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Encompass WebClasses
From originating loans to marketing your business, Ellie Mae University WebClasses simplify getting started and taking full advantage of your Ellie Mae solutions. WebClasses are live online courses taught by professional trainers—many of whom have mortgage industry experience as well. All you need is a phone, a computer, and an Internet connection. Courses Available
Loan Origination and Processing Part 1 (top  )This course is an introduction to Encompass and shows you how to log in, navigate through Encompass, and access the online help system. You will learn the simplest method of originating new loans and ordering credit and other services. In addition, you will become skilled at working with milestones, verifications, tracking documents and conditions, and understanding the benefits of the communication capabilities within Encompass. Loan Origination and Processing Part 1 is the first class in a two part series.
Loan Origination and Processing Part 2 (top )This course is a continuation of Loan Origination and Processing Part 1. You will learn additional loan creation techniques along with your personal configuration options, and how to use the Rolodex. In addition, you will gain a better understanding of the components of loan templates, and Encompass tools such as the prequalification, loan comparison, co-mortgagors, and amortization schedule tools. You will discover how to work within various input forms such as the Borrower Summary, 1003, GFE and TIL.
Setup and Configuration - Part 1 (top )This course teaches system administrators the basic setup and configuration of Encompass. Loan folders, the organization hierarchy, user profiles, and auto loan numbering are covered. You will learn how to customize the Contacts tab including custom contact fields. Additional topics covered are document tracking, eFolder setup, milestone setup and loan custom fields.
Setup and Configuration - Part 2 (top )This course covers templates, custom forms and the maintenance of Encompass. You will learn how to create loan templates that will improve your users' productivity and accuracy; how to create user shortcuts by setting up tables, fees and HELOC tables; and how to create custom print forms containing data from the loan file. You will learn how to maintain Encompass using its administrative tools and how to use the options in the Admin Tools. Rebuilding the pipeline, current logins, licensed add-ons, the settings manager, and the reporting database are also covered.
Electronic Document Management and Status Online (top )Encompass Electronic Document Management is the best way to store, manage and deliver all the documents associated with a loan—from the moment it is originated all the way to closing. In this course, you will learn how to store, archive, and access your electronic documents, and how to safely submit your electronic packages to consumers, lenders and other third parties. You'll also discover how to use Status Online, a powerful option that lets you give borrowers, real estate agents, or other partners access to a secure loan status website, where they can easily access current loan information at any time, from any Internet connection.
Contact Management and Marketing (top )The Encompass Contact Manager includes user-friendly tools to help you manage and market your business. In this course, you will learn how to create, import, export, and print your contacts, and how to use search options to identify contacts to mail or email your custom letters. You will see how a loan can be originated from contacts and how some loan information is copied back to the Contact Manager when the loan is completed. You'll also learn about the calendar, including the calendar sharing feature, and task lists.
Encompass Campaign Manager (top )The Encompass Campaign Manager, available exclusively with Encompass Professional Edition, Custom Edition, Banker Edition, and Encompass Anywhere, allows you to create, manage, and execute multi-step marketing campaigns to help build your business. This course shows brokers and loan officers how to easily create campaigns using the Campaign Wizard, and how to use queries to automatically add and remove contacts from the campaigns. You will learn how to add steps and tasks such as sending emails, printing letters, sending faxes, scheduling phone calls, and getting reminders on the calendar or task list. You will also learn how to perform the campaign tasks and to view the history in the Campaign Manager and Contacts.
Encompass Reporting (top )Visibility and accurate reporting are keys to any successful business. This course shows brokers and loan officers how to use the powerful tools within Encompass to create and run up-to-the-minute reports on a variety of performance indicators. You will learn how to define the basic report information, fields, milestones, and loan folders. You will also learn how to create filters to limit the data displayed on the report. In addition, administrators will learn how to set up the reporting database.
Closing with Encompass (top )In this course, you'll learn how to use the closing process in Encompass, including how to draw documents from within Encompass without using any third-party software. The Encompass closing process works in conjunction with Encompass Closer (Ellie Mae's integrated document preparation solution), enabling data to flow automatically from Encompass and making document preparation quick and easy. In the class, you'll become familiar with the Encompass closer persona and the specific user interface for document preparation and closing loans.
Encompass WebCenter for Administrators (top )In this course, administrators will learn how to use the features of the Encompass WebCenter, including how to navigate through the administrator interface and how to set up and edit navigation pages, resources and tools. You will also gain a greater understanding of the WebCenter's seamless connection with the Encompass software.
Encompass Power Processing (top )This advanced course will teach originators, processors, and brokers tips and strategies for using Encompass to effectively process loans in today's market. In addition to presenting our Encompass Power Processing formula, we'll cover how Encompass addresses current industry and market trends; how to overcome common processor challenges; how to improve accuracy and efficiency using loan templates; how to improve your productivity by eliminating paper-based processing; and how to improve customer service and relationships with Status Online tools. We'll also cover how to use the loan pipeline logs and alerts to stay on track and improve collaboration between processors and loan officers.
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