Early bird pricing ends December 15th!
Early bird pricing ends December 15th!

Agenda

Sunday, March 10, 2019

  • 7:00 am
  • 8:00 am

Certificate Workshop Breakfast and Registration

  • 8:00 am
  • 12:00 pm

Certificate Workshop Day 1

Do you have limited time to get your potential system administrators up to speed? Do you want to build your company depth chart, so that more than one person has the knowledge to administer your Encompass configuration? Are you a user who wants to learn about Encompass Administration and expand your career potential? Or are you an existing admin with no formal training? If so, then the Encompass Administrator Certificate is designed for you. Learn the basics of maintaining your Encompass configuration which includes an overview of user access, the loan workflow settings, business rules, the eFolder, and some basic admin maintenance tools.

Who should attend
Experienced end users or novice administrators who need immediate tools to maintain an existing Encompass configuration.

Prerequisites
There is no assessment to complete this certificate and a demonstration of mastery is not required. No certification credentials will be issued.

  • 8:00 am
  • 12:00 pm

Certificate Workshop Day 1

Do you have a background in software development and want to delve into Encompass Developer Connect? The Encompass Developer Connect Certificate gives you an in-depth look at the APIs while executing Encompass Developer Connect calls through the Try It feature, Postman, and stand-alone applications using the .NET Language Bindings. It does NOT address Encompass SDK Development. Take your skills to the next level and advance your company's technology platform with Encompass Developer Connect.

Who should attend
This certificate workshop is designed for experienced software developers.

Prerequisites
While experience with Encompass Developer Connect is not necessary, it is recommended for participants to have a basic working knowledge of JSON and an object oriented programming language. There is no assessment to complete this certificate and a demonstration of mastery is not required. No certification credentials will be issued.

  • 12:00 pm
  • 1:00 pm

Certificate Workshop Lunch

  • 1:00 pm
  • 5:00 pm

Certificate Workshop Day 1 (cont'd)

Do you have limited time to get your potential system administrators up to speed? Do you want to build your company depth chart, so that more than one person has the knowledge to administer your Encompass configuration? Are you a user who wants to learn about Encompass Administration and expand your career potential? Or are you an existing admin with no formal training? If so, then the Encompass Administrator Certificate is designed for you. Learn the basics of maintaining your Encompass configuration which includes an overview of user access, the loan workflow settings, business rules, the eFolder, and some basic admin maintenance tools.

Who should attend
Experienced end users or novice administrators who need immediate tools to maintain an existing Encompass configuration.

Prerequisites
There is no assessment to complete this certificate and a demonstration of mastery is not required. No certification credentials will be issued.

  • 1:00 pm
  • 5:00 pm

Certificate Workshop Day 1 (cont'd)

Do you have a background in software development and want to delve into Encompass Developer Connect? The Encompass Developer Connect Certificate gives you an in-depth look at the APIs while executing Encompass Developer Connect calls through the Try It feature, Postman, and stand-alone applications using the .NET Language Bindings. It does NOT address Encompass SDK Development. Take your skills to the next level and advance your company's technology platform with Encompass Developer Connect.

Who should attend
This certificate workshop is designed for experienced software developers.

Prerequisites
While experience with Encompass Developer Connect is not necessary, it is recommended for participants to have a basic working knowledge of JSON and an object oriented programming language. There is no assessment to complete this certificate and a demonstration of mastery is not required. No certification credentials will be issued.

  • 5:00 pm
  • 9:00 pm

Registration / Information Desk Open

Monday, March 11, 2019

  • 6:30 am
  • 7:00 pm

Registration / Information Desk Open

  • 7:00 am
  • 8:00 am

Pre-conference Training Breakfast

  • 7:00 am
  • 8:00 am

Certificate Workshop Breakfast

  • 8:00 am
  • 12:00 pm

Pre-conference Training

This course is for Encompass Administrators and users who are using the current Input Form Builder tool and for Encompass Administrators and users who want to explore the new Web Input Form Builder designed for creating input forms for mobile and web-based Encompass applications. In this session, we will show you how to use it to create input forms for mobile and web-based Encompass applications, available currently in Encompass Loan Officer Connect. You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications using the new Web Input Form Builder.

Who should attend
System Administrators and users with authority to use the new Input Form Builder

Prerequisites
Basic Input Form Builder knowledge and the ability to create simple forms

Encompass Administrators can use business rules to customize Encompass to meet your workflow needs. You'll explore the basic ways Milestone Completion, Field Triggers, Field Data Entry, and Persona Access business rules can enhance your workflow using our best practices.

Who should attend
Encompass Administrators

Prerequisites
None

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.

Who should attend
Encompass Administrators

Prerequisites
None

Beginning Encompass Developers start here! This course will show how to use Microsoft Visual Studio to make a basic console application to open a loan and read some data including specific actions such as: get a list of loans; get a loan; update a loan; and obtain authorization. Students will be shown how to obtain an access token for the NextGen Open API, the basics of REST API programming, and touch on how to work with loan data using the Open API.

Who should attend
This course is designed for experienced software developers who are new to REST or using Encompass Developer Connect.

Prerequisites
Participants should have a basic working knowledge of JSON and an object oriented programming language.

This course will walk users through how to successfully identify and resolve common fail, alert, and warning messages on the Encompass Compliance Service Report.

Who should attend
This course is designed for Processors, Closers, Encompass Administrators, Underwriters, Managers and Compliance Personnel.

Prerequisites
None

A comprehensive, hands-on overview of Encompass for new end users. Encompass navigation, terms, Home Page, Pipeline, and eFolder are just some of the areas of Encompass we will cover.

Who should attend
End users

Prerequisites
None

In this program, we will walk a loan from origination all the way through closing. At the end of this course, you will have 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.

Who should attend
End users

Prerequisites
Encompass 101

In this program we will prepare originators (or those looking to start originating construction loans) for using the construction management features in Encompass. Students will deepen their understanding of the terminology used, and be provided with an overview of the supported workflows to facilitate the application of the functionality to current business processes.

Who should attend
End user

  • 8:00 am
  • 5:00 pm

Certificate Workshop Day 2

Do you have a background in software development and want to delve into Encompass Developer Connect? The Encompass Developer Connect Certificate gives you an in-depth look at the APIs while executing Encompass Developer Connect calls through the Try It feature, Postman, and stand-alone applications using the .NET Language Bindings. It does NOT address Encompass SDK Development. Take your skills to the next level and advance your company's technology platform with Encompass Developer Connect.

Who should attend
This certificate workshop is designed for experienced software developers.

Prerequisites
While experience with Encompass Developer Connect is not necessary, it is recommended for participants to have a basic working knowledge of JSON and an object oriented programming language. There is no assessment to complete this certificate and a demonstration of mastery is not required. No certification credentials will be issued.

Do you have limited time to get your potential system administrators up to speed? Do you want to build your company depth chart, so that more than one person has the knowledge to administer your Encompass configuration? Are you a user who wants to learn about Encompass Administration and expand your career potential? Or are you an existing admin with no formal training? If so, then the Encompass Administrator Certificate is designed for you. Learn the basics of maintaining your Encompass configuration which includes an overview of user access, the loan workflow settings, business rules, the eFolder, and some basic admin maintenance tools.

Who should attend
Experienced end users or novice administrators who need immediate tools to maintain an existing Encompass configuration.

Prerequisites
There is no assessment to complete this certificate and a demonstration of mastery is not required. No certification credentials will be issued.

  • 12:00 pm
  • 1:00 pm

Pre-conference Training Lunch

  • 12:00 pm
  • 1:00 pm

Certificate Workshop Lunch

  • 1:00 pm
  • 5:00 pm

Pre-conference Training

This course 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 business rules to help streamline, manage, and enforce business practices and processes. Learn to create, deploy, and manage both simple and complex business rules in Encompass.

Who should attend
System Administrators

Prerequisites
Familiarity with VB.NET

So you already know about REST, accessing the Encompass server and simple loan manipulation. What is the next step? Learn more about customizing your Encompass environment using the Open API to perform more sophisticated standalone tasks accessing a variety of Encompass entities, ordering services like credit via APIs and using webhooks to improve workflow.

Who should attend
This course is designed for experienced software developers who have working knowledge of Encompass Developer Connect.

Prerequisites
Participants should be very proficient with an object oriented programming language, preferably C#, and have a basic working knowledge of JSON.

Are you a Velocify Administrator new to working with Encompass Consumer Connect? Do you see abandoned Encompass Consumer Connect applications as new leads waiting to be distributed? This is the course for you! Discover the capabilities of the Encompass Consumer Connect/Velocify integration by utilizing widgets, configuring the features of Velocify LeadManager or Velocify LoanEngage, and organizing abandoned applications into campaigns and distributing them to users. Additionally, you’ll explore data flow scenarios and gain an understanding of how applications are posted between the platforms.

Who should attend
Experienced Velocify LeadManager or Velocify LoanEngage administrators who are new to using the Encompass Consumer Connect/Velocify integration.

Prerequisites
  • This course is designed for experienced Velocify LeadManager or Velocify LoanEngage administrators who are new to using the Encompass Consumer Connect/Velocify integration. This course is not designed for Velocify Pulse administrators
  • Participants should have experience working with campaigns and distribution programs in Velocify
  • Participants must also have a basic understanding of Encompass Consumer Connect; they should know how to access the Administration Portal, and be familiar with the process for creating and publishing a new Encompass Consumer Connect site.

Improve operational efficiencies by adopting workflows and using Dashboards within Encompass for the GSE and TQL services.

This interactive training addresses setting and managing automated workflows for both the Fannie Mae and Freddie Mac expanded services as well as building and using snapshots within Dashboard views.

Who should attend
Managers, Project Managers, Admins, Decision makers

Encompass 301 will take what you've learned in 101 and 201 further. We will walk through Encompass best practices for the folder, dashboard and pipeline views, and the HELOC process.

Who should attend
End users

Prerequisites
Encompass 201

Are you looking for some ideas to make your life easier as an Encompass Administrator? Do you know what resources are available? This session will give you the tools to monitor your system, cover how to manage releases, performance best practices, troubleshooting, and self-service tools.

Who should attend
Beginner to Intermediate level System Administrators

Prerequisites
At least 6 months experience as an Encompass Administrator

This course is for Encompass Administrators and users who are using the current Input Form Builder tool and for Encompass Administrators and users who want to explore the new Web Input Form Builder designed for creating input forms for mobile and web-based Encompass applications. In this session, we will show you how to use it to create input forms for mobile and web-based Encompass applications, available currently in Encompass Loan Officer Connect. You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications using the new Web Input Form Builder.

Who should attend
System Administrators and users with authority to use the new Input Form Builder

Prerequisites
Basic Input Form Builder knowledge and the ability to create simple forms

In this program, we will walk a loan from origination all the way through closing. At the end of this course, you will have 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.

Who should attend
End users

Prerequisites
Encompass 101

  • 5:00 pm
  • 7:00 pm

Welcome Reception

Tuesday, March 12, 2019

  • 6:30 am
  • 6:30 pm

Registration / Information Desk Open

  • 7:00 am
  • 8:00 am

Breakfast

  • 7:00 am
  • 8:00 am

Exhibit Hall Open / Ellie Mae Cares Volunteer Activity

  • 10:00 am
  • 10:45 am

Refreshment Break

  • 10:00 am
  • 7:00 pm

Exhibit Hall Open / Ellie Mae Cares Volunteer Activity

  • 10:45 am
  • 11:45 am

Breakout Sessions

Industry expert and nationally renowned speaker, Dale Vermillion, will provide practical and proven strategies for improving your sales through adopting a true advocate mindset. In this session, Dale will present his leading Sales Methodologies for improving conversion and commitment in today’s competitive, rising rate market.

Who should attend
marketing, sales, loan officers, business management, mortgage industry executives

The new URLA is coming. Are you prepared? In this session you will learn about the GSEs' planned implementation timeline for the new URLA, what it will mean to your organization and how Ellie Mae will support the new URLA in Encompass and across our suite of digital mortgage products to help you to seamlessly transition to the new workflow.

Who should attend
compliance managers, processors, underwriters, business managers, system administrators, operations managers

What does it take to develop an effective compliance culture? Learn from leaders who will share their experiences in how they keep compliance top-of-mind throughout the loan lifecycle. Hear first hand on what has been successful and what to consider.

Who should attend
compliance officers and managers, loan production, loan originators, processors, underwriters, business managers, system administrators, operations managers

What does it mean to build a data centric business? This workshop will cover how you can leverage data as a competitive differentiator. We'll explore the value chain of data and analytics to help you get to a granular level to run business efficiently and effectively.

Who should attend
business strategy leaders, line  of business owners, senior business intelligence management

Find out the tools and technologies available today in an overview of Ellie Mae's developer roadmap. Learn how lenders are leveraging these tools today to innovate and extend Encompass functionality, and get insights into new capabilities coming in 2019 and beyond.

Who should attend
Developers

Learn about the innovations that Ellie Mae is building at the data layer and how you can leverage comprehensive and reliable data in real-time to inform your business strategy.

Who should attend
business strategy leaders, business intelligence staff, data scientists, developers

Dynamic Data Management is a new rules Engine in Encompass that automates data entry. Learn how you can set up, configure and manage field and fee rules to save your company time and lower your cost of origination.

Who should attend
system administrators, business analysts, operations managers

Learn how the Ellie Mae Marketplace will provide an opportunity for partners to showcase their integrations and innovations to lenders.

Who should attend
Ellie Mae Partners

From GSE reform to private investors returning to the industry, the secondary market holds uncertainty for many lenders. Non-QM and jumbo product demand is increasing and lenders are looking for outlets to take advantage of every opportunity. Hear from a panel of industry experts who will discuss the landscape and offer their perspective on what the future may hold for the secondary market.

Who should attend
executives, c-level, SVPs, business leaders

Learn how to leverage Amazon Web Services (AWS) and/or Microsoft Azure Client Virtualization to optimize your Encompass Smart Client environment. This session will explore how to reduce network latency and provide tools and troubleshooting tips to enhance the performance of your Encompass instance.

Who should attend
infrastructure staff, system administrators, network engineers, system engineers, CIOs/ CTOs and IT staff

  • 11:45 am
  • 1:00 pm

Lunch

  • 1:00 pm
  • 2:00 pm

Developer Summit General Session Keynote

  • 1:00 pm
  • 2:00 pm

Breakout Sessions

Are you engaging with your customers in a meaningful way to boost new and repeat business? In this session we will talk about the five things you need to do to build an effective relationship with your customers: 1) nurture trust, 2) listen, 3) respond, 4) be multi-channel, 5) measure impact. You’ll walk away with dozens of actionable take-aways to improve customer engagement.

Who should attend
marketing, sales, loan officers, business management, mortgage industry executives

Learn how Encompass Compliance Services, powered by Mavent, supports you in your annual compliance review through automated compliance testing. Gain insight into what regulators are expecting today and what steps to take to prepare for your annual compliance review.

Who should attend
compliance officers and managers, loan production, loan originators, processors, underwriters, business managers, system administrators, operations managers

Learn from a panel of fellow mortgage innovators on how they are preparing for a seamless transition to the new URLA. This session will help you understand what steps to take in order to implement the new URLA across your business.

Who should attend
compliance managers, processors, underwriters, business managers, system administrators, operations managers

Analytics are the lifeblood of business. This workshop will help you understand what Ellie Mae is doing to support you. We'll cover in depth Encompass Data Connect and Ellie Mae Insights and how you can use these solutions, and other technologies, to your advantage.

Who should attend
business strategy leaders, line  of business owners, senior business intelligence management

Speaking from the viewpoint of the Chief Xbox Officer, Robbie tells the story of a strategic process that brought together a disparate group of talented individuals into a powerful team that applied Intrapreneurship principles to build a successful consumer business within the larger Microsoft structure.

Who should attend
Developers

Learn tips, best practices and common use cases for leveraging Dynamic Data Management directly from other Ellie Mae customers so you can take workflow automation to the next level.

Who should attend
system administrators, business analysts, operations managers

Hear from Ellie Mae Network partners on lessons learned throughout the integration development process and get the latest API strategy.

Who should attend
Ellie Mae Network Partners

Everyone is looking to drive business and the temptation to buy leads is more enticing than ever, as there is more competition for volume. But what types of leads are most valuable (search ads, portal ads, etc.) and how do you ensure that you are getting the most value out of the dollars spent? In this session, we will hear from lead generation experts on the best practices of driving higher ROI from each lead spend.

Who should attend
Executives, C-level, SVPs, Business Leaders

Learn why so many companies are moving to the cloud. Hear from Ellie Mae's infrastructure experts how you too can leverage cloud providers for added innovation, scalability, efficiency and cost reduction.  

Who should attend
infrastructure staff, system administrators, network engineers, system engineers, CIOs/ CTOs and IT staff

  • 2:00 pm
  • 2:30 pm

Refreshment Break

  • 2:30 pm
  • 3:30 pm

Breakout Sessions

How can you reach more potential borrowers and ensure you're capturing and converting every opportunity? See how the products in the Ellie Mae Consumer Engagement Suite work seamlessly together to provide a delightful and rewarding consumer experience while increasing your presence online and growing your business.

Who should attend
marketing, sales, loan officers, mortgage industry executives, system administrators, business management

You will learn how you can transform your digital mortgage process and break the barriers between loan officers and borrowers.

Who should attend
system administrators, operations, head of sales, loan officers

What are the key compliance trends and how does compliance management play a role in the digital mortgage experience? What is the future of compliance in the age of digital mortgage lending? Learn from experts as they share insights on what to do now and how to prepare for the future.

Who should attend
compliance officers and managers, loan production, loan originators, processors, underwriters, business managers, system administrators, operations managers

Demystifying machine learning: This workshop will cover machine learning, what it means to the mortgage industry--and how can you too can leverage this trending technology to grow your business.

Who should attend
business strategy leaders, line  of business owners, senior business intelligence management

Join Ellie Mae sharing strategies for moving Encompass and related products and services to Amazon Web Services (AWS). This session will cover the current hybrid cloud network topology, the approach to maximize application services distribution across Ellie Mae's data centers and AWS, and the practices in place for replication and availability. Hear more about the roadmap and timing of moving fully to the cloud.

Who should attend
infrastructure staff, system administrators, network engineers, system engineers, CIOs/ CTOs and IT staff

Find out how using APIs can help you build your own unique notification systems and automate workflows to drive improved operational efficiencies. Hear about real world use cases in play today with many lenders.

Who should attend
Developers

Hear from Ellie Mae experts and other lenders on how to best manage Encompass business rules as you embrace the Connect family of products. Learn how to leverage the Custom Reporting Tool to take an inventory of your business rule ecosystem, easily spot potential pitfalls, and identify specific changes to make in your Advanced Code to positively impact your business.

Who should attend
system administrators, business analysts, operations

Ellie Mae Network partners will have their chance to ask questions and explore APIs during this deep dive session.

Who should attend
Ellie Mae Network Partner Developers

Everyone is worried about the lack of affordable housing inventory, new housing starts, credit availability, interest rates, rising rental prices and the economy overall. How will all of this impact industry volume in 2019 and what should mortgage executives be prepared for? We have assembled the top industry economists that will share their perspective on 2019 and what we should all expect our businesses to face.

Who should attend
executives, c-level, SVPs, business leaders

There’s a lot of buzz about predictive analytics. Find out what Ellie Mae is doing to help facilitate predictive modelling and machine learning to make predictions about future events.

Who should attend
business strategy leaders, business intelligence staff, data scientists, developers

  • 3:30 pm
  • 4:00 pm

Refreshment Break

  • 4:00 pm
  • 5:00 pm

Breakout Sessions

Join Ellie Mae executives Jonas Moe and Nick Hedges as they chat about the big changes taking place within the mortgage industry. This will be an interactive session where we focus on providing answers to your pressing questions.

Who should attend
marketing, sales, loan officers, mortgage industry executives, system administrators, business management

Each borrower has different requirements and needs when it comes to getting a mortgage. Get a firsthand look at a new powerful payment and product scenario solution to easily match loan programs with borrowers.

Who should attend
system administrators, operations, head of sales, loan officers

Learn the advertising pitfalls to avoid in residential mortgage lending. What are some of the hidden “gotchas”? What are some best practices to avoid these pitfalls? Learn from compliance experts and lenders on how they are managing their advertising and promotions today to avoid legal trouble.

Who should attend
compliance officers and managers, sales and marketing,  loan officers, loan originators, processors, underwriters, business managers, system administrators, operations managers

Learn building block fundamentals of what makes up the Encompass Lending Platform. Get keys to managing data storage and understand the core elements for constructing a scalable architecture.

Who should attend
infrastructure staff, system administrators, network engineers, system engineers, CIOs/ CTOs and IT staff

Learn how to build and code your own customized loan officer experience to take your organization to the next level. Get a firsthand view of how developers have accomplished it successfully. 

Who should attend
Developers

Learn how to effectively interface with your internal business and operations teams to translate their requests into business requirements. Read between the lines to understand end goals so you can put in place best practice configurations and business rules to achieve optimum results.

Who should attend
system administrators, business analysts, operations

Partner Developers will have their chance to ask questions and explore APIs during this deep dive session.

Who should attend
Developer Partners

Lenders have data on borrowers, but is that data being used to create new business? This panel will provide real examples of how lenders are tapping into their data to drive process improvements, reduce friction and create competitive advantages.

Who should attend
executives, c-level, SVPs, business leaders

Data is the #1 driver for developing a well-informed business strategy.  Find out what Ellie Mae's is doing to provide access to real-time industry aggregate data to help you understand important trends such as the average time to close, changes in interest rates, borrower demographics, credit scores and more. 

Who should attend
business strategy leaders, business intelligence staff, data scientists, developers

  • 5:00 pm
  • 7:00 pm

Client Appreciation Reception

Wednesday, March 13, 2019

  • 7:00 am
  • 4:00 pm

Registration / Information Desk Open

  • 7:00 am
  • 8:00 am

Breakfast

  • 7:00 am
  • 8:00 am
  • 10:00 am
  • 4:00 pm

Exhibit Hall Open / Ellie Mae Cares Volunteer Activity

  • 10:00 am
  • 10:45 am

Refreshment Break

  • 10:45 am
  • 11:45 am

Breakout Sessions

Industry expert and nationally renowned speaker, Dale Vermillion, will provide proven strategies for fostering better relationships with critical partner channels. You'll leave the session with a solid action plan on how to focus your team's approach and keep referral volumes up in a tight market.

Who should attend
sales, loan officers, marketing, mortgage industry executives, system administrators, business management, loan origination

Learn how the new AllRegs Online helps lenders manufacture loans more efficiently, accurately, and of higher quality which results in faster turn times and less time with loans on the warehouse line. This session will provide an overview of the updated and modernized interface and highlight all new features for an enhanced user experience.

Who should attend
compliance officers and managers, loan production, loan originators, processors, underwriters, business managers, system administrators, operations managers, closing managers 

Hear from Ellie Mae experts and lender developers during this rapid-fire use-case session. Innovative examples will be shared to provide insights into how these lenders have leveraged APIs to transform their business. Find out how you too can innovate your lending operation. 

Who should attend
Developers

Learn how to build a robust data platform from the ground up to fuel your data strategy. Get practical examples and work with peers to formulate a good strategy for your organization. [Workshop #1 in a three-part series.]

Who should attend
business intelligence staff, data scientists, developers

Learn from Ellie Mae experts how to leverage new tools to build a first class experience for your loan officers. Understand how to integrate various configurations for Encompass Loan Officer Connect and how to take advantage of the new Web Input Form Builder and custom tools to improve your loan officer's productivity. 

Who should attend
system administrators, business analysts, operations

Learn about the latest updates with Ellie Mae's "Connect" suite of solutions and how our Developer Partners are working with Ellie Mae to build a true digital mortgage.

Who should attend
Developer Partners

Cybersecurity is everyone's responsibility at your company.  In our world of "If you see something, say something," having as many eyes and ears as possible can help alert you about issues sooner, rather than later.  This session will focus on key areas to focus your employee education and training, strategies to minimize your risk, and pillars of a successful and cohesive company security program.

Who should attend
cybersecurity managers, risk and compliance, fraud managers, security engineers, security officers, application security, CIOs / CTOs, IT staff, legal and privacy staff

Consumers are increasingly looking to HELOCs as a means of financing home additions and renovations, creating opportunities for lenders. In this session, our presenters will cover key market trends that are driving consumer demand for HELOCs, utilizing new Encompass features to efficiently close HELOCs and Ellie Mae's product strategy for helping lenders boost HELOC productivity and deliver a fully digital mortgage.

Who should attend
loan officers, sales, loan origination, business management, marketing, mortgage industry executives

  • 11:45 am
  • 1:00 pm

Lunch

  • 1:00 pm
  • 2:00 pm

Breakout Sessions

Are you converting 100% of your sales opportunities? See how Velocify by Ellie Mae coupled with the power of Encompass Consumer Connect and Encompass CRM can effectively capture, engage, and turn consumers into customers for life.

Who should attend
marketing, sales, loan officers, mortgage industry executives, system administrators, business management

Learn how lenders continue to reduce time to close and optimize the loan origination lifecycle with the latest Encompass workflows and automation. Get a firsthand look at automated service ordering and how you can leverage existing functionality to reduce your own processing time.  

Who should attend
loan officers, loan processors, mortgage industry executives, system administrators, business management

Join this informative session featuring a small panel of clients, who will share how they are leveraging publishing in their organizations. Discover how it contributes to their ROI, efficiencies and improved business practices. They will discuss how to keep up with compliance demands and have a single source of truth to publish lending guides and overlays into a library that is easy to locate saving time and increasing productivity.

Who should attend
compliance managers, processors, loan production, underwriters, business managers, system administrators, operations managers

Coming soon.

Who should attend
Developers

Focus on best practices for setting up and managing service ordering in Encompass Loan Officer Connect. Find out how you can provide your loan officers, and their borrowers, with a truly efficient loan experience.

Who should attend
system administrators, business analysts, operations

Staying one step ahead of the bad guys is an ongoing game of cat and mouse. Learn the latest techniques for keeping your email secure and avoiding phishing attacks, as well as techniques for reducing email spam and how to deal with social engineering.

Who should attend
cybersecurity managers, risk and compliance, fraud managers, security engineers, security officers, application security, CIOs / CTOs, IT staff, legal and privacy staff

  • 2:00 pm
  • 2:30 pm

Refreshment Break

  • 2:30 pm
  • 3:30 pm

Breakout Sessions

See how lenders just like you have improved the ease of application and reduced the time to close loans using Encompass Consumer Connect.

Who should attend
marketing, sales, loan officers, mortgage industry executives, system administrators, business management

Expanding into a new channel requires careful planning and technology to truly be successful. In this session, you will learn the market trends that are driving lenders to expand into wholesale and correspondent channels, the opportunities and the risks. As well as how Ellie Mae's Encompass TPO Connect and Encompass Investor Connect solutions deliver a truly digital mortgage experience for your partners.

Who should attend
wholesale lenders, correspondent investors, Encompass TPO Connect customers

Join this discussion on what lies ahead in the future of non-qualified mortgage lending. Learn the current state of affairs related to non-qualified mortgage lending and the potential future market opportunity for those lenders who are prepared.

Who should attend
compliance officers and managers, loan production, loan originators, processors, underwriters, business managers, system administrators, operations managers, closing managers

What are the latest development trends and which ones should you employ? Have an open discussion with Ellie Mae developers on the software lifecycle, open source development, infrastructure disruption, agile methodology, cloud best practices, and more. Discuss how to effectively interface with business teams to take a business problem to a market solution.

Who should attend
Developers

Get best practices for designing your own analytics solution, what to look for when evaluating third-party visualization tools and learn how to incorporate artificial intelligence and machine learning to maximize the value on your data platform and take forecasting and risk mitigation to the next level. [Workshop #2 in a three-part series. Previous workshop recommended.]

Who should attend
business intelligence staff, data scientists, developers

Learn best practices for configuring Encompass Consumer Connect to deliver a truly customized, best-in-class borrower experience. Find out how you can take advantage of this 'must have' solution to capture more business.

Who should attend
system administrators, business analysts, operations

Security protocols are only as powerful as their implementation--and their maintenance.  In this session, we'll review a checklist of best practices to maintain and enhance your Encompass security practices including password change rules, IP restrictions, and system audit trails.

Who should attend
cybersecurity managers, risk and compliance, fraud managers, security engineers, security officers, application security, CIOs / CTOs, IT staff, legal and privacy staff

  • 3:30 pm
  • 4:00 pm

Refreshment Break

  • 4:00 pm
  • 5:00 pm

Breakout Sessions

You won't want to miss this opportunity to learn more about your favorite Consumer Engagement solutions and get more out of your tools – Encompass Consumer Connect, Encompass CRM, Velocify by Ellie Mae, Encompass Loan Officer Connect and Encompass Product & Pricing Service. You can also ask your most pressing "how to" questions to our panel of expert users and product managers in this fun, interactive and informative session.

Who should attend
system administrators, marketing, sales, loan officers, mortgage industry executives, business management

The mortgage industry has made great strides in making the digital mortgage "dream" a reality with one key exception: The Closing process. eClosing remains the holy grail of fully automating the entire digital mortgage process. In this session, our presenters will explain the eClosing process, how lenders are approaching it today and what the future holds.

Who should attend
processors, underwriters, business managers, system administrators, operations managers, closers

Join us for best practices and methodologies for effective organizational compliance training. Learn from the success of customers who have developed effective compliance training programs and processes in their organizations. Learn how to address different learning needs including millennial learners.

Who should attend
compliance officers and managers, training managers, loan production, loan originators, processors, underwriters, business managers, system administrators, operations managers

Understand the code within. Whether deployed in the application or in the cloud, this session will provide a technical deep dive of plugins today and their equivalent APIs.

Who should attend
Developers

Get hands on experience building executive dashboards designed to provide actionable insights that can lead to smarter and faster decision-making. Learn how to build and report on important KPIs for your management team. [Workshop #3 in a three-part series. Previous workshops recommended.]

Who should attend
business intelligence staff, data scientists, developers, software engineers

Do you want to learn how to become a true Encompass developer? Almost there but need some guidance? This session will give you the path and the tools you need to reach your success goals.

Who should attend
system administrators, business analysts, operations

This session will focus on security best practices within several of Encompass "Connect" offerings, including Encompass Consumer Connect, Encompass Loan Officer Connect, Encompass Developer Connect, and more.  Learn how to stay safe with the latest measures, including certificate-based authentication, two-factor authorization, federation, and many others.

Who should attend
cybersecurity managers, risk and compliance, fraud managers, security engineers, security officers, application security, CIOs / CTOs, IT staff, legal and privacy staff

  • 5:00 pm

Conference Concludes