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Encompass 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.

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

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2019 Schedule

Dates Price Type Location  
18, 19, 20, 21, 22 $3,975 Classroom MicroTek - Charlotte Register
Time: 8:30 AM - 4:30 PM (Local time)
25, 26, 27, 28, 29 $3,975 Classroom Velocify by Ellie Mae - Los Angeles, CA Register
Time: 8:30 AM - 4:30 PM (Local time)
Dates Price Type Location  
15, 16, 17, 18, 19 $3,975 Classroom Pleasanton - RM 124A Register
Time: 8:30 AM - 4:30 PM (Local time)
Dates Price Type Location  
20, 21, 22, 23, 24 $3,975 Classroom New Horizons - Grand Rapids Register
Time: 8:30 AM - 4:30 PM (Local time)
23 $3,975 Classroom Virtual Class Online Register
Time: 8:00 AM - 5:00 PM (Local time)
Dates Price Type Location  
3, 4, 5, 6, 7 $3,975 Classroom ContactPointe - St. Louis, MO Register
Time: 8:30 AM - 4:30 PM (Local time)
3, 4, 5, 6, 7 $3,975 Classroom ContactPointe - Portland, ME Register
Time: 8:30 AM - 4:30 PM (Local time)
10, 11, 12, 13, 14 $3,975 Classroom Kinetic Technology Solutions - Portland, OR Register
Time: 8:30 AM - 4:30 PM (Local time)
12, 14, 17, 19, 21, 24, 26 $3,975 Classroom Virtual Class Online Register
Time: 8:30 AM - 12:00 PM (Local time)
Dates Price Type Location  
8, 9, 10, 11, 12 $3,975 Classroom Virtual Class Online Register
Time: 8:00 AM - 2:00 PM (Local time)
8, 9, 10, 11, 12 $3,975 Classroom New Horizons - Nashville Register
Time: 8:30 AM - 4:30 PM (Local time)
17, 19, 22, 24, 26, 29, 31 $3,975 Classroom Virtual Class Online Register
Time: 8:30 AM - 12:00 PM (Local time)
29, 30, 31, 1, 2 $3,975 Classroom ContactPointe - Minneapolis, MN Register
Time: 8:30 AM - 4:30 PM (Local time)
Dates Price Type Location  
15, 20, 22, 27, 29, 3, 5, 10 $3,975 Classroom Virtual Class Online Register
Time: 9:00 AM - 12:00 PM (Local time)
19, 20, 21, 22, 23 $3,975 Classroom New Horizons of Rhode Island Register
Time: 8:30 AM - 4:30 PM (Local time)
Dates Price Type Location  
9, 10, 11, 12, 13 $3,975 Classroom ContactPointe - San Diego, CA Register
Time: 8:30 AM - 4:30 PM (Local time)
30, 1, 2, 3, 4 $3,975 Classroom New Horizons - Las Vegas Register
Time: 8:30 AM - 4:30 PM (Local time)
Dates Price Type Location  
7, 8, 9, 10, 11 $3,975 Classroom MicroTek - Chicago B Register
Time: 8:30 AM - 4:30 PM (Local time)
14, 15, 16, 17, 18 $3,975 Classroom MicroTek - Washington, D.C. Register
Time: 8:30 AM - 4:30 PM (Local time)
23, 25, 28, 30, 1, 4, 6 $3,975 Classroom Virtual Class Online Register
Time: 8:30 AM - 12:00 PM (Local time)
Dates Price Type Location  
18 $3,975 Classroom Virtual Class Online Register
Time: 8:00 AM - 5:00 PM (Local time)
18, 19, 20, 21, 22 $3,975 Classroom MicroTek - Dallas Register
Time: 8:30 AM - 4:30 PM (Local time)
Dates Price Type Location  
2, 3, 4, 5, 6 $3,975 Classroom Virtual Class Online Register
Time: 8:00 AM - 2:00 PM (Local time)
16, 17, 18, 19, 20 $3,975 Classroom ContactPointe - Tampa, FL Register
Time: 8:30 AM - 4:30 PM (Local time)