Broker Implementation Essentials: This week long (5 sessions-10 hours total) class incorporates best practices for setting up and implementing Encompass Broker. Class curriculum includes: Introduction to Encompass, Company Setup, Loan Setup, eFolder Setup, Docs Setup, Loan Templates, Tables and Fees and Business Rules. We will also review System Administration and the Admin Tool.
|Monday August 13,14,15,16,17 2018||Register|
|Monday August 20,21,22,23,24 2018||Register|
|Monday September 10,11,12,13,14 2018||Register|
|Monday September 17,18,19,20,21 2018||Register|
|Monday October 1,2,3,4,5 2018||Register|
|Monday October 22,23,24,25,26 2018||Register|
|Monday December 3,4,5,6,7 2018||Register|
This is a Broker course that is comprised of 5 sessions.
Session 1: Intro to Encompass & Company/User Setup. This session is approximately 2 hours and designed to the take you through the steps of setting up basic information related to the company hierarchy, users, permissions and basic loan setup for Brokers.
Session 2: Loan Setup Part 2. This session is approximately 2 hours and is designed to take you through the more advanced steps of loan setup, including the setup of the eFolder.
Session 3: Tables and Fee/ Contact Setup. This session is approximately 2 hours and is designed to take you through setting up contacts, tables and fees, and business rules.
Session 4: Loan Templates. This session is approximately 2 hours and is designed to take you through the steps of setting up loan templates for loan programs, input form sets, service providers, tasks and data.
Session 5: System Administration. This session is approximately 2 hours. This session takes you through setting up Additional Services, System Administration and Admin Tools.
Fee: $995 per person
Encompass Broker System Administrators
Contact your Account Manager or Training@EllieMae.com