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

NOTE: New administrators who intend to pursue the Encompass Administrator Certification are strongly encouraged to complete the Encompass Administration Essentials Workshop prior to enrolling in the certification program.

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

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

**The Encompass Administration Essentials Workshop is strongly encouraged for all new administrators who intend to pursue the Encompass Administrator Certification.

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.
 

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)

This course is designed to cover the basic closing and funding workflow in Encompass. This 90-minute course includes learner interactions, knowledge checks, and video demonstrations. After you have finished this course, you should have a clear understanding of how to use Encompass to close and fund loans. Essential to this course is your basic understanding of closing and funding a loan.
Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms, generating/sending the Pre-Closing Closing Disclosure, interpreting the fee variance worksheet, reviewing loan the audit/compliance report, monitoring Disclosure Tracking dates, generating/sending the Closing package to the Settlement Agent, managing Documents, files, and Closing Conditions in the eFolder, exporting UCD, marking the final Closing Document, and typical processes performed during the funding process.

Updated: March 2025. The Encompass Persona-Based Training: Getting Started 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.

Users who previously attended the Persona-Based Training ILOC series may find this class as an appropriate refresher.

This course covers the basic origination workflow in Encompass. This 90-minute course includes learner interactions, knowledge checks, and video demonstrations. After you have finished this course, you should have a clear understanding of how to perform essential origination tasks in Encompass. Essential to this course is your basic understanding of loan origination.
Topics include navigating Encompass functionality in Forms, Tools, and Services, efficiently completing the loan application, ordering credit and other services, understanding required fields and other milestone components, requesting eConsent, preparing/generating/sending the initial disclosure package, and pricing and floating/locking a loan, preparing and redisclosing a changed circumstance, working with Documents and the File Manager in the eFolder, and communicating with other loan team members through the loan.

This course is designed to cover the basic shipping and post-closing workflow in Encompass. This 90-minute course includes learner interactions, knowledge checks, and video demonstrations. After you have finished this course, you should have a clear understanding of how to use Encompass to close and fund loans. Essential to this course is your basic understanding of shipping and post-closing.
Topics include navigating Encompass functionality in Forms, Tools, and Services, completing the Post-Closing form and shipping details tool, reviewing documents in the eFolder, shipping files to investors, Collateral Tracking tool, managing Investor stipulations, clearing and tracking post-closing conditions, completing the Interim Servicing Worksheet and Purchase Advise Form, registering MERS, completing and delivering the ULDD/PDD, and submitting XML files.

The Encompass Persona-Based Training: Processor course is designed to cover the components of processing a loan in Encompass. This 90-minute course consists of learner interactions, knowledge checks, and video demonstrations to guide users who are new to the software or for those wanting to refresh their skills. After you have finished this course, you should have a clear understanding of how to use Encompass to perform your essential processing duties. Essential to this course is your basic understanding of processing.

This course is designed to cover the basic underwriting workflows in Encompass. This 90-minute course includes learner interactions, knowledge checks, and video demonstrations. After you have finished this course, you should have a clear understanding of how to use Encompass to perform your essential underwriting duties. Essential to this course is your basic understanding of underwriting.
Topics in this course include working with underwriting forms, tools, and services, validating loan data, documenting a loan decision, communicating with other loan team members through the loan, creating/clearing underwriting conditions, using the Document Manager, suspending or denying a loan in Encompass, and typical functions performed during the loan approval process.

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