Administrator Essentials Workshop

Maximize effectiveness, master foundational Encompass Administrator skills

The Administrator Essentials Workshop is a 5-day intensive, hands-on program designed to provide a foundational level of skills and knowledge for new Encompass Administrators to perform essential Encompass administrative functions. The class is held from 8:30 am - 4:30 pm local time Monday through Friday.

Register now using your Company Login and these steps:

  • Go to the Encompass Resource Center and click the Education Services tab at the top of the page
  • Click the Ellie Learns link
  • Select the Catalog tab
  • Use the search tool and enter: ADMINISTRATOR ESSENTIALS WORKSHOP to locate the course
  • Add the course to your cart and check out

Class Schedule

Monday July 23,24,25,26,27 2018
Pleasanton - RM 124B
Monday September 17,18,19,20,21 2018
MicroTek - Chicago A
Monday September 24,25,26,27,28 2018
Pleasanton - RM 124B
Monday October 1,2,3,4,5 2018
MicroTek - Boston A
Monday October 15,16,17,18,19 2018
MicroTek - Dallas
Monday October 22,23,24,25,26 2018
Pleasanton - RM 124B
Monday November 5,6,7,8,9 2018
New Horizons CLC of SoCal - Anaheim, CA
Monday November 26,27,28,29,30 2018
Pleasanton - RM 124B
Monday December 3,4,5,6,7 2018
Pleasanton - RM 124B
Monday December 10,11,12,13,14 2018
Pleasanton - RM 124B
Monday December 17,18,19,20,21 2018
Honolulu, HI
View Education Calendar


New banker client Encompass Administrators, or new-to-role Encompass Administrators, or Encompass Administrators who have not received “formal” Encompass Administration training, or Encompass Administrators upgrading from the Broker to Banker edition.


Participants new to Encompass or not familiar with the basics of Encompass Administration must complete these prerequisites:

  • Encompass Essentials - Introduction to Encompass
  • Encompass Essentials - Loan Origination Essentials Part 1
  • Encompass Essentials - Loan Origination Essentials Part 2
  • Encompass Essentials - eFolder Essentials

Workshop modules include:

  • Introduction to Encompass Administration Settings & Tools
  • User Access
  • Milestone Setup
  • Loan File Setup
  • Templates
  • Tables & Fees
  • Compliance Settings
  • eFolder
  • Loan Custom Fields
  • Custom Input Forms
  • Printing: Settings and Forms
  • Contacts
  • Reports
  • Dashboards
  • Case Study
  • Administration Maintenance
  • Testing
  • Administration Resources

Tuition includes:

  • Attendance in the five-day Workshop
  • Use of a PC with high-speed internet access during the Workshop for exercises and practice
  • Participant Workbook
  • Continental breakfast and lunch daily
  • Cost: $3975

Fee: $3975 per person

Additional Questions:

Contact your Account Manager or