Agent briefings: Strategies, insights, intelligence

Two days, eight tracks (including two new ones), and everything you need to become a more strategic, more successful mortgage industry operative. Get insights from Ellie Mae product wizards, compliance experts, and industry thought leaders. Follow a track, or pick and choose the individual sessions that interest you.

Track Descriptions (view all)

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Compliance

Get the right strategies and be prepared for new regulations

Ready for the new URLA? What about the next round of Know Before You Owe changes? Sit down with top compliance and regulatory leaders and learn effective strategies to prepare your company for the next round of game-changing regulations. View all Compliance sessions

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Executive

ROI strategies for decision makers

Hone in on new approaches for expanding profit margins through greater automation, innovation, and loan quality. Get insights from top decision makers and C-level execs about extending the power of Encompass and innovating your business from top to bottom line. View all Executive sessions

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Operations

Get the latest Encompass skills for greater success

Focus on new best practices for using Encompass to excel in your specific job role to keep loans and your career moving in the right direction. Specific sessions available for loan processors, underwriters, closers and secondary marketing. View all Operations sessions

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Peer Networking

Share insights and get real-world solutions from industry peers

New to Experience this year, join peers from similar-sized lenders and get answers from experts for tackling the emerging challenges facing your unique role in the industry. Sessions include community banks; closers, funders and shippers; processors; credit unions; underwriters; and secondary marketers. View all Peer Networking sessions

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Technologist & Developer

Get next-generation technology strategies and solutions

Get technology-focused insights and techniques for enhancing Encompass and innovating your business through the Ellie Mae Platform and APIs. Recommended for technologists, developers, IT staff, and system administrators of all levels. View all Technologist & Developer sessions

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Sales & Marketing

Capture more business from prospects, clients, and referral partners

Gain insights and best practices for engaging the next generation of millennial and minority homebuyers. Learn from sales leaders and other lenders who have built engaging and effective online and digital marketing strategies how to expand business and improve profitability. View all Sales & Marketing sessions

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Partners

Strengthen your integration through new strategies and solution insights

Exclusively for Ellie Mae partners, get new strategies and integration insights to maximize your partnership. In addition, Partners may attend select breakout sessions in the Compliance, Solutions Showcase, Internal Education, Executive, Technologist & Developer, and Sales & Marketing tracks. View all Partners sessions

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Training Strategies

Keep your team smart, compliant, and CFPB ready

New this year, learn how to establish an internal mortgage education program that ensures employees are current on Encompass training, compliance requirements, and industry knowledge. Recommended for training and education managers, operations managers, HR, help desk staff, and recruiters. View all Training Strategies sessions

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Breakout Sessions

Monday - March 6, 2017 8am - 12pm
Monday - March 6, 2017 1pm - 5pm
Tuesday - March 7, 2017 10:45am - 12:15pm
track- Compliance Know Before You Owe: Recent Developments and Changes details

Understand the 2016 final rule clarifications and how to successfully implement changes.

  • Get insight into how new updates will impact your systems, operations, and procedures
  • Receive best-practice implementation strategies from industry experts
  • Find out how to use Encompass to ensure continued compliance and quality assurance

For: Compliance officers/managers Management Operations managers Loan officers/processors Ellie Mae partners

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track- Executive Getting the Greatest Return From Your Investment in Ellie Mae details

Expand your potential profitability and maximize your ROI.

  • Get proven approaches to achieving greater profits and peak efficiency through a full all-in-one adoption
  • Hear success stories and case studies from executives and lenders
  • Learn how to implement a “Network Effect” to achieve greater success at all points in the loan process

For: Executives/management Decision makers Operations managers Compliance managers Ellie Mae partners

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track- Operations New Best Practices for Loan Officers details

Innovate your process to get more leads and loans.

  • Learn to leverage the latest technology to capture more borrowers
  • Gain sales and marketing insight from top-performing loan officers
  • Discuss potential gains to be made via new mobile, online and customer relationship management solutions

For: Loan officers/processors Compliance officers/managers Business managers Operations managers System administrators Underwriters Sales managers Marketing managers

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track- Peer Networking Community Bank Insights details

Join peers and get answers from experts about the unique and emerging challenges facing community banks today. Topics include:

  • Processing
  • Underwriting
  • Secondary Marketing & Lock Desk
  • Closing
  • Compliance

For: Branch managers Compliance officers/managers Business managers Operations managers Loan officers/processors System administrators Underwriters

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track- Technologist & Developer Creating an Unstoppable Retail Web Presence details

Provide a sharper point-of-sale experience that captures customers and closes loans faster.

  • Find out how to deliver an easy, intuitive online experience that keeps consumers informed and confident with throughout the loan process
  • Learn how to give consumers the power to complete applications, order services, and choose the best possible loan
  • Hear from lenders who have successfully built an engaging online presence that empowers consumers

For: Technologists System administrators IT managers Operations managers Marketing managers Ellie Mae partners

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track- Sales & Marketing Successfully Marketing to Next Generation Homebuyers details

A new wave of homebuyers have arrived: Are you ready for them?

  • Learn effective strategies for engaging expanding markets
  • Hear from lenders who have successfully grown their millennial and minority customer bases
  • See how to use the Millennial Tracker™ and more tools to optimize marketing

For: Executives/management Sales managers Marketing managers Loan officers Ellie Mae partners

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Tuesday - March 7, 2017 1:30pm - 3pm
track- Compliance New Encompass HMDA Solution Revealed details

Get essential insight into the new HMDA rule and how Encompass will help keep you compliant.

  • Understand new data and submission collection requirements for 2017-20
  • View the new Encompass HMDA solution
  • See how Encompass will help automate data collection and reporting

For: Compliance officers/managers Management Operations managers Loan officers/processors Ellie Mae partners

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track- Executive Better Loan Quality Through Automation details

Get best automation practices for bigger margins.

  • Hear about leading-edge automation techniques from top lenders
  • See how to automate more of the loan process to boost productivity and profitability
  • Get advice from investors about their preferred data, document, and delivery workflow

For: Executives/management Decision makers Operations managers Heads of lending Secondary marketing Ellie Mae partners

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track- Operations Loan Processing Best Practices (Part One) details

Learn how to be more efficient while staying compliant.

  • Learn how to use Encompass to manage multiple channels, including wholesale, correspondent, consumer and loan officer
  • Review timelines and rules that apply to processing loans with integrated mortgage disclosures
  • Analyze best practices for the Loan Estimate, 2015 Itemization, Change of Circumstance, and disclosure tracking

For: Loan officers/processors Compliance officers/managers Business managers Operations managers System administrators Underwriters

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track- Peer Networking Closer, Funder, and Shipper Insights details

Join peers and get answers from experts about the emerging challenges and solutions for successfully navigating the end stages of the loan process. Open to representatives from banks, credit unions, mortgage lenders, community banks, and brokers. Join us for:

  • Q&A
  • Focused networking
  • In-depth reviews of Ellie Mae's data and document delivery services

For: Closers Funders Shippers

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track- Technologist & Developer The Ellie Mae Product Roadmap: A Look Into Tomorrow details

Preview new features and upcoming Encompass enhancements.

  • Explore new mobile, online, consumer and TPO solution features and functionalities
  • Preview additional updates and enhancements coming with future releases
  • Get a view into Encompass NG and its ability to help lenders innovate their businesses

For: Technologists System administrators IT managers Operations managers Lending managers Ellie Mae partners

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track- Sales & Marketing Modern Point-of-Sale Insights details

Learn how a secure, sophisticated, point-of-sale workflow can make all the difference in capturing new borrowers.

  • See how to increase point-of-sale effectiveness to expand your customer base
  • Grow opportunities with Encompass CRM™, Encompass Consumer Connect™, and Encompass Loan Officer Connect™
  • Get insights into lifecycle workflow, cybersecurity, marketing/advertising, social media, and compliance

For: Executives/management Sales managers Marketing managers Loan officers Ellie Mae partners

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Tuesday - March 7, 2017 3:45pm - 5:15pm
track- Compliance Solving Organizational Compliance Challenges details

Confidently meet multiple CFPB requirements and be audit ready.

  • Understand CFPB policy/procedure, education, customer communication, and vendor management requirements
  • Explore best practices for establishing formal regulations, guidelines, and internal education programs
  • Hear from other lenders who effectively manage and monitor CFPB requirements with the Ellie Mae Compliance Management System

For: Executives Compliance officers/managers Operations managers Loan officers/processors System administrators IT professionals Procurement/vendor management Ellie Mae partners

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track- Executive Unlocking Innovation to Increase Profitability details

Hear how innovating with Encompass can energize your bottom line.

  • Explore executive strategies for extending the power of Encompass
  • Learn how every aspect of your organization can utilize the full Ellie Mae platform and family of solutions to improve efficiency and service
  • Ask questions and get answers from top Ellie Mae technology and decision managers

For: Executives/management Chief information officers Operations directors Lending directors Ellie Mae partners

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track- Operations Loan Processing Best Practices (Part Two) details

Get as paperless as possible and see how to process loans faster than ever.

  • Understand how to use the latest workflow-enablement features in Encompass
  • Learn how to electronically order flood, fraud, and other services in Encompass to ensure quality
  • Hear from top processors who use the integrated document management tools in Encompass

For: Loan officers/processors Compliance officers/managers Business managers Operations managers System administrators Underwriters

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track- Peer Networking Credit Union Insights details

Join peers and get answers from experts about the unique and emerging challenges facing credit unions today. Topics include:

  • Processing
  • Underwriting
  • Secondary Marketing & Lock Desk
  • Closing
  • Compliance

For: Compliance officers/managers Business managers Operations managers Loan officers/processors System administrators Underwriters

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track- Technologist & Developer Configuring Encompass for Optimal Performance details

Learn the latest tips to optimize Encompass for enhanced performance benefits.

  • Get recommendations and learn best practices for Encompass configuration
  • Discover top tips for maximizing Encompass performance
  • Learn how to incorporate new technologies into your existing Encompass configuration

For: Business managers System administrators IT managers Operations managers

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track- Sales & Marketing Digital and Automated Marketing Strategies details

Ensure the right message gets sent to the right audience at the right time.

  • Learn the importance and effectiveness of one-to-one marketing
  • See how to leverage business intelligence to improve marketing performance
  • Gain strategies for expanding referral partner relationships and social media presence

For: Executives/management Sales managers Marketing managers Loan officers Ellie Mae partners

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Wednesday - March 8, 2017 10:45am - 12:15pm
track- Compliance Construction Lending Support details

Learn how to easily build compliant construction loan processes within Encompass.

  • Hear from compliance experts and regulators about current construction loan challenges and solutions
  • Learn the critical differences between construction-to-perm disclosures: separate vs. combined
  • Explore best practices for utilizing the latest integrated construction loan tools in Encompass

For: Compliance officers/managers Management Operations managers Loan officers/processors Ellie Mae partners

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track- Operations New Best Practices for Underwriters details

Implement best practices and underwrite with confidence.

  • Understand how to review and confirm the newest compliance requirements
  • Discover how to increase collaboration and transparency
  • Hear how top underwriters use Encompass to boost loan quality

For: Compliance officers Business managers Operations managers Loan officers & processors System administrators Underwriters

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track- Peer Networking Loan Processor Insights details

Join peers and get answers from experts about the emerging challenges and solutions for successfully processing quality, compliant loans more efficiently. Open to representatives from banks, credit unions, mortgage lenders, community banks, and brokers. Join us for:

  • Q&A
  • In-depth discussion
  • Focused networking

For: Loan processors Operations managers

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track- Technologist & Developer Successful API Strategies for Today and Tomorrow details

Learn how to better access data, customize workflows, and develop a more powerful mortgage operation.

  • See how to use APIs to help control your environment and improve performance and automation
  • Get insight into REST API development, functionality, and effective applications within the mortgage industry
  • Hear from technology pros using Ellie Mae APIs and our new developer portal, Encompass Developer Connect™

For: Technologists Developers System administrators IT managers Operations managers Ellie Mae partners

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track- Training Strategies Better Approaches for Learning Management details

Take the right path to keeping your team educated, licensed, and compliant.

  • Learn strategies for ensuring organizational educational compliance per CFPB requirements
  • See how to enhance your learning management program to include courses that range from beginner to advanced
  • Get insights from mortgage educators and trainers currently using the new Ellie Mae Learning Management System™

For: Training directors/managers Education directors/managers Operations managers Ellie Mae partners

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track- Partners Encompass 2017 Roadmap details

Get a walkthrough of the immediate future of Encompass from our leading product experts.

  • Explore new product functionality coming with the Encompass 17 series of releases
  • Learn how these new features will help strengthen your Encompass partner integration
  • Preview additional updates and enhancements coming with future releases

For: Ellie Mae partners

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Wednesday - March 8, 2017 1:30pm - 3pm
track- Compliance GSE Insights Into UCD and URLA details

Learn directly from regulators about how to prep your business for the next big changes.

  • Get detailed insight into new URLA fields, data, and responsibilities
  • Review Uniform Closing Dataset requirements and timing
  • Find out how Encompass will help you stay compliant

For: Compliance officers/managers Management Operations managers Loan officers/processors Ellie Mae partners

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track- Operations Increasing Collaboration and Success at Closing details

See how you can hit the closing table with confidence every time.

  • Review best practices for the Closing Disclosure and Fee Variance
  • Learn how to use Encompass Title & Closing Connect and the latest Encompass functionality to close more efficiently
  • Explore emerging trends and usages of electronic closings

For: Compliance officers Business managers Operations managers Loan officers & processors System administrators Underwriters Closing

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track- Peer Networking Secondary Marketing Insights details

Join peers and get answers from experts about the unique and emerging challenges facing secondary marketers today. Open to representatives from banks, credit unions, mortgage lenders, community banks, and brokers. Join us for:

  • Q&A
  • In-depth discussion
  • Focused networking

For: Operations managers Secondary marketers Underwriters

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track- Technologist & Developer Customizing the Lender Experience for Better Performance details

See how the future of Encompass will deliver a more connected, user-friendly experience across all channels.

  • Explore Encompass’s next generation user experience and customization capabilities
  • Learn how to use the new Input Form Builder to improve control and customize/manage forms to enhance your user experience
  • Hear how user experience research is being incorporated into the evolution of Encompass

**To get the full perspective of our Encompass SDK and API roadmap, we recommend also attending "From SDK to APIs" on Wednesday, March 8 at 3:45pm.

For: Technologists System administrators IT managers Operations managers Ellie Mae partners

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track- Training Strategies Bringing New Employees Up to Speed Faster details

Learn how to put new employee learning and mortgage industry knowhow on the fast track.

  • Learn strategies for establishing an effective and easily-scalable internal mortgage university
  • See how to develop a rock-solid onboarding program
  • Hear from veteran Training directors/managers, mortgage educators, and trainers about mortgage university best practices

For: Training directors/managers Education directors/managers Operations managers Human Resources managers Talent recruiters Ellie Mae partners

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track- Partners Successful API Strategies for Ellie Mae Partners details

Get the latest strategies for optimizing the new Ellie Mae Vendor Platform.

  • Learn about Ellie Mae's API roadmap, platform, and tips to extend the power of your integration
  • See best practices for reliably connecting your solutions to Encompass to enhance competitive advantage
  • Ask questions and get answers from top Ellie Mae technology and business development executives

For: Ellie Mae partners

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Wednesday - March 8, 2017 3:45pm - 5:15pm
track- Compliance Compliance Town Hall details

Walk away with answers to your most pressing compliance questions.

  • Discuss the current and future regulatory landscape with compliance thought leaders and CFPB representatives
  • Share your thoughts and concerns about new URLA and HMDA changes, Change of Circumstance rules, and other regulatory requirements
  • Trade ideas and best practices with industry compliance experts

For: Compliance officers/managers Management Operations managers Loan officers/processors Ellie Mae partners

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track- Operations Sharper Secondary Marketing Practices details

Trade up to a better process and bigger profits.

  • Find out how to improve efficiency using new secondary marketing functionality in Encompass and Encompass Product & Pricing Service
  • Hear best practices and success stories from lenders utilizing these solutions
  • Learn what’s coming on the Encompass roadmap to help you increase automation and profitability

For: Executives/managers Business managers Operations managers Loan officers/processors System administrators Underwriters Secondary marketers

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track- Peer Networking Underwriting Insights details

Join peers and get answers from experts about the unique and emerging challenges facing underwriters today. Open to representatives from banks, credit unions, mortgage lenders, community banks, and brokers. Join us for:

  • Q&A
  • In-depth discussion
  • Focused networking

For: Underwriters Compliance officers/managers Operations managers Loan processors Business managers

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track- Technologist & Developer From SDK to APIs: The New Paradigm details

Take the first steps to unlocking greater innovation and success for your company.

  • Learn how to start migrating from the Encompass SDK to innovate even faster
  • Get insight into future API development and functionality
  • Get critical timeline/milestone tips and details from top Ellie Mae technology leaders

For: Technologists System administrators IT managers Operations managers Ellie Mae partners

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track- Training Strategies Establishing Effective Encompass Training details

You have the solution. Now empower your team with the skills needed to get the most out of Encompass.

  • Get specific strategies for incorporating Encompass training into your company’s DNA
  • Learn how to successfully empower new Encompass users with an effective mentoring and training program
  • See how you can ensure all users get continuous training on new releases and functionality

For: Training directors/managers Education directors/managers Operations managers Help desk staff Project managers Ellie Mae partners

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track- Partners Leveraging Ellie Mae Resources for Greater Success details

Learn about current and upcoming resources available for maximizing your partnership with Ellie Mae.

  • See the latest updates to the Partner Resource Center, including expanded tech support and Encompass information
  • Learn how to utilize partner support forums, resources, and platforms to improve integrations
  • Find out how to leverage Ellie Mae’s marketing resources (including License to Succeed campaign) to increase profitability

For: Ellie Mae partners

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