Exclusive insights from
visionaries & innovators

Two days, eight tracks and everything you need to originate more loans, lower costs, and reduce time to close. Take home practical strategies and real-world insights by connecting with a community of peers, Ellie Mae product wizards, compliance experts, and industry thought leaders. Follow a track, or pick and choose the individual sessions that interest you.

Compliance

Digital Mortgage

Executive

Best Practices & Networking

Sales & Marketing

Developer

Solution Showcase

Partners

Breakout Sessions

tuesday, march 20
10:45am - 12:15pm
Compliance
HMDA in Focus: 2018 and Beyond

Changes are already underway, with more coming through 2020. Learn how Encompass can help you be ready for these changes.

  • Get the latest info on new updates and receive clarification on existing requirements
  • Hear about specific parts of the rule worthy of a closer look and identify what you and your organization should be doing to prepare
  • Learn how Encompass and other solutions are supporting HMDA data collection and reporting requirements, and how to validate your readiness in capturing and reporting data

Recommended for:

Executive
Innovative Strategies for a Successful Future

Hear from industry thought leaders on how to best prepare your company for future success.

  • Learn how to prepare and develop your people, processes, and technology for the future
  • Get advice on how to evolve from a reactive to a proactive culture
  • Hear other C-level industry insiders detail how they’re preparing their shops to continue to drive value in the future

Recommended for:

Digital Mortgage
Lowering Front-End Customer Acquisition Costs

Find out how to implement and leverage a fully digital front-end process to bring in more business at a lower cost.

  • See how to use better marketing automation to streamline workflow and capture/convert more leads
  • Explore best practices for providing borrowers with a high-tech, human-touch service that gives you a competitive edge
  • Discuss potential gains to be made via Encompass CRM, Encompass Consumer Connect, Encompass Loan Officer Connect, and Encompass Product & Pricing Service

Recommended for:

Best Practices & Networking
Hall of Fame: Focus on Compliance Automation

Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Excellence in Compliance Automation discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:

  • Open Q&A
  • Peer discussion
  • Networking opportunities

Recommended for:

Developer
Roadmap: The Next Generation of Encompass

Get an essential walkthrough of Encompass NG from Ellie Mae leaders and product experts.

  • Learn what’s coming in the next generation of Encompass to help you increase automation and profitability
  • Explore Encompass NG current functionality
  • Get a full view into the Encompass NG technology roadmap and upcoming innovations

Recommended for:

Partners
Maximizing Your Ellie Mae Partnership to Increase Adoption

Get best-practice insights for growing your business through your partnership with Ellie Mae.

  • Explore new strategies for driving adoption and growing business
  • Learn more about our new Partner Success Program and how it can benefit your business
  • Get key insights into what our lender clients look for when choosing which Ellie Mae partner is best for their business

Recommended for:

tuesday, march 20
11:00am - 11:30am
Solution Showcase
Encompass TPO Connect

Get an up-close look at Encompass TPO Connect, and see how you can use it to maximize wholesale and correspondent performance and profitability. Session includes:

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

tuesday, march 20
11:45am - 12:15pm
Solution Showcase
Health Check

Get an up-close look at Ellie Mae’s Health Check offering and see how you can use it for added Encompass system benefits, increased productivity, and personalized administrative training. Session includes:

  • Overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

tuesday, march 20
1:30pm - 2:00pm
Solution Showcase
Mortgage Education

Get an up-close look at our mortgage education solutions and services, and see how you can use them to keep your team current, compliant, and at the top of their game. Session includes:

  • Solutions overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

tuesday, march 20
1:30pm - 3:00pm
Compliance
KBYO: What you Need to Know About 2018 Changes

The CFPB has published 2017 KBYO Amendments and has also published a proposed rule that would allow creditors to use the Closing Disclosure (instead of the Loan Estimate) to determine good faith, regardless of when the Closing Disclosure is provided relative to consummation.

  • Learn about the latest on KBYO updates from Ellie Mae compliance experts
  • Gain insight into how these new updates will impact your systems, operations, and procedures
  • Find out how Encompass will support the KBYO updates

Recommended for:

Executive
Lowering Your Cost of Origination

Get real-world strategies for increasing efficiency, profitability, and cost savings.

  • Find out how to unearth and eliminate hidden costs
  • Explore proven approaches from your peers for achieving greater profits and peak efficiency
  • Learn how to accelerate ROI at all points in the loan process

Recommended for:

Digital Mortgage
Increasing Productivity Through Enhanced Process Automation

Find out how to enhance your process and improve workflow efficiencies through greater automation. GSE representative will be on hand to share solutions that can help improve efficiencies.

  • See how to configure Encompass NG for greater workflow automation
  • Learn how automated service ordering can positively impact loan quality
  • Get new best practices for digital underwriting workflows and practices

Recommended for:

Best Practices & Networking
Hall of Fame: Focus on Efficiency and ROI

Session also offered on Wednesday, March 21 from 1:30pm-3:00pm - Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Outstanding Efficiency in ROI discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:

  • Open Q&A
  • Peer discussion
  • Networking opportunities

Recommended for:

Developer
Preparing for Encompass NG Part 1: From SDK to APIs

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

  • Learn about the currently available APIs and Ellie Mae’s API roadmap
  • Get critical timeline/milestone tips and details from Ellie Mae technology leaders
  • Learn how to best migrate from the SDK to APIs in order to innovate even faster

Recommended for:

tuesday, march 20
2:15pm - 2:45pm
Solution Showcase
Encompass Consumer Connect

Get an up-close look at Encompass Consumer Connect and see how you can turn interest into applications with a next-generation online experience. Session includes:

  • Solutions overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

tuesday, march 20
3:00pm - 3:30pm
Solution Showcase
Virtual Admin / Tech Pulse

Get an up-close look at Ellie Mae’s Virtual Admin and Tech Pulse offerings and see how they can help you improve performance. Session includes:

  • Overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

tuesday, march 20
3:45pm - 4:15pm
Solution Showcase
Encompass CRM

Get an up-close look at Encompass CRM and see how you can use the automated one-to-one marketing and business intelligence to capture attention and close more loans. Session includes:

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

tuesday, march 20
3:45pm - 5:15pm
Compliance
Product Compliance Town Hall

Walk away with answers to your most pressing compliance questions.

  • Discuss the current and future regulatory landscape with compliance and Ellie Mae product experts
  • Share your thoughts and concerns about upcoming regulatory changes
  • Learn about Encompass compliance support and share ideas and best practices with peers/industry leaders

Recommended for:

Executive
New Approaches for More Effective Consumer Engagement

Learn how to leverage the latest trends and technology tools to deliver the American Dream of homeownership faster.

  • Discover why borrowers are increasingly seeking out lenders that provide a mix of high-tech service and human-touch support
  • Explore how the digital mortgage is changing the role of loan officers in your organization
  • Learn best practices for engaging consumers across multiple channels

Recommended for:

Digital Mortgage
Digital eClosings: Current Trends and Effective Tactics
Best Practices & Networking
Hall of Fame: Focus on Business Growth

Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Exceptional Excellence in Business Growth discusses how they’ve used Ellie Mae technology to achieve greater success. Session also features:

  • Open Q&A
  • Peer discussion
  • Networking opportunities

Recommended for:

Developer
Preparing for Encompass NG Part 2: API Best Practices

Get the game plan for leveraging APIs to customize innovative solutions and improve company performance.

  • Hear from peers who are successfully using APIs today
  • Understand best practices for using APIs
  • Learn how to get started using APIs to integrate, automate and innovate

Recommended for:

tuesday, march 20
4:30pm - 5:00pm
Solution Showcase
AllRegs Online / AllRegs Custom Publishing

Learn how AllRegs Online allows lenders to confidently navigate and stay ahead of ever-changing agency guidelines, underwriting requirements, and compliance regulations. Also gain insight into how AllRegs Custom Publishing services to see how to meet policy and procedure requirements, and outline and demonstrate regulatory adherence. Session includes:

  • Solutions overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

wednesday, march 21
10:45am - 12:15pm
Compliance
GSE Updates: The Latest Insights

Hear directly from GSE representatives and Ellie Mae experts about how to leverage new solutions and best practices for greater success.

  • Ask questions and gain insights into the latest URLA requirements and other industry hot topics
  • Hear compliance experts and regulators discuss new updates and changes
  • Learn how Encompass can help you manage these changes

Recommended for:

Digital Mortgage
Getting Loans Purchased Faster Through Secondary Marketing and Digital Delivery

Learn how to eliminate antiquated manual processes, ensure accuracy, and improve profit margins.

  • Get secondary marketing insights to help you maximize your trade efforts and gain access to top investors
  • See why more lenders are utilizing digital delivery to minimize risk and ensure document and data security
  • Explore best practices to speed investor delivery and purchase, and make audit prep easier

Recommended for:

Sales & Marketing
Driving a Greater Return on Your Digital Marketing Strategy

Get essential insights in this workshop by WSI Digital Marketing Services, experts in financial industry-specific digital and internet marketing solutions.

  • Learn how to build a more effective marketing plan and leverage digital marketing tools
  • Discover how to establish a better marketing brand strategy to increase awareness
  • Get new best practices for improving your website, SEO, and social media, along with measuring effectiveness

Recommended for:

Best Practices & Networking
Encompass Innovation Challenge in Focus

Join us as our Encompass Innovation Challenge winners and participants discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:

  • Open Q&A
  • Peer discussion
  • Networking opportunities

Recommended for:

Developer
Technical Perspective: Better Business Analytics

Learn the technical aspects of accessing vast amounts of lender data to better leverage analytics.

  • Get a behind-the-scenes look at the first data platform built to manage your loan data in one place
  • See how to effectively navigate and leverage data for better analytics
  • Explore the technical aspects of Ellie Mae’s data and business analytics solutions roadmap

Recommended for:

Partners
Next-Generation Integrations

Get best-practice insight and answers to your questions about how to grow your business through your partnership and our next-generation partner integrations.

  • Explore strategies for using our next-generation APIs to extend capabilities and gain better control over your integration
  • Preview our API roadmap and new Encompass Partner Connect solution
  • Find out how to leverage your integration with our Connect family of solutions to increase ROI

Recommended for:

wednesday, march 21
11:00am - 11:30am
Solution Showcase
AllRegs by Ellie Mae Education Manager

Find out how to facilitate your organization’s compliance and industry-education needs from this comprehensive learning management system integrated Encompass. The solution includes a full suite of mortgage and compliance courses, knowledge checks, and NMLS-approved courses to help ensure your employees stay on top of their continuing education requirements. Session includes:

  • Solutions overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

wednesday, march 21
11:45am - 12:15pm
Solution Showcase
Business and System Optimization Review

Get an up-close look at solutions and services for business and system optimization, and see how you can use them to achieve maximum ROI/profitability and prepare your organization for Encompass NG. Session includes:

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

wednesday, march 21
1:30pm - 3:00pm
Compliance
Proactive Approaches to Examinations and Audits

Knock, knock, it’s the CFPB. Are you ready? Get expert advice and be ready when the auditors drop by.

  • Gain insights into the latest URLA requirements and the latest on UCD
  • Hear compliance experts and regulators discuss new URLA fields and data
  • Learn how Encompass can help you manage these changes

Recommended for:

Digital Mortgage
Business Perspective: Encompass NG and Digital Mortgage Roadmap

Get insights into the future of the digital mortgage and how Encompass NG will deliver on the promise of a fully-automated workflow.

  • Discover how Ellie Mae is pioneering a fully digital mortgage to help your company originate more loans, lower costs, and reduce time to close
  • Explore Encompass NG current solution availability and future functionality
  • Get a full business view into the Encompass NG roadmap and upcoming innovations

Recommended for:

Sales & Marketing
Successful Approaches to Channel Expansion

Hear how some of your most successful peers are leveraging Ellie Mae technology to expand into other channels and grow their business opportunities.

  • Explore emerging trends and best practices for expanding into retail, wholesale, or correspondent channels
  • See how the latest Encompass enhancements can support and speed business expansion
  • Get a preview of what features Encompass includes today and what is coming to support these business channels

Recommended for:

Best Practices & Networking
Hall of Fame: Focus on Efficiency and ROI (Repeat)

Session also offered on Tuesday, March 20 from 1:30pm-3:00pm — Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Outstanding Efficiency and ROI discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:

  • Open Q&A
  • Peer discussion
  • Networking opportunities

Recommended for:

Developer
Customizing the User Experience in Encompass NG

See how you can customize Encompass NG to deliver a more connected, user-friendly experience across all channels.

  • Learn how to seamlessly migrate your existing custom forms into Encompass NG
  • See how to use the new Input Form Builder to create basic custom forms and custom code
  • Get best practices for creating extensions in Encompass NG

Recommended for:

wednesday, march 21
1:30pm - 2:00pm
Solution Showcase
Encompass Loan Officer Connect

Get an up-close look at Encompass Loan Officer Connect, and see how you can use it to originate and edit loans from any device and improve customer service. Session includes:

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

wednesday, march 21
2:15pm - 2:45pm
Solution Showcase
Enterprise Tech Support

Get an up-close look at our Enterprise Tech Support, and see how personalized support can help you maximize your investment in Ellie Mae solutions. Session includes:

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

wednesday, march 21
3:00pm - 3:30pm
Solution Showcase
Encompass Data & Docs Solution

Get an up-close look at our Encompass Data & Docs Solution and see how system-to-system workflow in Encompass directly connects you with investors to ensure you send accurate, compliant, and tamper-proof loan data and documents on every loan. Session includes:

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

wednesday, march 21
3:45pm - 4:15pm
Solution Showcase
Encompass Product & Pricing Service

Get an up-close look at Encompass Product & Pricing Service and see how you can leverage its Encompass integration, historical pricing, and rules management to more effectively price your loans. Session includes:

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

wednesday, march 21
3:45pm - 5:15pm
Compliance
Compliance Peer Working Groups

Collaborate with compliance peers, share best practices, and get strategies for how to best implement these practices into your internal processes and workflow. Working group topics include:

  • HMDA
  • KBYO
  • Policies and compliance management
  • Consumer Direct compliance
  • Construction Lending

Recommended for:

Digital Mortgage
Making Smarter Business Decisions Through Better Data Analytics

Learn how to access and leverage vast amounts of loan data to significantly improve workflow and drive intelligent business decisions.

  • See how Encompass Data Connect leverages cloud, big data, and streaming-data infrastructure for greater insights
  • Hear from your peers about use cases for reducing the effort and costs associated with infrastructure required to access data
  • Get details on the increasing role of machine learning in the mortgage industry

Recommended for:

Sales & Marketing
Lender Panel: Engage Your Audience to Close More Loans

Hear how some of your most successful peers are using digital marketing tactics to bring in more business.

  • Review successful digital marketing campaigns and strategies
  • Get insights into effective lead-generation techniques and how to increase conversion rates
  • Explore how Encompass CRM can streamline and automate your marketing to gain more business and close more loans

Recommended for:

Best Practices & Networking
Hall of Fame: Focus on Digital Mortgage Excellence

Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Digital Mortgage Excellence discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:

  • Open Q&A
  • Peer discussion
  • Networking opportunities

Recommended for:

Developer
Customizing Solutions for a Better Borrower Experience

See how you can deliver a more connected, user-friendly experience for your borrowers.

  • Find out how to build an easy, intuitive online experience that keeps consumers informed and confident throughout the loan process
  • Learn how to utilize widgets and APIs to improve competitive advantage and customer acquisition
  • Walk away knowing how to successfully employ these features in your shop

Recommended for:

wednesday, march 21
4:30pm - 5:00pm
Solution Showcase
Ellie Mae Total Quality Loan Program

Get an up-close look at our Total Quality Loan Program, and see how you can drive more efficiencies and higher quality loans every time.

  • Solution overview
  • Open Q&A
  • Face time with Ellie Mae experts

Recommended for:

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