Hands-on training

Master essential skills with courses available for both the Encompass® loan origination system and the MSP® loan servicing system. Implement best practices, optimize workflows, advance your expertise, and gain hands-on experience to increase daily performance. Take advantage of pre- conference training to set yourself up for success in 2025.

Add a day of training to enhance your conference learning.

Classes are available for all skill levels in the mortgage industry.

Training Track

Encompass pre-conference training courses

Full day session - $1,000

  • Session 1: 8:00 - 10:00 a.m.
  • Break: 10:00 - 10:30 a.m.
  • Session 2: 10:30 a.m. - 12:30 p.m.
  • Lunch: 12:30 - 1:30 p.m.
  • Session 3: 1:30 - 5:00 p.m.
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Training Track

New for 2025: MSP and servicing technology pre-conference training courses

Half-day sessions - $500 each (lunch included)

  • Session 1: 8:30 a.m. – 12:30 p.m.
  • Lunch: 12:30 - 1:30 p.m.
  • Session 2: 1:30 - 5:00 p.m.
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Encompass pre-conference training agenda

Hands-on training enrollment includes three sessions: two in the morning and one in the afternoon. To complete your enrollment, please select three courses.

Monday - March 10, 2025
Session 1: 8 - 10 a.m.

Audience
Encompass Administrators, business analysts, managers, decision makers

Are you thinking of migrating to the web version of Encompass? This course will help you identify actions you can take to transition. The training will focus on the benefits of transitioning to the web version of Encompass, architectural differences between the web version and the desktop version, major components of the web version and steps to take in your Encompass configuration to allow for a smooth transition when you’re ready.

Audience
Encompass Administrators, business analysts, managers, decision makers

Are you looking to automate your workflows? Enhanced Conditions are a key to your success. Using Enhanced Conditions, you can automatically add individual Enhanced Conditions to a loan file or add all applicable Enhanced Conditions based on your Automated Enhanced Conditions business rules. In this course, we’ll first look at the differences between standard Conditions and Enhanced Conditions. We’ll explore how you’ll configure Enhanced Conditions based on best practices and automate them using Workflow Rules. You’ll leave with an action plan to ensure a successful transition to Enhanced Conditions.

Audience
Encompass Administrators, business analysts, managers, decision makers

Field Triggers are a staple for building automation within Encompass. With all the new innovations within the ICE platform, you’ll want to ensure your business rules are ready for use across all platform products, such as the web version of Encompass. We’ll explore how to create Field Triggers so they are compatible across all platform products, the ways you can modify your existing business rules to provide automation across all platforms and the tools available to test them. What about Workflow Rules? Have you been hearing about them and wondering how they will impact your use of Field Triggers? We’ll provide clear guidance on when to use them following ICE best practices.

Audience
Encompass Administrators, software developers

Are you an Encompass administrator looking to learn about Encompass customizations, but do not know how to get started with JavaScript? This course will give you the basics to establish a working environment, understand the basics of JavaScript syntax for web customizations and integrate Encompass Developer Connect API calls within the Encompass framework.

Monday - March 10, 2025
Session 2: 10:30 a.m. - 12:30 p.m.

Audience
Encompass Administrators, business analysts, managers, decision makers

Description: Accelerate your workflow automation with ICE Data & Document Automation. In this course, we will integrate the administrative, management and user perspectives to identify key capabilities in the Data, Document and Analyzer toolbox that are poised to be a critical aspect of your Encompass workflow. Join us as we walk through processes that lay the groundwork for expanding the use of analyzer information to drive workflow, improve the consistency of document indexing and eFolder design and create strategies for user adoption of these changes.

Audience
Encompass Administrators, business analysts, managers, decision makers

Workflow Rules drive successful workflow automation and allow you to adopt an exception-based workflow. In this course, we’ll look at how you can use and configure Workflow Rules for use in both the desktop and web versions of Encompass. We’ll look at how Workflow Rules enable you to automate each piece of your workflow, such as ordering services, adding and clearing Enhanced Conditions, emailing notifications and adding and completing Workflow Tasks. Finally, we’ll explore the Automation Audit feature to monitor the status of your Workflow Rules.

Audience
Encompass Administrators, software developers

The next level of training for web input forms is here. This 201 course will help you elevate your skills to the next level by effectively using component events, JavaScript and the ICE Secure Scripting Framework (SSF). We’ll programmatically set component properties and navigate to web specific forms. Additionally, we’ll explore integrating Encompass Developer Connect APIs and third-party APIs with custom web input forms to simplify integrations and dynamically provide enhanced usability.

Audience
Encompass Administrators, software developers

Get ahead of the Encompass SDK transition. In this course, we’ll review what is changing and how you may be impacted. We’ll discuss the changes needed to Encompass SDK plugins and standalone programs. We’ll also explore alternative options to plugins and standalone programs. You’ll leave with an action plan to help you ensure a successful transition.

Lunch
12:30 - 1:30 p.m.

Monday - March 10, 2025
Session 3: 1:30 - 5 p.m.

Audience
Encompass Administrators, business analysts, managers, decision makers

Discover efficiencies and ROI gains using today’s automation tools. In this hands-on workshop, you’ll create workflow processes to gain underwriting efficiencies. The workshop will use tools such as Workflow Rules, Workflow Tasks and Workspaces, Enhanced Conditions and Services Management. We’ll explore the ways ICE Data & Document Automation can further improve your efficiencies and ROI gains.

Audience
Encompass Administrators, business analysts, managers, decision makers

Discover efficiencies and ROI gains using today’s automation tools. In this hands-on workshop, you’ll create workflow processes to automate the disclosure process. The workshop will use tools such as Workflow Rules, Workflow Tasks and Workspaces, Enhanced Conditions and Services Management.

Audience
Encompass Administrators, software developers

Are you an Encompass administrator looking to elevate your skills using today’s technologies? In this hands-on workshop, you’ll use web technologies to create innovation, automation and acceleration. The workshop will use tools such as the Encompass Developer Connect APIs, Workflow Rules, Web Input Form Builder and web plugins.

MSP and servicing technology pre-conference training agenda

Hands-on training for MSP and our suite of servicing solutions are available in half-day or full-day formats. Please select one course for a half-day option or two courses for a full-day option.

Monday - March 10, 2025
Session 1: 8:30 a.m. - 12:30 p.m.

Audience
MSP Consumer/HELOC Servicing Billing Administrators

Learn how to make better use of the MSP consumer billing file information to both offer your customers promotional opportunities and keep them informed. The ICE consumer billing file provides a myriad of information that is available to share with customers. A discussion will be held of the information available on the file, how to understand it, how it can be used and how to answer customer inquiries. Following the discussion, hands on activities will be conducted to assist you with a better understanding of how information is displayed on-line, in the file and on the customer’s statement.

Audience
MSP Special Loans Managers and Processors

Unlocking the mystery of an MSP ARM Audit. This hands-on session will compare the mortgage note to the system data and provide the process steps for corrections.

Participants will review:

  • Loan level fields within the ARM Workstation
  • The Payment Change file
  • How to correct Caps and Indexes
  • How to maintain the ARM Change letter
  • Year End Impacts

Audience
MSP Cash and Corporate Accounting Managers and Processors

Discover the purpose and importance of MSP Daily Balancing, including best practices for balancing cash payments processed and reconciling all cash flow through the system.

Lunch
12:30 - 1:30 p.m.

Monday - March 10, 2025
Session 2: 1:30 - 5 p.m.

Audience
MSP Consumer/HELOC Cash Managers and Processors

Enhance efficiency and improve your customer experience: Clients tend to look at backdating transactions holistically across mortgage and consumer portfolios. The implications of backdating transactions for consumer loans will be discussed and analyzed by the class using real life scenarios, hands on the keyboard exercises, followed by a review of the MSP output to gain a true understanding of these activities and how to research issues posed by customers.

Audience
MSP Servicing Billing Administrators

Learn how to make better use of the MSP billing file information for communicating with your customers. In this class, participants will engage in a detailed review of MSP’s external output files #0571 for mortgage loans and #2796 for construction loans. The review will involve a discussion on the data and available options that can make your statements stand out.

Audience
ICE Invoicing Administrators

Description: Learn Invoicing administrator functions for servicers, including configuration of the Invoicing application in a hands-on lab environment. Clients will have the opportunity to practice within the business rule engine including configuration of Servicer guidelines.

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