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.
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.
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.
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 Ellie Mae trainers for demos and interactive discussion to walk you through the workflow, and discover ways to increase efficiency in your own processes.
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
Are you a loan officer new to Encompass LO Connect? Looking for a way to stay connected with borrowers from virtually anywhere? Then this is the course you’ve been looking for.
By the end of this course, you will be able to:
* Identify necessary Encompass Settings for LO Connect.
* Configure PING ID authentication for using LO Connect.
* Originate and process loans from Smartphone, tablet, and desktop devices efficiently and easily.
* Process incomplete applications.
* Leverage the flexibility of Loan Officer Connect to maintain contact with borrowers and vendors
Who Should Attend?
Loan Officers and other end users of Loan Officer Connect, as well as administrators who want to know more about the end user experience of LO Connect.
Prerequisites: Experience with the mortgage lending process. Experience with Encompass Core helpful.
This training 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.
Prerequisites: Basic Input Form Builder knowledge and the ability to create simple forms using the form builder in the SmartClient environment. Using or access to LO Connect.
This course is designed for System Administrators and users with the authority to use the Web Input Form Builder.