Hands-on Training

Add a day of training to further enhance your conference experience. 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, and improve compliance management. Classes are available for all mortgage industry experience and skill levels.

See the training agenda

Please review the list of system requirements to ensure your laptop is setup properly in advance of your ICE Experience 2023 Training. Confirm your laptop meets course requirements before January 23, 2023.

See all laptop requirements

Monday - February 27, 2023

Seating is limited

ICE Experience + Training - Bring your own laptop

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 - February 27, 2023

Seating is limited

ICE 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?

Training agenda

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

Monday - February 27, 2023
Morning: 8:00AM - 12:00PM

AIQ by ICE Mortgage Technology® is an omnichannel solution that intelligently automates key business processes for lenders, investors, and servicers. In this session, you will learn how AIQ captures, processes, and automates all the documents in the mortgage origination process through a series of hands-on activities. You will also explore the AIQ Income and Credit Analyzers.


Objectives

  • Define AIQ and its processes
  • Compare the Encompass eFolder and AIQ
  • Use Automatic Document Recognition (ADR) and Automatic Data Extraction (ADE)
  • Apply AIQ workflow by incorporating many AIQ applications into your business processes

Are you looking to transition your standard Encompass® by ICE Mortgage Technology® conditions to Enhanced Conditions? This session provides guidance for transitioning to Enhanced Conditions by exploring the necessary Encompass settings and transition tools. You will also learn the steps to successfully use Enhanced Conditions.


Objectives

  • Define Encompass Enhanced Conditions
  • Recognize the difference between standard Conditions and Enhanced Conditions
  • Use Enhanced Conditions
  • Configure Enhanced Conditions
  • Transition loan files to Enhanced Conditions
  • Monitor and track Enhanced Conditions

Are you a newer Encompass® by ICE Mortgage Technology® administrator? If so, this session is designed for you to learn best practices to maintain Encompass using simple solutions, as well as troubleshoot Encompass issues. You’ll also explore the ICE Mortgage Technology Platform products and resources available.


Objectives

  • Explore ways to improve the Encompass workflow
  • Diagnose and resolve Encompass issues
  • Maintain Encompass using best practices
  • Explore ICE Mortgage Technology® Platform products
  • Access Encompass resources

Do you already use the Web Input Form Builder (WIFB), but want to take your experience to the next level? This session will focus on using JavaScript and event handlers to create advanced web input forms for use in the web version of Encompass® by ICE Mortgage Technology®.


Objectives

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

Are you an Encompass® by ICE Mortgage Technology® administrator new to using business rules or need a refresher? This course will focus on the built-in functionality available with business rules used for workflow automation, including Field Triggers, Field Data Entry, Milestone Completion, and Persona Access to Fields. You will explore the best practices for creating and maintaining business rules. Learn to create, deploy, and test business rules following best practices with hands-on activities.


Objectives

  • Construct business rules with a systematic process
  • Differentiate field trigger use vs. field calculations and Dynamic Data Management (DDM) rules
  • Troubleshoot business rule challenges
  • Assess business rules best practices

Are you interested in using Encompass eClose? This session is designed for lenders who are looking to implement Encompass eClose. Through guided instruction and practical activities, you will learn the information needed to begin the transition, use, and maintain Encompass eClose.


Objectives

  • Use Encompass eClose
  • Configure the Encompass eClose settings
  • Begin the transition to Encompass eClose
  • Maintain Encompass eClose

Are you a software developer new to working with Encompass Developer Connect? Are you an Encompass® by ICE Mortgage Technology® administrator who wants to know more about Encompass Developer Connect? In this session, you'll uncover the capabilities of Encompass Developer Connect APIs. You'll start with REST basics and research the APIs using the Encompass Developer Connect portal. During the hands-on activities, you will implement the APIs using the Encompass Developer Connect Portal 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

LUNCH
12:00PM - 1:00PM

Monday - February 27, 2023
Afternoon: 1:00PM - 5:00PM

In this session, we will prepare you for using the construction management features in Encompass, deepen your understanding of the terminology used, and provide you with an overview of the supported workflows to help apply the functionality to current business processes.


Objectives

  • Identify the three construction workflows supported by Encompass
  • Create Construction (Only) and Construction-to-Permanent (Perm) loans in Encompass
  • Evaluate the best workflow to use with the Construction products that your company offers

Do you completely understand your Encompass Compliance Service report or could you use it more effectively? In this session, you will learn to use the compliance report for increased efficiency and effectiveness based on best practices. Using hands-on activities, you will be able to conquer the most common header messages in the compliance report.


Objectives

  • Explore the settings that impact the Encompass Compliance Service
  • Access and interpret the Encompass Compliance report
  • Identify and resolve the most common Fail, Alert, and Warning messages
  • Access the resources for the Encompass Compliance Service

Are you interested in exploring the features of the web version of Encompass® by ICE Mortgage Technology®? In this session, you will get hands-on experience with the web version of Encompass and explore the settings which impact it.


Objectives

  • Use the web version of Encompass
  • Explore the settings that impact the web version of Encompass
  • Access the resources for the web version of Encompass

In this session, you will explore the features and functionality related to home equity line of credit (HELOC) automation in Encompass® by ICE Mortgage Technology®. You will also improve your agility by leveraging the HELOC tables, templates, and dynamic data management.


Objectives

  • Discuss the benefits of HELOC automation
  • Use HELOC workflow automation
  • Configure HELOC workflow automation
  • Access the available HELOC resources

Are you an Encompass® by ICE Mortgage Technology® administrator looking to enhance your Encompass workflow? Dynamic Data Management will help you do just that by offering an efficient solution with a wide array of options and flexibility. Learn to create, deploy, and test field and fee rules following best practices with hands-on activities.


Objectives

  • Explain the use cases and performance impacts of DDM
  • Work with field and fee rules using data tables and scenarios
  • Version rules
  • Use calculations within rules
  • Determine how conflicts between DDM rules and field triggers are handled

Are you an Encompass® by ICE Mortgage Technology® administrator who wants to learn Visual Basic to create business rules which go beyond the built-in functionality? In this session, 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 test business rules with hands-on activities.


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

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


Audience

This course is designed for Encompass developers. 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