Ellie Mae Encompass For Mac

Thriving as an Encompass Administrator

Ellie Mae Encompass For Mac And Cheese
Ellie Mae Appraisal Center
Encompass Ellie Mae
Ellie Mae Encompass For Mac Pro
Ellie Mae Encompass User Guide

In September 2013, Ellie Mae introduced the updated mortgage-management system Encompass360 to help underwriters comply with the latest federal mortgage rules in beginning in 2014. This system features debt-to-income calculators, discount assessment, and tools for evaluating a given loan's quality. Ellie Mae is the leading cloud-based platform provider for the mortgage finance industry. Our technology solutions enable lenders to originate more loans, reduce origination costs, and shorten the time to close, all while ensuring the highest levels of compliance, quality and efficiency. Please be aware that all remote access sessions with Ellie Mae Inc. Are recorded for troubleshooting purposes. Refer to the Setting Up SSO in Encompass guide for more information about single sign-on options for Encompass. How to Get Up and Running with Encompass To quickly learn about Encompass, take advantage of the Ellie Mae Resource Center and all it has to offer. You can access the. Encompass360 SmartClient – Installation and Login Instructions. This document describes the process for installing the Encompass360 SmartClient and then logging into Encompass360. The Encompass360 Server application runs on a server and is a ccessed by users who are running the Encompass360 SmartClient application on their computers.

This session provides you with best practices for system maintenance, basic steps and simple solutions for Encompass efficiency, and leveraging Ellie Mae resources to resolve issues. This is skills-based training, with practical application exercises.

Course Agenda

Troubleshooting
Be a good citizen
Monitor: Fit for purpose

Monitor: Fit for use
Document everything
Implement an action plan

Getting Started: HELOC for Administrators

This session will present the options for setting up and using Encompass for your Home Equity Line of Credit (HELOC) loans. Improve your agility by learning how to leverage templates to improve your origination workflow.

Course Agenda

Discover the amazing benefits of HELOC automation
Walk along the path of HELOC workflow automation
Surf through the settings that make HELOC automation work

Play around with other HELOC automation scenarios; and
Ride along the path of available HELOC resources.

Automation through Expert Business Rules

This session is aimed at Encompass Administrators who want to learn VB.NET to create 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, test, and manage business rules in Encompass.

Course Agenda

Construct complex business rules with a systematic process
Write efficient code for complex business rules
Troubleshoot business rule challenges

Differentiate field trigger use vs. field calculations and Dynamic Data Management (DDM) rules
Assess business rules best practices

Advanced Web Input Form Builder

This session is for Encompass Administrators and users who are already using the Web Input Form Builder (WIFB). You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications such as Loan Officer Connect using the Web Input Form Builder. Plugins and extensions will be utilized in this course.

Course Agenda

Create a web input form for Encompass LO Connect
Upload JavaScript files
Create asynchronous custom event handlers

Create and upload a plugin for Encompass LO Connect
Explore new Elements in the WIFB

Enhance your Encompass Workflow with Dynamic Data Management

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.

Course Agenda

Explain the use cases and performance impacts of DDM
Work with fee and field rules using data tables and scenarios
Version fee and field rules

Use calculations within fee and field rules
Determine how conflicts between DDM rules and field triggers are handled

Introduction to Encompass Developer Connect

Are you a software developer new to working with Encompass Developer Connect? Are you an Encompass Administrator who wants to know more about Encompass Developer Connect? In this course, you'll uncover the capabilities of Encompass Developer Connect APIs. You'll start with REST basics and researching the APIs using the Encompass Developer Connect Portal. You'll also review the requirements of executing Encompass Developer Connect calls and execute them through the Encompass Developer Connect Portal Try It feature and Postman™. Finally, you will practice implementing APIs.

Course Agenda

Describe REST Basics
Execute Encompass Developer Connect Calls

Leverage Encompass Developer Connect Try It Feature
Research APIs in Encompass Developer Connect Portal

Encompass System Administration and the New URLA

This class will allow Encompass administrators to experience the end user workflow changes and navigate the admin settings related to the new redesigned URLA in Encompass. Our experienced trainers will provide practical application and hands-on activities to guide administrators in the set-up of the new URLA in Encompass. Each participant will receive a participant guide with exercises.

This class shares case study activities with the URLA End User class, therefore as a System Administrator it is not necessary to take both URLA classes.

Course Agenda

Ellie Mae Encompass For Mac And Cheese

Explore the end user workflow changes
Navigate the new URLA settings and their impacts
Implement the URLA workflow changes

Use an action plan to test and release the URLA workflow changes
Locate available resources

Encompass Persona-based Training: Originator

This hands-on, instructor-led class covers the basic processing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating borrower and loan data, and requesting order-out services. Detailed eFolder activities feature requesting/retrieving supporting documents, splitting and indexing files, reviewing signed disclosures, and managing underwriting conditions. Participants will also learn time-saving Encompass keyboard shortcuts.

Course Agenda

File Contacts
Locking (if applicable)
Conversation Log
Mortgage Insurance

Encompass Persona-based Training: Processor

This hands-on, instructor-led class covers the basic origination workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, efficiently completing the loan application, ordering services, understanding required fields, requesting eConsent, and uploading and indexing files in the eFolder. Participants will also learn time-saving Encompass keyboard shortcuts.

Course Agenda

Services
File Contacts
Conversation Log

Encompass Persona-based Training: Underwriter

This hands-on, instructor-led class covers the basic underwriting workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating loan summary data, working with underwriting forms, and documenting the loan decision. Detailed eFolder activities include identifying supporting and disclosure documents, reviewing the appraisal, and creating/clearing underwriting conditions with Document Manager. Participants will also learn time-saving Encompass keyboard shortcuts.

Course Agenda

Services
File Contacts
Conversation Log

Encompass Persona-based Training: Closer

This hands-on, instructor-led class covers the basic closing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms in order to generate the Closing Disclosure and the Closing package, along with interpreting the fee variance worksheet. Detailed eFolder activities include fee documentation from appraisal invoice and tile report, identifying underwriting closing conditions, sending/retrieving the pre-closing CD, and sending the closing package to the Settlement Agent. Participants will also learn time-saving Encompass keyboard shortcuts.

Course Agenda

Preparing for Closing Docs
Reviewing Fee Variance Worksheet
Reviewing Disclosure Tracking
Reviewing Closing Conditions
Preparing Closing Forms
Reviewing 2015 Itemization
Reviewing/Completing RegZ – CD
Reviewing/Completing Closing Disclosure, all pages

Sending Pre-Closing CD to Borrower
Demo: eSigning CD as Borrower
Sending Closing Docs Package to Settlement Agent
Retrieving Closing Docs as Escrow Company
Completing HMDA Info
Completing Funding Worksheet
Completing Doc Signing Milestone

Encompass 301

Do you want to become an Encompass power-user? This advanced-level course guides experienced Encompass users to prepare disclosures, utilize reports and dashboards.

Ellie Mae Appraisal Center

Course Agenda

Input loan information using best practices
Utilize best practices when preparing Disclosures

Navigate the eFolder using best practices
Differentiate between Dashboards & Pipeline views; to assist in making a beneficial decision when setting users views

Going Mobile with Encompass LO Connect

Are you a loan originator new to Encompass LO Connect? Or maybe you’re an admin who wants to know more about how Encompass LO Connect can improve efficiency? Encompass LO Connect lets you stay connected to a single system or record using any desktop, mobile, or tablet device and allows you to get real-time access to your loans to connect with borrowers, agents, referral partners, credit reporting agencies, and underwriters. You will learn how to use Encompass LO Connect to enhance borrower communications, stay engaged, and deliver a superior customer experience.

Encompass Ellie Mae

Course Agenda

Use Opportunities to create Loan Scenarios, email a scenario to the borrower, and start a new loan using a loan scenario.
Complete a borrower application using the standard Borrower Summary Origination and Loan Application forms in LO Connect.

Order credit and other services through LO Connect.
Review the Admin Portal features from a high-level.

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

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

Course Agenda

Identify the three construction workflows supported by Encompass.
Create a Construction (Only) loan and two types of Construction-to-Permanent (Perm) loans in Encompass.

Have an understanding and ability to evaluate the best workflow to use with the Construction products that your company offers.

Effectively Originating in Encompass: FHA Loans

In this session end-users will get hands-on experience on using the FHA Management Input Form, and the necessary additional forms needed to complete an FHA loan in Encompass. In addition, learn how to submit data to FHA using the functions within the FHA Management Input Form. We will cover important tips for working with the FHA loan program.

Course Agenda

Navigate the loan process for FHA loans within Encompass
Utilize FHA forms relevant to typical FHA loans

Review of FHA services that are embedded within the FHA forms in Encompass
Explore an FHA Refinance loan

Creating eLearning Training Modules

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.

Course Agenda

Summarize key elements of the instructional design and development process
Build a micro eLearning lesson to include an interaction and assessment using Vyond

Generating the New URLA with Encompass

This course will provide end users with the skills to navigate the redesigned URLA and the dynamic design of the form in Encompass. Our experienced trainers will provide practical application and hands-on activities of multiple loan types and borrower scenarios that Encompass users experience day-to-day. Users will navigate through the platform including accessing the services of credit and underwriting during the training. Each participant will receive a participant guide with exercises.

Course Agenda

Differentiate between the old and new URLA form
Navigate the new URLA form in Encompass

Ellie Mae Encompass For Mac Pro

Use the new URLA form following the Encompass workflow and best practices
Locate available resourcesg

Introduction to Encompass Developer Connect

Course Agenda

Describe REST Basics
Execute Encompass Developer Connect Calls

Leverage Encompass Developer Connect Try It Feature
Research APIs in Encompass Developer Connect Portal

Programming with Encompass Developer Connect: Beyond the Basics

Advance beyond the basics of Encompass Developer Connect and explore the new commands and capabilities. You’ll explore the V3 APIs and their benefits. Discover how the Webhooks API has evolved and how can you use them to build automation in your loan management process.

This course is designed for Encompass developers and Encompass Independent Service Vendors. Experience in programming Encompass Developer Connect APIs is a requirement for success. Participants will be expected to program using RestSharp and to review diagnostic information.

Ellie Mae Encompass User Guide

Course Agenda

Execute webhooks automation using the new features