Hands-on Training

Connect with industry veterans and technology experts who are ready to help you implement new best practices, optimize your Encompass® workflow, advance your proficiencies, and improve your compliance management. Enroll now and grow your career! Classes are available for all mortgage industry experience or skill levels. Course materials and meals are provided to all hands-on training participants.

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Monday - March 14, 2022

Seating is limited

Experience + Training - Bring your own laptop

New to Experience! Save $300 on training when you bring your own laptop. Use this registration link to use your own laptop during Training. Price includes Experience registration and Training.

Early Bird Single price: $2,390
Early Bird Group (5 or more) price: $2,140

Standard Single price: $2,590
Standard Group (5 or more) price: $2,590

Register now
Already registered but want to add training?

Monday - March 14, 2022

Seating is limited

Experience + Training - Rent a laptop

Don’t want to use your laptop? We’ve got you covered. Use this registration link to reserve a rental laptop to use during Training. Price includes Experience registration, Training, and a rental laptop.

Early Bird Single price: $2,690
Early Bird Group (5 or more) price: $2,440

Standard Single price: $2,890
Standard Group (5 or more) price: $2,640

Register now
Already registered but want to add training?

Please review the list of system requirements to ensure your laptop is setup properly in advance of your Experience Training. Confirm your laptop meets course requirements before February 28.

See all laptop requirements

Training agenda

Each hands-on training enrollment includes a morning and afternoon class so please select both to be fully enrolled.

Monday - March 14, 2022
Morning: 8:00AM - 12:00PM

Explore Encompass as an end-user. This course covers best practices within the out of the box Encompass for entering loan data, preparing disclosures, and using the eFolder. We will also explore the differences between the Dashboard and Pipeline views.


Objectives

  • Input loan information using best practices
  • Utilize best practices when preparing Disclosures
  • Navigate the eFolder using best practices

Audience

  • Encompass® User

AIQ by ICE Mortgage Technology (Automation, Intelligence, Quality) is a mortgage software designed to enhance your organizations processes across all channels. Learn how AIQ captures, processes, and automates all the documents in the mortgage origination process through a series of hands-on activities. Future integrations with Encompass® will also be discussed or demonstrated.


Objectives

  • Define AIQ and it processes
  • Compare the Encompass eFolder and AIQ
  • Experience Automatic Document Recognition and Automatic Document Extraction
  • Apply AIQ workflow by incorporating many AIQ applications into your current workflow

Audience

  • Encompass User

This course provides guided instructions and practical activities for transitioning to Encompass eClose, including topics such as how to prepare for and use this streamlined digital closing workflow. If you register for this morning session, you will also need to register for the afternoon session, Getting Started with Encompass eClose: Part 2.


Objectives

  • Use Encompass eClose
  • Prepare for Encompass eClose
  • Setup Encompass eClose
  • Test Encompass eClose
  • Identify key areas of effective change management
  • Prepare for your eClose project
  • Access Encompass eClose resources

Audience

  • Encompass® User
  • System Administrator

Are you an Encompass administrator looking to enhance your workflow? Dynamic Data Management, an efficient solution with a wide array of complex options and flexibility, will help you do just that.


Objectives

  • 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

Audience

  • System Administrator

This session is aimed at Encompass® administrators who want to learn VB.NET to create business rules which go beyond the built-in functionality. In this course, 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.


Objectives

  • 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

Audience

  • System Administrator

Are you a software developer who is new to working with Encompass Developer Connect? Or an Encompass® system administrator who wants to know more about APIs? In this course, you'll uncover the capabilities of Encompass Developer Connect starting with REST basics and researching APIs using the Encompass Developer Connect portal. You'll also review the requirements of executing calls through the Encompass Developer Connect portal's Try It feature and Postman.


Objectives

  • Describe REST Basics
  • Execute Encompass Developer Connect Calls
  • Leverage Encompass Developer Connect Try It Feature
  • Research the APIs in Encompass Developer Connect Portal
  • Implement the APIs

Audience

  • System Administrator
  • Developer

LUNCH
12:00PM - 1:00PM

Monday - March 14, 2022
Afternoon: 1:00PM - 5:00PM

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


Objectives

  • Brief history of FHA
  • Understand the standard FHA workflow
  • Learn important tips for working with FHA loans
  • Utilize FHA Management input forms
  • Submit information to FHA using the FHA Management input form
  • Learn what other forms are used for FHA loan process
  • Navigate the loan process for VA Loans
  • Navigate the VA Forms for Data Entry and Verification
  • Order Required VA Documents or Services from the VA Site Web Loan Guaranty (LGY)

Audience

  • Encompass User

This session is a continuation of the morning session, Getting Started with Encompass eClose: Part 1. This course expands upon the topics covered in Part 1 and provides guided instructions and practical activities to help you setup and test Encompass eClose. If you register for this afternoon session, you will also need to register for the morning session, Getting Started with Encompass eClose: Part 1.


Objectives

  • Configure the settings to use Encompass eClose
  • Conduct a process and documentation review
  • Educate the stakeholders involved in Encompass eClose
  • Conduct end-to-end testing of the Encompass eClose workflow
  • Resolve Encompass eClose issues using a step-by-step process

Audience

  • Encompass User®
  • System Administrator

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.


Objectives

  • 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.

Audience

  • Encompass User

Thriving as an Encompass Administrator is a skills-based training that covers best practices for system maintenance, walks through basic steps and simple solutions for Encompass efficiency, and offers ICE Mortgage Technology resources to enhance your Encompass administrative knowledge.


Objectives

  • Apply troubleshooting best practices
  • Build your Encompass community
  • Repeat steps to maintain your Encompass system
  • Set an action plan

Audience

  • System Administrator

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 Encompass LO Connect, using the Web Input Form Builder.


Objectives

  • Create a web input form for Encompass LO Connect
  • Upload JavaScript files
  • Create asynchronous custom event handlers
  • Explore elements in the WIFB

Audience

  • System Administrator

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


Audience Prerequisites

This course is designed for Encompass developers, Encompass system administrators, 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 review diagnostic information.

Objectives

  • Determine when to use the V3 and V1 APIs
  • Execute webhooks automation using the new features
  • Leverage the Encompass Developer Connect APIs to automate processes

Audience

  • System Administrator
  • Developer