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.

Class Schedule

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
View Education Calendar

Program Details

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

Audience:

Encompass Broker System Administrators

Additional Questions:

Contact your Account Manager or Training@EllieMae.com