Get trained, and dream bigger

Master mission-critical skills and join a community of visionaries and innovators. You'll be able to:

  • Implement new best practices
  • Optimize Encompass workflow
  • Advance proficiencies
  • Improve compliance management

Classes are available for all mortgage industry experience and skill levels. Laptops, course materials and meals provided.

View Pre-conference Training Agenda
Seating is limited
Monday, March 19
(Seating is limited)

Experience + Training

Early Bird Pricing
through Dec 15
(through Dec 15)

$2,190

Standard Pricing
after Dec 15 - $2,490
(after Dec 15)

$2,490

Pre-conference Training agenda

monday, march 19

8:00am - 12:00pm

BEGINNER
Encompass NG Developer Basics

Course description:

Beginning Encompass Developers start here! This course will show you how to use Microsoft Visual Studio to make a basic console application to open a loan and read initial 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 Encompass NG Open API, the basics of REST API programming, and get an intro on how to work with loan data using the Encompass NG Open API.

Target audience:

  • System Developers or System Administrators with listed prerequisites

Prerequisites:

  • Basic knowledge of Visual Studio, REST APIs, and object-oriented programming (preferably C#)
BEGINNER INTERMEDIATE
Preparing for Encompass NG - Administrators

Course description:

This course will help prepare System Administrators for transitioning settings from Encompass to Encompass NG, including business rules, custom fields and calculations, and input forms. This will include best practices using the Admin settings in Encompass NG.

Target audience:

  • System Administrators

Prerequisites:

  • None
BEGINNER
Encompass 201: The Loan Workflow

Course description:

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.

Target audience:

  • End Users

Prerequisites:

  • Encompass 101: Introduction to Encompass
INTERMEDIATE
Effectively Originating Construction/Construction-to-Perm Loans in Encompass

Course description:

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

Target audience:

  • End Users

Prerequisites:

  • None
BEGINNER INTERMEDIATE
Transitioning from Encompass WebCenter to Encompass Consumer Connect

Course description:

Class also offered from 1:00pm-5:00pm - Get everything you need to know to build and publish an Encompass Consumer Connect Website, and review tips and tricks to transition from Encompass WebCenter to the new Encompass Consumer Connect platform.

Target audience:

  • End Users

Prerequisites:

  • None
BEGINNER INTERMEDIATE
Creating eLearning Training Modules

Course description:

This session will review eLearning development tools used by Ellie Mae, and provide hands on practice with storyboarding, course creation, interaction development, adding audio and/or video, and assessment development.

Target audience:

  • Training Coordinators
  • Compliance Managers
  • System Administrators

Prerequisites:

  • None
INTERMEDIATE ADVANCED
Encompass NG Input Form Builder

Course description:

This course is for Encompass Administrators who are using the current Input Form Builder tool and for Encompass Administrators who want to explore the Encompass NG Input Form Builder. In this session we will show how to use the new Encompass NG Input Form Builder to create input forms including adding events handlers. You'll learn to create, deploy, and maintain input forms with custom fields using the Encompass NG Encompass Input Form Builder.

Target audience:

  • System Administrators

Prerequisites:

  • None

Lunch

12:00pm - 1:00pm

monday, march 19

1:00pm - 5:00pm

INTERMEDIATE
Encompass NG for Developers: Beyond the Basics

Course description:

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 Encompass NG Open API to perform more sophisticated standalone tasks, including accessing a variety of Encompass entities, ordering services like Credit via APIs, and using webhooks to improve workflow.

Target audience:

  • System Administrators

Prerequisites:

  • Advanced knowledge of Visual Studio, REST APIs, and object oriented programming (preferably C#)
ADVANCED
Enforcing Best Practices/Processes with Expert Business Rules

Course description:

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.

Target audience:

  • System Administrators

Prerequisites:

  • Familiarity with VB.NET
INTERMEDIATE
Encompass 301

Course description:

Take your skills to the next level, and do more as a user in Encompass. This session will delve into the details around creating dashboard and pipeline views.

Target audience:

  • End Users

Prerequisites:

  • Encompass 201
INTERMEDIATE
Encompass Compliance Service

Course description:

This course is aimed at new system administrators, processors, underwriters, and closer end users who have at least 6 months of end user experience in Encompass. In this program we will explore compliance settings, troubleshooting Know Before You Owe, and ATR/QM fails.

Target audience:

  • End Users

Prerequisites:

  • None
BEGINNER INTERMEDIATE
Transitioning from Encompass WebCenter to Encompass Consumer Connect (Repeat)

Course description:

Class also offered from 8:00am-12:00pm - Get everything you need to know to build and publish an Encompass Consumer Connect Website, and review tips and tricks to transition from Encompass WebCenter to the new Encompass Consumer Connect platform.

Target audience:

  • End Users

Prerequisites:

  • None

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