Master mission-critical skills

Learn directly from AllRegs and Encompass experts and trainers to:

  • Advance proficiencies
  • Improve compliance management
  • Get new best practices
  • Optimize Encompass workflow
  • Improve key business processes

Classes available for all mortgage industry experience and skill levels. Laptops, lunch and lessons materials provided.

Seating is limited.

New for this year, early bird Pre-conference Training discount pricing available through December 16.

Monday - March 6, 2017 8am - 12pm
Creating and Customizing Input Forms in Encompass details

For Encompass Administrators who have basic Input Form Builder knowledge and the ability to create simple input forms. This course will teach you how to effectively create, deploy, and maintain complex input forms, custom fields, and macros. Course objectives cover:

  • Reviewing Input Form Builder controls
  • Describing custom events
  • Utilizing custom event handlers macros
  • Attaching codebase assemblies to a custom input forms

Location: TBA

Audience: System Administrators

Skill level: Intermediate

Prerequisite: Basic Input Form Builder knowledge and the ability to create simple input forms.

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Encompass Software Development Kit Fundamentals details

This course is will give Encompass Administrators a foundation for utilizing common Encompass Business Objects exposed through SDK/APIs, along with best practice-strategies for creating, testing, and maintaining efficient plugins and codebase assemblies for extensions and integrations. Course objectives cover:

  • Understanding the Encompass SDK and its capabilities
  • Building and deploying:
    • A plugin to monitor Encompass application events
    • A codebase assembly to monitor input form level events
  • An introduction to Ellie Mae’s new Encompass Developer Connect portal

Location: TBA

Audience: System Administrators

Skill level: Beginner

Prerequisite: Basic knowledge of Visual Studio and object oriented programming, preferably C#.

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Effective Encompass Troubleshooting and Support Resolution details

This course will give Encompass Administrators the ability to troubleshoot Level 1 support issues, including job process, setup, and user error issues. Attendees will learn how to analyze the Diagnostic Log for common errors, including loan custom field calculation, and business rule errors. Attendees will also gain a working understanding of:

  • Effective troubleshooting methodology
  • Service Desk best practices
  • Available support resources and tools

Location: TBA

Audience: System Administrators

Skill level: Beginner/Intermediate

Prerequisite: None

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Encompass 101- Introduction to Encompass details

This course provides novice users with a comprehensive hands-on approach for successfully navigating and leveraging the Encompass Home Page, Pipeline Views, eFolder, and other features. Attendees will also gain valuable knowledge for effectively using the Help resources within Encompass.

Location: TBA

Audience: End users

Skill level: Novice/new user

Prerequisite: Attendees are encouraged to take the Encompass Essentials: Introduction to Encompass eLearning module before attending this course.

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Encompass CRM details

This course will provide Encompass and Encompass CRM users with best practices for leveraging Encompass CRM’s automated one-to-one marketing capabilities and other tools that can lead to higher prospect conversion, increased marketing efficiencies, and higher production. Course objectives cover:

  • Best practices for maintaining your Encompass CRM™ database
  • Marketing strategies to help your team improve customer retention and increase prospect conversion
  • Leveraging referral partner relationships to drive additional purchase business
  • Utilizing Encompass CRM’s reporting to maximize marketing effectiveness and ROI

Location: TBA

Audience: End users

Skill level: Beginner

Prerequisite: None

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Effectively Originating Construction/Construction-to-Perm Loans in Encompass details

This course will provide users with hands-on practices and insight for using the new construction management features in Encompass to originate construction loans. Attendees will deepen their understanding of the terminology used, receive an overview of the supported workflows, and learn to apply the new functionality to current business processes.

Location: TBA

Audience: End Users

Skill level: Any

Prerequisite: None

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Introduction to Encompass TPO Connect details

This course will teach Administrators how to use Encompass to configure the new Encompass TPO Connect solution to help you work faster and more successfully with third-party originators, while leveraging your company branding. Course objectives cover:

  • Describing the role of TPO Connect
  • Experiencing TPO Connect functionality
  • Reviewing the TPO Connect Administration Portal
  • Discovering the role of Encompass and TPO Connect configuration settings

Location: TBA

Audience: System Administrators

Skill level: Beginner/Intermediate/Advanced

Prerequisite: None

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Monday - March 6, 2017 1pm - 5pm
Introduction to Encompass Consumer Connect details

Learn about the new features and components, including the Borrower Portal and Dynamic Loan Application. Explore, through hands-on exercises, how to use the Content Management System to create web content and the Admin Portal to configure the solution.

Location: TBA

Audience: End Users

Skill level: Beginner

Prerequisite: None

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Encompass 201- The Encompass Workflow details

This course provides new Encompass users with hands-on experience for taking a loan from origination all the way through closing. Attendees will also gain a general understanding of how different users complete various tasks within the loan file, as well as how milestones are completed and used in workflows.

Location: TBA

Audience: End Users

Skill level: Beginner

Prerequisite: None

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Enforcing Best Practices/Processes with Expert Business Rules details

This course provides System Administrators with hands-on experience for harnessing the power and flexibility of business rules to help streamline, manage, and enforce business practices and processes. Attendees will learn to create, deploy, and manage both simple and complex business rules in Encompass. This course is recommended for Encompass Administrators who have familiarity with VB.NET and have experience creating simple business rules. Objectives cover:

  • Writing efficient coding for complex business rules
  • Differentiating field trigger use-vs.-field calculations
  • Troubleshooting business rule challenges
  • Assessing business rules best practices

Location: TBA

Audience: System Administrators

Skill level: Advanced

Prerequisite: Familiarity with VB.NET and the ability to create simple business rules.

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Encompass Compliance Service details

This course provides System Administrators, Processors, Underwriters, and Closers with hands-on practices for leveraging compliance and troubleshooting Know Before You Owe and ATR/QM fails. An overview of new construction-to-perm functionality in Encompass will also be provided. A minimum of six months Encompass experience is recommended. Course objectives cover:

  • Navigating compliance-related Encompass settings
  • Understanding the compliance report and results
  • Troubleshooting report results

Location: TBA

Audience: System Administrators/End Users

Skill level: Beginner/Intermediate

Prerequisite: None

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NMLS & NC Call Reports details

This course will provide intermediate-level Encompass users with a working understanding of NMLS Call and North Carolina Compliance Reports, and how to prepare, create and troubleshoot both. Course objectives include reviewing and practicing report choices, data, calculations, and available resources.

Location: TBA

Audience: End Users

Skill level: Intermediate

Prerequisite: None

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Leveraging the Encompass Software Development Kit (SDK) to Access the Encompass API details

This advanced course will provide developers with a foundation for leveraging the Encompass SDK to access the Encompass API. Attendees will learn how to access loan data, understand the authentication code flow, identify and use supported loan entities, and learn how to use real-time event notifications using webhooks. This will be reinforced through a series of hands-on exercises and lab challenges. Attendees should have at least 2+ years of .NET / Web coding experience or have an Encompass SDK Developer certification. Course objectives cover:

  • Accessing loan data using the Encompass SDK
  • Authenticating and authorizing the Encompass API for a sample client application
  • Exploring and applying methods and resources from the Encompass API Reference Guide to become familiar with options and how supported entities can be leveraged
  • Reviewing a recommended setup for an Encompass API Client
  • Accessing loan data using the Encompass API
  • Monitoring for loan data changes in real-time using Encompass API webhooks
  • Reviewing Ellie Mae’s new Encompass Developer Connect portal, and discussing the transition from the Encompass SDK to Encompass API

Location: TBA

Audience: System Administrators

Skill level: Attendees should have at least 2+ years of .NET / Web coding experience or have an Encompass SDK Developer certification

Prerequisite: SDK Fundamentals and experience building Encompass SDK applications, such as plugins, codebase assemblies and stand-alone applications. Advanced knowledge of object oriented programming.

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Effectively Originating Construction/Construction-to-Perm Loans in Encompass details

This course will provide users with hands-on practices and insight for using the new construction management features in Encompass to originate construction loans. Attendees will deepen their understanding of the terminology used, receive an overview of the supported workflows, and learn to apply the new functionality to current business processes.

Location: TBA

Audience: End Users

Skill level: Any

Prerequisite: None

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