Encompass Client Resources

Your success is our top priority. With resources in place to help you from the point of set-up through to individual user training and ongoing technical support, you are guaranteed to be successful with Encompass Banker Edition.

• Professional Services
• Training
• Support

Professional Services

Our Professional Services team is here to make sure that your specific software needs are being met. With our wide range of service offerings, you can quickly get up and running with Encompass.

• Business workflow consultation
• Encompass configuration based on tailored business recommendations
• Custom input and output forms
• Campaign Management configuration
• Loan template setup
• Encompass deployment recommendations
• Encompass server setup and configuration
• Custom applications to communicate with your Encompass Server

To schedule your free Professional Services consultation, please send an email with your client ID and contact details to proservices@elliemae.com. If you haven't yet purchased Encompass and would like more information about Professional Services, please contact Encompass Sales at 888.955.9100.

Training

Knowledge is power. To ensure that you get the most out of Encompass and learn how to use the solution to effectively manage and grow your business, we offer comprehensive onsite and online training for system administrators and end-users.

If you're a system administrator, we'll train you on set-up and configuration and on use of the business process management tools so you can configure the system to meet your company's specific needs. If you're an end-user, we'll train you on the key concepts you need to successfully complete your work inside Encompass.

Courses include:

• Banker Edition Setup and Configuration
• Input Form Builder
• Banker Edition Loan Origination and Processing
• Contact Management and Marketing
• Encompass Campaign Manager
• Underwriting
• Closing and Funding
• Secondary Marketing

We also have a host of on-demand videos so you can learn about key Encompass features and capabilities at your own pace.

Support

We offer a wide range of online and telephone support options so you can get all the help you need with Encompass. Online options include our Knowledge Base with helpful articles covering our most frequently asked questions, our user forum with advice and announcements from Ellie Mae experts and fellow users and our Documentation Library, which houses the latest Encompass technical and reference documents. We also have an experienced team of technical professionals ready to help you via online chat, email or phone.