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Best Practices For Completing The New URLA In Encompass

To support our Mortgage Bankers or Mortgage Brokers in the Encompass software, navigate the new URLA forms, ICE Mortgage Technology has developed this training to communicate best practices for completing the new forms. This training and its best practices will streamline communication between borrowers and lenders and increase the efficiency of your workflow. This training draws parallel between the information borrowers must provide, acknowledge and agree to and the information the lender must collect and verify during loan processing and underwriting. This training is divided into modules that can be completed sequentially or as needed by selecting modules from the menu. The entire training will take 3 hours to complete. To have a completion status of Pass you will need to complete the training in full.

$199.00

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Encompass Administrator Basics: Admin Help Options

It's ok to ask for help! In this tutorial, Admins will get an in depth look at the available resources ICE provides. These can help with system configurations, loan level questions, release notes, how- to and guidelines for new and upcoming policy changes.

$29.00

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Encompass Administrator Basics: Alerts

Alert! Alert! Alert! These settings in Encompass allow Admins notify users at the loan level or on the pipeline of issues in the loan. Through Predefined Compliance alerts or custom alerts, Admins can help users know when to take action. This video goes into detail on the different types of predefined alerts and how to create new custom alerts to keep your loans on track.

$29.00

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Encompass Administrator Basics: Auto Loan Numbering/Auto MERS Min Numbering

The Loan Number and MERS MIN numbers are essential to the life cycle of a loan. This video will provide a realistic look at how to configure these numbers for one or more organizations within Encompass and how to get the most out of these settings.

$29.00

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Encompass Administrator Basics: Changed Circumstance Setup

Let's face it, sometimes terms of a loan can change. In those cases, we need to issue compliant disclosures with the correct Changed circumstance Reasons. This video will help admins construct and manage the Change Circumstance Reasons for Loan Estimates and Closing Disclosures and review when the Fee Level Change Circumstance settings should be used.

$29.00

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Encompass Administrator Basics: Compliance Calendar

Keeping track of all the important due dates and deadlines for a loan can be cumbersome. Let the Compliance Calendar do some of the work for you! Admins can use the Compliance Calendar to dictate which days are included in your Company Calendar as well as reference Compliance dates for Reg-Z business days and Postal days. In this video Admins can also discover how to use these calendars to calculate Custom Date calculations.

$29.00

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Encompass Administrator Basics: Custom Print Forms

When a standard form just won't cut it, build it! Through the Custom Print Forms tool admins can create Custom Print Forms mapped with standard or custom fields, dynamic functions, and custom code to meet any need. This video provides a comprehensive look at how to get started building custom print forms in Encompass.

$29.00

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Encompass Administrator Basics: Disclosure Tracking Settings

Disclosure Tracking, the epicenter of the loan timeline. Here users can track disclosures, review Changed Circumstances, eConsent and earliest closing dates. The Disclosure Tracking settings provide several different options to control how this tool is used. In this video Admins will discover how to make the most of the available tools.

$29.00

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Encompass Administrator Basics: EDisclosure/Closing Package Set Up

Make sure to read the fine print! Disclosures are arguably the most important part of the mortgage loan process but with there being so many disclosures, it's easy to get overwhelmed with where to start. In this video Admins will gain a better understanding of the basic structure of eDisclosure and Closing packages to help customize loan packages in addition to what is automatically pulled from the cloud.

$29.00

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Encompass Administrator Basics: Itemization Fee Management

The Itemization can be intimidating, but this video aims to provide a clearer understanding of how to use the Itemization Fee Management tool. Admins will gain a deeper understanding of how these settings impact the Itemization screen and the Fee Details in the Encompass Compliance Service.

$29.00

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Encompass Administrator Basics: Loan Custom Fields

For the admin who loves to build, say hello to Loan Custom Fields. Custom fields can be used to build calculations from basic to complex, to satisfy any need where a standard field isn't enough. This video will guide Admins on best practices and the basics of how to get started building Loan Custom Calculations in Encompass.

$29.00

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Encompass Administrator Basics: Loan Duplication Templates

Loan Duplication doesn't have to be messy. Through templates Admins hold the keys to control what information can be copied from one loan to another. This video will guide you through creating Loan Duplication Templates as well as give an inside look at how to manage who has permission to Duplicate loans and through what template.

$29.00

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Encompass Administrator Basics: Loan Templates

The Loan template is the backbone of a great loan file. This video will show admins how to use Loan Templates to not only populate specific field data but also populate document sets, closing cost templates, task sets and input form sets. These templates can be configured to focus on specific loan types, loan purposes, loan programs and be populated using a field trigger business rule.

$29.00

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Encompass Administrator Basics: Lock Desk Setup

There are lots moving parts when it comes to locking a loan. Take the guess work out of it for your users and during this tutorial learn how to ensure your lock desk is in tip top shape. Admins will learn to configure, ONRP, Lock Desk hours, Expiration and Calendar settings.

$29.00

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Encompass Administrator Basics: Managing Reports

Encompass just wouldn't be the same without the ability to run reports. Since they are so vital to pipeline management, Admins have several great tools to help create and manage reports as well as dictate access for your users. This video will guide Admins thru some of those best practices and give insight on how to build a fantastic reporting process.

$29.00

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Encompass Administrator Basics: Piggyback Loan Synchronization/ Sync Template

The Piggyback loan tool is more than just a funny name! Through this tool users can sync a 1st loan to a 2nd loan, cutting data entry time in half. In this video, Admins will learn how to effectively create and manage the Piggyback Loan Synchronization Settings in Encompass.

$29.00

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Encompass Administrator Basics: Secondary Setup

The Rate Lock is one of the most important parts of a loan. Ensuring that Product and Pricing through your providers has been correctly configured goes a long way to making sure that you can secure pricing when it's available. This video will introduce Admins to the Secondary lock setup for Encompass Product and Pricing Service and guide you through the steps to configure your environment.

$29.00

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Encompass Administrator Basics: Tasks

Your loan teams are well oiled machines. Give your users the gift of success with Task lists, specific to their workflows and designed to keep them on track while setting expectations. This video will guide Admins on how to not only create tasks but use them in templates and business rules all of which can be configured around specific programs or workflows.

$29.00

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Encompass Administrator Certification

Experienced Encompass administrators attend the Encompass Administrator Certification to leverage advanced topics designed to take your organization's Encompass instance to the next level while maintaining optimal system performance.

This interactive course helps you achieve real world experience through numerous hands-on activities and an extensive business case example. Before leaving the class, you will complete a practice exam. This will set you up for success when you are ready to take the Encompass Administrator Certification exam.

What Will You Need for Class?
1. Your own computer/laptop, one per registrant
2. A working microphone
3. Access to two monitors, if possible, to eliminate need to toggle between screens
4. Access to Encompass

More detailed course information is available on the https://www.icemortgagetechnology.com/education/courses/encompass-administrator-certification

$5,000.00

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Encompass Administrator Essentials Workshop

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

What Will You Need for Class?
1. Your own computer/laptop, one per registrant
2. A working microphone
3. Access to two monitors, if possible, to eliminate need to toggle between screens
4. Access to Encompass

$3,975.00

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Encompass Administrator Recertification

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.
 

$900.00

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Encompass Developer Essentials Certification

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, make eFolder updates, and complete pipeline searches and batch updates.

By the end of this course, you should be able to:
• Customize Encompass to meet your company’s business needs
• Automate and innovate with the Encompass Developer Connect APIs
• Network with other developers

What Will You Need for Class?
1. Your own computer/laptop, one per registrant
2. A working microphone
3. Access to two monitors, if possible, to eliminate need to toggle between screens
4. Access to Encompass

$3,000.00

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Encompass Developer Recertification

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.

$600.00

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Encompass EClose

Encompass eClose is here! The eClose process enables lenders to order and receive closing documents using a single source of information without leaving Encompass. With the help of video demonstrations, this course introduces the core functionality of a hybrid eClose that illustrates how Encompass Admin and Users can streamline the closing process. In this course, participants are able to see the workflows for the roles of administrator, closer, settlement agent, and borrower.

This course will be updated regularly to include additional features coming soon, like eSign, eNote, and eVault (to name a few) for the complete Encompass eClose digital solution.

Audience: Encompass Admin or User (closer, post-closer, funder, 2nd market)

$199.00

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Encompass End User Basics: Adding A Borrower

Roll up your origination sleeves to see how Borrower Pairs work. The additional borrower will be added and moved into different roles such as Co-Borrower and Borrower on a separate application.

$29.00

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Encompass End User Basics: Closing Disclosure

Walk through the five pages of this key document where insight into its sections are revealed and reviewed.

$29.00

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Encompass End User Basics: Construction Management

The nuances of the Construction Management form and origination best practices will help the user get up-to-speed with crafting this loan type.

$29.00

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Encompass End User Basics: EFolder

Have you ever wondered about the Current Version check box in a document? Does your workflow leverage the Preliminary Conditions tab? Tune-in for a look.

$29.00

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Encompass End User Basics: Fees

Experience how fees flow from the 2015 Itemization to initial and closing disclosures. There is an emphasis on handling a Good Faith Fee Variance Violated alert.

$29.00

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Encompass End User Basics: FHA Management

The importance of the FHA Management input form is highlighted during the data entry of a loan file.

$29.00

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Encompass End User Basics: Forms And Verifications

The difference between the Verifs known as VOEs, VORs, VODs and their 'Show All' versions are explained. Follow the before and after statuses and experience the value of both the Underwriter Comparison and the Closing Disclosure Comparison forms.

$29.00

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Encompass End User Basics: Liabilities

Designed with the new Encompass user in mind, the session covers labeling a liability properly based on the loan scenario.

$29.00

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Encompass End User Basics: Real Estate Owned (REO)

Did you know that Encompass has a check box to indicate that a property is owned 'free and clear?' Stop by to pick up one or two nuggets like this.

$29.00

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Encompass End User Basics: Subordinate Financing

Getting a 2nd lien loan to be in harmony with its 1st lien partner is no longer a tall order. Experience the functions of the HELOC Management input forms' Initial Draw and Total Loan Amounts fields.

$29.00

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Encompass End User Basics: Tools Tab

How and where can a user add a Non-Borrowing Owner to a loan file? What is the benefit of the AUS Tracking screen for users of DU and LPA? Maybe it might change your workflow for the better? Find out here.

$29.00

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Encompass End User Basics: USDA Management

In addition to the descriptions of key sections of the USDA forms, there are a few insightful comparisons on how they display the same data differently from the 1003 URLA forms.

$29.00

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Encompass End User Basics: VA Management

The interaction of data between the various VA forms is demonstrated. You will see how to properly set up the Funding Fee including the scenario where the veteran provides proof to be exempt from the fee.

$29.00

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Encompass Library: Administrator Basics

This collection of short video tutorials illustrates core functionality for all Encompass Administrators. Consume one or all - in any order - to improve or sharpen your skill. The approximate run-time for each video is displayed.

$399.00

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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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Getting Started With HELOC Automation On Demand

Work at your own pace processing steps and completing activities to improve your agility related to Home Equity Line of Credit (HELOC) loans by learning how to leverage templates and to refine your origination workflow.

Through guidance and activities this course will help participants create automated workflows for the HELOC loan programs offered using HELOC Tables, Loan Program Templates, and Dynamic Data Management rules.

Audience: Encompass Administrators
Knowledge Level: Intermediate

$199.00

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Getting Started With The Essentials In Encompass

The Getting Started with the Essentials in Encompass course is a high-level overview in the basic functionality of Encompass. This 60-minute course includes learner interactions, knowledge checks, and video demonstrations to guide Encompass users who are new to the software or for those wanting to refresh their skills.

By the end of this course, you should be able to navigate through Encompass, use Encompass resources and keyboard shortcuts, manage your Pipeline and borrowers in your loan, work efficiently within the Milestone worksheet and eFolder, and understand how alerts and messages work within the Encompass Home page, Pipeline views, and loans.

$399.00

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Getting To Know Web Input Form Builder

This course is designed to help you get started creating custom input forms for your users with The Web Version of Encompass.

The Web Input Form Builder is a web-based customization tool used to build, manage, and deploy Custom Input Forms. You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications such as The Web Version of Encompass using the Web Input Form Builder. This course will benefit Encompass Administrators and users wanting to explore the Web Input Form Builder (WIFB) tool.

$199.00

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