions, increase productivity, lower the need to contact technical support and promote innovation. In addition to ensuring your Administrator has been formally certified directly by Ellie Mae, there are a number of other competitive advantages that certification provides. More detailed course information is available on the https://elliemae.com/education/courses/encompass-administrator-certification
Maximize effectiveness and master foundational Encompass Administrator skills. This class delivers a foundational level of knowledge and skills for new Encompass Administrators to perform essential Encompass administrative functions. Participants will also gain tips and tricks to make administrative functions easier.
Upon completion of the course, participants will be able to:
• grant access to users
• define business rules to limit user access, enforce workflow requirements, and define field values
• create custom input forms to increase the efficiency of data entry
• work with admin maintenance tools
• troubleshoot basic problems
Encompass Administrator Recertification •You have up to 30 days past your previous certification expiration date to pass the exam. •You have five attempts to pass. •Each attempt has up to 180 minutes in which to take the exam.
If you do not pass the recertification exam within 30 days and within 5 attempts, to obtain a new certification you will be required to register in the full certification program. Any cost paid for this recertification will be applied towards the cost of the certification.
This is a Broker course that is comprised of 5 sessions occurring over multiple days.
Session 1: Intro to Encompass & Company/User Setup. This session is approximately 2 hours and designed to the take you through the steps of setting up basic information related to the company hierarchy, users, permissions and basic loan setup for Brokers.
Session 2: Loan Setup Part 2. This session is approximately 2 hours and is designed to take you through the more advanced steps of loan setup, including the setup of the eFolder.
Session 3: Tables and Fee/ Contact Setup. This session is approximately 2 hours and is designed to take you through setting up contacts, tables and fees, and business rules.
Session 4: Loan Templates. This session is approximately 2 hours and is designed to take you through the steps of setting up loan templates for loan programs, input form sets, service providers, tasks and data.
Session 5: System Administration. This session is approximately 2 hours. This session takes you through setting up Additional Services, System Administration and Admin Tools.
Do you already know about REST and the basics of executing Encompass Developer Connect calls? Take your Encompass development experience to the next level with the four-day Encompass Developer Advanced Certification. You''ll leverage the Encompass Developer Connect portal and helper tools, plus walk away with the ability to configure webhooks. You''ll also build advanced pipeline searches and work with custom data objects using the .NET Language Bindings. While you can use the .NET Language Bindings to begin your Encompass software development, we''ll look at how to modify the .NET Language Bindings to meet your expanding needs. Finally, we''ll focus using the Web Input Form Builder to customize web input forms with custom event handlers and integrate plugins with Encompass LO Connect.
Become a Certified Encompass Developer
Are you a software developer new to using Encompass Developer Connect? Or are you an Encompass developer looking to strengthen your development capabilities? The 3-day Encompass Developer Essentials Certification focuses on developing applications using Encompass Developer Connect, while leveraging the Encompass Developer Connect Portal for research and testing. You’ll use the Encompass Developer Connect APIs to create, update, and report on loans, plus add and update eFolder attachments within loan files. You will also use Microsoft Visual Studio® to develop working applications with Ellie Mae’s open source .NET Language Bindings.
By the end of this course, you should be able to:
• Identify the requirements of executing Encompass Developer Connect calls
• Leverage the Encompass Developer Connect Try It Feature
• Research APIs in the Encompass Developer Connect Portal and GitHub
• Execute Encompass Developer Connect calls using Postman
• Use .NET Language Bindings to assist in application development
As an experienced certified Encompass Developer, this class provides an opportunity to demonstrate your ongoing mastery of the subject matter. A study guide is provided with the updated course content for your individual content review, following which you will have 5 attempts to successfully pass the certification exam with a minimum passing score of 80%.
IMPORTANT: It is recommended that you set aside 15 total hours for exam preparation - including the study guide review - and taking the exam itself.