- Business Rules
Encompass Administrator Essentials Workshop
Maximize effectiveness, master foundational Encompass Administrator skills.
Now offered in two different formats
Choose your preferred learning style:
- Traditional classroom
- Instructor Led Online Class (ILOC)
Both formats deliver a foundational level of knowledge and skills for new Encompass Administrators to perform essential Encompass administrative functions. Participants will also gain tips and tricks to make administrative functions easier.
Traditional Classroom - $3,975
- Five-day intensive class, 8:30 am - 4:30 pm local time Monday through Friday.
- Includes use of PC, high-speed internet access, print Participant Guide, and daily continental breakfast and lunch
Instructor Led Online Class - $3,975
- Delivered over one or two weeks at a variety of times to fit into your schedule
- Includes digital Participant Guide, schedule flexibility, and no travel costs
What will I learn?
Upon completion of the course, participants will be able to:
- grant access to users
- define business rules to limit user access, enforce workflow requirements, and define field values
- create custom input forms to increase the efficiency of data entry
- work with admin maintenance tools
- troubleshoot basic problems
- Introduction to Encompass Administration Settings & Tools
- User Access
- Milestone Setup
- Loan File Setup
- Tables & Fees
- Compliance Settings
- Loan Custom Fields
- Custom Input Forms
- Printing: Settings and Forms
- Case Study
- Administration Maintenance
- Administration Resources