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
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.
This hands-on End User Training course will train the Broker on how to Originate and Process a loan in Encompass. Each of the two modules has an estimated duration of 3 hours for a total of 6 hours of learning.
In this session we will prepare originators (or those looking to start originating construction loans) for using the construction management features in Encompass, deepen their understanding of the terminology used, and provide an overview of the supported workflows to help them apply the functionality to current business processes.
Audience: End Users
Knowledge Level: Beginner
This hands-on, instructor-led class covers the basic origination workflow for FHA loans in Encompass. Topics include a brief history of FHA, understanding the standard FHA workflow, review and data entry of key FHA and HUD forms, how information is submitted and received using the FHA Management input form, and important tips for working with FHA loans. A purchase loan will be the major focus but we will highlight the forms and data entry for an FHA Streamline loan.
The hands-on, instructor-led class covers the basic origination workflow for VA loans in Encompass. Topics include understanding the standard VA workflow, review of and updating key VA forms, how information is reviewed and entered on the VA Management input form, and important best practices for working with VA loans. A purchase loan will be the major focus but we will highlight the forms and data entry for a VA IRRRL and Cash Out Refinance.
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.
More detailed course information is available on the https://www.icemortgagetechnology.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 4-day Instructor-led Broker Implementation Essentials course helps you understand and implement the fundamental settings to begin Originating and Processing loans in Encompass.
Course Duration: 2.5 hours each day for 4 consecutive days.
Your instructor will demonstrate the Encompass software settings using Zoom video. For the best learning experience, we recommend that you use two monitors, if possible. One is for the Instructor’s demonstration while the other is for your hands-on implementation in your Encompass.
Adults retain information and increase productivity as they interact with the instructor and other attendees taking the course. Please be prepared to unmute your phone in order to respond to the Instructor’s questions and to interact with attendees. While not required, you may turn on your video camera.
Day 1: You will perform the steps for setting up your Company Information, Services Password Manager, Organizations and Users, Personas, Milestones, Auto Loan Numbering, Loan Folders, Alerts and Tasks. You will learn how to find answers and HELP within the Resource Center, along with how to Manage Contacts, which allows you to create Technical Support Cases when you have Encompass issues.
Day 2: You will perform the steps for setting up Default Input Forms, Custom Print Forms, Print Form Groups, Loan Custom Fields, and the eFolder. Although most Brokers do not send the borrowers the Loan Estimate within the Disclosure package, the trainer will demonstrate how to send an “At Application Package,” which does not include the Loan Estimate.
Day 3: You will perform the steps for setting up Borrower and Business contacts, Tables and Fees, updating the MI Tables for FHA and VA loans, and 2015 Itemization fees for predefined closing costs.
Day 4: You will set-up a loan Loan Template Set, which includes templates for Loan Programs, Closing Costs, Input Form Sets, Document Sets, Tasks Sets, and Data Templates. You will learn about long-term maintenance as an Admin in System Administration settings, where you can manage Current Logins, All Users, Unlock Loans, and Reassign Loans. In Additional Services, you’ll see how to give users access to the efolder. You will also learn how to search the Resource Center for helpful answers to common questions.
The Instructor has the right to move some topics to other days, if the need arises and is in the best interest of productivity for training.
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 The Web Version of Encompass.
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 ICE Mortgage Technology’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.
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)
Are you struggling with collecting or completing HMDA data early in the loan process? This session will focus on honing the Encompass workflow early in the loan process for collection and recording to help streamline reporting. Learn how to use Encompass to generate your HMDA Loan/Application Register (LAR) to submit to the CFPB platform. Join ICE Mortgage Technology trainers for demos and interactive discussion to walk you through the workflow, and discover ways to increase efficiency in your own processes.
This no-frills course is designed for a Loan Originator on the go. The Encompass Mobile version of The Web Version of Encompass allows a loan originator to easily contact borrowers and discuss rates, create new loans or opportunities, and order services directly from a smartphone. Beginning with the mechanics of pairing your smartphone to Encompass Mobile and working through Pipeline navigation and loan origination, this online course includes activity simulations that work on a computer, tablet, or smartphone. If you are a technology-savvy, self-starter looking for timely and accurate guidance, this course is all you need.
Improve operational efficiencies by adopting Encompass Network services into your workflows. This interactive training addresses setting and managing automated workflows for services such as DU, LPA, TQL, and Investor Connect. In addition, you will also explore building and using snapshots within Dashboard views to monitor your services.
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.
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.
This hands-on, instructor-led class covers the basic post-closing workflow in Encompass over two 2-hour segments.
Topics include navigating Encompass functionality in Forms, Tools, and Services, updating the post-closing form, completing the shipping details tool, and logging collateral tracking. Detailed eFolder activities feature exporting loan documents and clearing post-closing conditions. Participants will also learn timesaving Encompass keyboard shortcuts.
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.
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.
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
Who Should Attend: Anyone involved in using and implementing eClose, including Encompass administrators, closing staff, management, and sales and operations staff. Once you’ve registered, feel free to INVITE ONE (1) TEAMMATE at no additional cost. Call 1-800-848-4904 to register your teammate after you’ve successfully registered.
This four-session course will cover how to use Encompass eClose, preparation for setup, configuring Encompass eClose, and testing Encompass eClose.
It is important to understand that making the decision to electronically close your loans is equal parts technology and internal process change. Through guided instruction and practical activities, this course provides participants and key stakeholders the information needed for getting started and maintaining Encompass eClose.
ICE Mortgage Technology has developed an eClose solution to address the needs of lenders to better serve their borrowers, provide greater efficiencies, and increase their ROI. This new solution is available with the Encompass 21.1 April Service Pack (18.104.22.168 Server Patch 2) and later versions of Encompass. Join us and let's get you started with Encompass eClose today.
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
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.
This redesigned session will provide you with best practices for system maintenance, basic steps and simple solutions for Encompass efficiency, and leveraging ICE Mortgage Technology resources to resolve issues.
Audience: System Administrators
Knowledge Level: Intermediate
Do you completely understand your Compliance Report? Could your team use the Encompass Compliance Service report more effectively?
Our trainers will assist you in optimizing your system, and present best practices for setting up the Compliance Review Report for increased efficiency and effectiveness. This 2-part training is recommended for anyone on a team using the compliance report to help alleviate existing challenges and adapt your existing settings to best practices. Using interactive scenarios and troubleshooting exercises, your team will be able to conquer the most common header messages in the compliance report. By the end of this training, your team will be in sync to use the compliance report to its full potential.