Implementation Services

Start achieving ROI faster. The right solution deserves the right implementation, and our experts are ready to help you minimize risk, optimize deployment, and take full advantage of Encompass® — right from the start.

Ensure a smooth and efficient rollout

Each implementation package is designed to help you minimize cost, lower risk, and improve your ROI. Our team will work closely with you to:

  • Guide your project team through the implementation project phases from introduction to project completion
  • Schedule and conduct project meetings and provide best practices for successful testing and deployment
  • Provide guidance and training for your system administrator through key settings to help you leverage the power of Encompass
  • For additional details, please review the package offering settings matrix
  • Hold post-deployment meetings prior to project completion for up to eight weeks
  • Set up Encompass Docs Solution™, Encompass Compliance Service™ and Encompass Product & Pricing Service™
Resources

Chemical Bank Case Study

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Options for every business and budget

Implementation Service
Packages:
Encompass pre-configuration*
Dedicated implementation consultant
Settings, business rules, dashboard, and condition configuration
Onsite or remote assistance
Encompass Product & Pricing Service™ set up
Encompass Compliance Service™ set up
Encompass Docs Solution™ set up
Encompass TPO WebCenter™ set up
Encompass Consumer Connect™ set up
Resources (Datasheet)

Implementation Packages:

Standard
Encompass pre-configuration*
Dedicated implementation consultant
Settings, business rules, dashboard, and condition configuration
Onsite or remote assistance
Remote
Encompass Product & Pricing Service™ set up
Encompass Compliance Service™ set up
Encompass Docs Solution™ set up
Encompass TPO WebCenter™ set up
Add-on
Encompass Consumer Connect™ set up
Add-on
Resources (Datasheet)
Standard
Plus
Encompass pre-configuration*
Dedicated implementation consultant
Settings, business rules, dashboard, and condition configuration
Onsite or remote assistance
Remote & Onsite
Encompass Product & Pricing Service™ set up
Encompass Compliance Service™ set up
Encompass Docs Solution™ set up
Encompass TPO WebCenter™ set up
Add-on
Encompass Consumer Connect™ set up
Add-on
Resources (Datasheet)
Standard
Elite
Encompass pre-configuration*
Dedicated implementation consultant
Settings, business rules, dashboard, and condition configuration
Onsite or remote assistance
Remote & Onsite
Encompass Product & Pricing Service™ set up
Encompass Compliance Service™ set up
Encompass Docs Solution™ set up
Encompass TPO WebCenter™ set up
Add-on
Encompass Consumer Connect™ set up
Add-on
Resources (Datasheet)
Encompass
Lite
Encompass pre-configuration*
Dedicated implementation consultant
Settings, business rules, dashboard, and condition configuration
Onsite or remote assistance
Remote
Encompass Product & Pricing Service™ set up
Encompass Compliance Service™ set up
Encompass Docs Solution™ set up
Encompass TPO WebCenter™ set up
Add-on
Encompass Consumer Connect™ set up
Add-on
Resources (Datasheet)
Mini
Correspondent
Encompass pre-configuration*
Dedicated implementation consultant
Settings, business rules, dashboard, and condition configuration
Onsite or remote assistance
Remote
Encompass Product & Pricing Service™ set up
Encompass Compliance Service™ set up
Encompass Docs Solution™ set up
Encompass TPO WebCenter™ set up
Add-on
Encompass Consumer Connect™ set up
Add-on
Resources (Datasheet)

      * Encompass settings, or a customized set of Encompass Settings to best meet your needs.

Custom implementations available

We can customize an implementation plan based on your unique needs, goals, and timelines. Additionally, we will work with you to create a statement of work tailored to your specific business requirements.

Implementations education

Ellie Mae also offers several implementation education packages to ensure your team and company are aligned and on the same page upon deployment.

Education Packages:
Remote Sessions (up to 2 hours each)
Onsite Training (consecutive days)

Education Packages:

Express
Remote Sessions (up to 2 hours each)
4
Onsite Training (consecutive days)
Standard
Remote Sessions (up to 2 hours each)
8
Onsite Training (consecutive days)
Premium
Remote Sessions (up to 2 hours each)
6
Onsite Training (consecutive days)
3
Custom
Remote Sessions (up to 2 hours each)
Tailored to meet your specific
business requirements.
Onsite Training (consecutive days)






"We realized that we’re a mortgage company focused on relationships, not a technology company. The benefits of relying on a partner to handle updates, maintenance, hosting, and compliance, so we could focus on our core business, brought us to Ellie Mae."


Dan Richards

Executive Vice President of Technology, Academy Mortgage

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