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Automation Through Expert Business Rules

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

$399.00

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Effectively Originating In Encompass: Construction/Construction-to-Perm Loans

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

$399.00

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Effectively Originating In Encompass: FHA Loans

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.

$399.00

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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.

More detailed course information is available on the https://elliemae.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

$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 Broker Implementation Essentials

This is an Instructor-led Broker course covering 8 hours of content.

Module 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.

Module 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.

Module 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.

Module 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.

Module 5: System Administration. This session is approximately 2 hours. This session takes you through setting up Additional Services, System Administration and Admin Tools.

$1,000.00

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Encompass Developer Advanced Certification

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.

$4,000.00

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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, 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

$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 HMDA Workflow

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.

$199.00

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Encompass Mobile Bootcamp For LO Connect

This no-frills course is designed for a Loan Originator on the go. The Encompass Mobile version of LO Connect 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.

$199.00

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Encompass Persona-based Training: Closer

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.

$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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Encompass Persona-based Training: Post-Closing And Shipping

This hands-on, instructor-led class covers the basic post-closing workflow in Encompass over two 2-hour segments. 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, 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.

$199.00

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Encompass Persona-based Training: Processor

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.

$399.00

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Encompass Persona-based Training: Underwriter

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.

$399.00

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Enhance Your Encompass Workflow With Dynamic Data Management

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

$399.00

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Getting Started: HELOC For Admins

This session will explore recent upgrades to features and functionality related to Home Equity Line of Credit (HELOC) loans. Improve your agility by learning how to leverage templates to improve your origination workflow.
Audience: Encompass Administrators
Knowledge Level: Intermediate

$399.00

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Going Mobile With LO Connect

Want to take Encompass on the go? Are you a loan officer new to Encompass Loan Officer Connect? Or maybe you’re an admin who wants to know more about how to get your originators more productive? Encompass Loan Officer Connect lets you stay connected to a single system or record using any desktop, mobile, or tablet device. You’ll learn how to use Encompass Loan Officer Connect to enhance borrower communications, stay engaged, and delivery a superior customer experience. Loan Officer Connect allows you to get real-time access to your loans to connect with borrowers, agents, referral partners, credit reporting agencies, and underwriters.
Audience: End users and Administrators
Knowledge Level: Intermediate

$399.00

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Next Generation Web-based Input Form Builder

This session 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.
Audience: System Administrators and users with authority to use the Input Form Builder
Knowledge Level: Advanced

$399.00

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Thriving As An Encompass Administrator

This redesigned session will provide you with best practices for system maintenance, basic steps and simple solutions for Encompass efficiency, and leveraging Ellie Mae resources to resolve issues.
Audience: System Administrators
Knowledge Level: Intermediate

$399.00

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Understanding The Encompass Compliance Service Report

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.

$499.00

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