Take your administrator skills gained from Administrator Essentials to the next level while preparing for Administrator Certification. Gather valuable insight into user access and milestones in the first online session. Get your loan setup in top form through the second online session. Build effective configurations using business rules, custom fields, and the input form builder in the final online session.

Class Schedule

Wednesday November 14,15,16 2018 Register
Wednesday November 28,29,30 2018 Register
Wednesday December 5,6,7 2018 Register
Wednesday December 19,20,21 2018 Register
View Education Calendar

Program Details

Online Session 1 - Extending User Access & Milestones
Discover best practices around building your hierarchy structure and utilizing the user access components including Persona Access to Fields and Persona Access to Loans. Additional focus is placed on best practices with milestone and milestone template utilization.

  • User access – all components
  • Milestones

Online Session 2 - Going Beyond Loan Setup
Ensure you are working within our best practices for loan templates, folders, alerts and tasks for optimal system performance. Get an in-depth look at how eFolder document protection works and how to configure it. Lastly, we look at some best practices and business rules focused on printing.

  • Loan templates
  • Tasks
  • Alerts
  • Loan folders
  • eFolder & Document Protection
  • Printing

Online Session 3 - Beyond Essentials Configuration
Build your system configuration with a focus on effectiveness and performance with Field Triggers, Field Data Entry, and Milestone Completion business rules. Further your knowledge with effective use of custom fields and the input form builder.

  • Business rules
  • Custom fields
  • Form builder


Administrators who have either attended the Administrator Essentials Workshop, or have at least a year of Encompass Administrator Experience. This course also provides an opportunity for candidates to broaden their knowledge base before attempting the Encompass Administrator Certification Pretest.

Fee: $399 per person


  • 3 two-hour sessions delivered online
  • Live Instructor
  • Hands-on, interactive exercises
  • Training workbooks and materials

Additional Questions:

Contact your Account Manager or Training@EllieMae.com