Encompass Administrator Essentials Workshop

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.

Workshop Logistics

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

Download Justification Letter

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

Class Agenda:

• 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