Enhance your Encompass expertise

Select virtual classes from a variety of hands-on workshops, advanced terminology sessions, superior workflow trainings, plus sessions to identify and resolve complex issues.

Thank you to our Training sponsor

Thriving as an Encompass Administrator

This session provides you with best practices for system maintenance, basic steps and simple solutions for Encompass efficiency, and leveraging Ellie Mae resources to resolve issues. This is skills-based training, with practical application exercises.

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Getting Started: HELOC for Administrators

This session will present the options for setting up and using Encompass for your Home Equity Line of Credit (HELOC) loans. Improve your agility by learning how to leverage templates to improve your origination workflow.

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Automation through Expert Business Rules

This session is aimed at Encompass Administrators who want to learn VB.NET to create business rules. In this program we will explore the power and flexibility of business rules to help streamline, manage, and enforce business practices and processes. Learn to create, deploy, test, and manage business rules in Encompass.

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Advanced Web Input Form Builder

This session is for Encompass Administrators and users who are already using 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. Plugins and extensions will be utilized in this course.

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Enhance your Encompass Workflow with Dynamic Data Management

Are you an Encompass administrator looking to enhance your Encompass workflow? Dynamic Data Management will help you do just that as an efficient solution with a wide array of complex options and flexibility.

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Introduction to Encompass Developer Connect

Are you a software developer new to working with Encompass Developer Connect? Are you an Encompass Administrator who wants to know more about Encompass Developer Connect? In this course, you'll uncover the capabilities of Encompass Developer Connect APIs. You'll start with REST basics and researching the APIs using the Encompass Developer Connect Portal. You'll also review the requirements of executing Encompass Developer Connect calls and execute them through the Encompass Developer Connect Portal Try It feature and Postman™. Finally, you will practice implementing APIs.

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Encompass System Administration and the New URLA

This class will allow Encompass administrators to experience the end user workflow changes and navigate the admin settings related to the new redesigned URLA in Encompass. Our experienced trainers will provide practical application and hands-on activities to guide administrators in the set-up of the new URLA in Encompass. Each participant will receive a participant guide with exercises.

This class shares case study activities with the URLA End User class, therefore as a System Administrator it is not necessary to take both URLA classes.

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Encompass Persona-based Training: Originator

This hands-on, instructor-led class covers the basic processing workflow in Encompass. 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 time-saving Encompass keyboard shortcuts.

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Encompass Persona-based Training: Processor

This hands-on, instructor-led class covers the basic origination workflow in Encompass. 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 time-saving Encompass keyboard shortcuts.

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Encompass Persona-based Training: Underwriter

This hands-on, instructor-led class covers the basic underwriting workflow in Encompass. 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 time-saving Encompass keyboard shortcuts.

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Encompass Persona-based Training: Closer

This hands-on, instructor-led class covers the basic closing workflow in Encompass. 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 time-saving Encompass keyboard shortcuts.

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Going Mobile with Encompass LO Connect

Are you a loan originator new to Encompass LO Connect? Or maybe you’re an admin who wants to know more about how Encompass LO Connect can improve efficiency? Encompass LO Connect lets you stay connected to a single system or record using any desktop, mobile, or tablet device and allows you to get real-time access to your loans to connect with borrowers, agents, referral partners, credit reporting agencies, and underwriters. You will learn how to use Encompass LO Connect to enhance borrower communications, stay engaged, and deliver a superior customer experience.

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Generating the New URLA with Encompass

This course will provide end users with the skills to navigate the redesigned URLA and the dynamic design of the form in Encompass. Our experienced trainers will provide practical application and hands-on activities of multiple loan types and borrower scenarios that Encompass users experience day-to-day. Users will navigate through the platform including accessing the services of credit and underwriting during the training. Each participant will receive a participant guide with exercises.

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