- Ellie Mae Encompass For Mac Catalina
- Ellie Mae Encompass For Mac
- Ellie Mae Encompass For Mac Computers
- Ellie Mae Encompass For Mac And Cheese
Just as it said it would earlier this year, Ellie Mae is indeed bringing Freddie Mac's Loan Product Advisor to Encompass, Ellie Mae's mortgage management solution. According to Ellie Mae. PLEASANTON, Calif. 11, 2019 – Ellie Mae®, the leading cloud-based platform provider for the mortgage finance industry, today announced that PennyMac Loan Services LLC, a subsidiary of PennyMac Financial Services, Inc. (NYSE: PFSI) and currently the largest correspondent aggregator in the United States, will leverage Ellie Mae's next generation Encompass™ Digital Lending Platform to. PLEASANTON, Calif. – May 1, 2017 – Ellie Mae ® (NYSE:ELLI), a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced enhanced workflows with Fannie Mae and Freddie Mac are now available through Ellie Mae's Encompass ® all-in-one mortgage management solution to support the new Uniform Closing Dataset (UCD) ahead of the.
Build your own custom solution and receive help from our highly skilled Ellie Mae Custom SDK/API Consultants. Purchase blocks of hours for Encompass Developer Connect and Encompass SDK training and support. Ellie Mae Solutions. Solution Type (8) Compliance. Investor Delivery. Encompass® Product & Pricing Service.
Thriving as an Encompass Administrator
This session provides you with best practices for system maintenance, basic steps and simple solutions for Encompass efficiency, and leveraging Ellie Mae resources to resolve issues. Transcribe 8 license key full. This is skills-based training, with practical application exercises.
Course Agenda
- Troubleshooting
- Be a good citizen
- Monitor: Fit for purpose
- Monitor: Fit for use
- Document everything
- Implement an action plan
Getting Started: HELOC for Administrators
This session will present the options for setting up and using Encompass for your Home Equity Line of Credit (HELOC) loans. Improve your agility by learning how to leverage templates to improve your origination workflow.
Course Agenda
- Discover the amazing benefits of HELOC automation
- Walk along the path of HELOC workflow automation
- Surf through the settings that make HELOC automation work
- Play around with other HELOC automation scenarios; and
- Ride along the path of available HELOC resources.
Automation through Expert Business Rules
This session is aimed at Encompass Administrators who want to learn VB.NET to create business rules. In this program we will explore the power and flexibility of business rules to help streamline, manage, and enforce business practices and processes. Learn to create, deploy, test, and manage business rules in Encompass.
Course Agenda
- Construct complex business rules with a systematic process
- Write efficient code for complex business rules
- Troubleshoot business rule challenges
- Differentiate field trigger use vs. field calculations and Dynamic Data Management (DDM) rules
- Assess business rules best practices
Advanced Web Input Form Builder
This session is for Encompass Administrators and users who are already using the Web Input Form Builder (WIFB). You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications such as Loan Officer Connect using the Web Input Form Builder. Plugins and extensions will be utilized in this course.
Course Agenda
- Create a web input form for Encompass LO Connect
- Upload JavaScript files
- Create asynchronous custom event handlers
- Create and upload a plugin for Encompass LO Connect
- Explore new Elements in the WIFB
Enhance your Encompass Workflow with Dynamic Data Management
Are you an Encompass administrator looking to enhance your Encompass workflow? Dynamic Data Management will help you do just that as an efficient solution with a wide array of complex options and flexibility.
Course Agenda
- Explain the use cases and performance impacts of DDM
- Work with fee and field rules using data tables and scenarios
- Version fee and field rules
- Use calculations within fee and field rules
- Determine how conflicts between DDM rules and field triggers are handled
Introduction to Encompass Developer Connect
Are you a software developer new to working with Encompass Developer Connect? Are you an Encompass Administrator who wants to know more about Encompass Developer Connect? In this course, you'll uncover the capabilities of Encompass Developer Connect APIs. You'll start with REST basics and researching the APIs using the Encompass Developer Connect Portal. You'll also review the requirements of executing Encompass Developer Connect calls and execute them through the Encompass Developer Connect Portal Try It feature and Postman™. Finally, you will practice implementing APIs.
Chinese radio signal fallout 3. Course Agenda
- Describe REST Basics
- Execute Encompass Developer Connect Calls
- Leverage Encompass Developer Connect Try It Feature
- Research APIs in Encompass Developer Connect Portal
Encompass System Administration and the New URLA
This class will allow Encompass administrators to experience the end user workflow changes and navigate the admin settings related to the new redesigned URLA in Encompass. Our experienced trainers will provide practical application and hands-on activities to guide administrators in the set-up of the new URLA in Encompass. Each participant will receive a participant guide with exercises.
This class shares case study activities with the URLA End User class, therefore as a System Administrator it is not necessary to take both URLA classes.
Course Agenda
- Explore the end user workflow changes
- Navigate the new URLA settings and their impacts
- Implement the URLA workflow changes
- Use an action plan to test and release the URLA workflow changes
- Locate available resources
Encompass Persona-based Training: Originator
This hands-on, instructor-led class covers the basic processing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating borrower and loan data, and requesting order-out services. Detailed eFolder activities feature requesting/retrieving supporting documents, splitting and indexing files, reviewing signed disclosures, and managing underwriting conditions. Participants will also learn time-saving Encompass keyboard shortcuts.
Course Agenda
- File Contacts
- Locking (if applicable)
- Conversation Log
- Mortgage Insurance
Encompass Persona-based Training: Processor
This hands-on, instructor-led class covers the basic origination workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, efficiently completing the loan application, ordering services, understanding required fields, requesting eConsent, and uploading and indexing files in the eFolder. Participants will also learn time-saving Encompass keyboard shortcuts.
Course Agenda
- Services
- File Contacts
- Conversation Log
Encompass Persona-based Training: Underwriter
This hands-on, instructor-led class covers the basic underwriting workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating loan summary data, working with underwriting forms, and documenting the loan decision. Detailed eFolder activities include identifying supporting and disclosure documents, reviewing the appraisal, and creating/clearing underwriting conditions with Document Manager. Participants will also learn time-saving Encompass keyboard shortcuts.
Course Agenda
- Services
- File Contacts
- Conversation Log
Encompass Persona-based Training: Closer
This hands-on, instructor-led class covers the basic closing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms in order to generate the Closing Disclosure and the Closing package, along with interpreting the fee variance worksheet. Detailed eFolder activities include fee documentation from appraisal invoice and tile report, identifying underwriting closing conditions, sending/retrieving the pre-closing CD, and sending the closing package to the Settlement Agent. Participants will also learn time-saving Encompass keyboard shortcuts.
Course Agenda
- Preparing for Closing Docs
- Reviewing Fee Variance Worksheet
- Reviewing Disclosure Tracking
- Reviewing Closing Conditions
- Preparing Closing Forms
- Reviewing 2015 Itemization
- Reviewing/Completing RegZ – CD
- Reviewing/Completing Closing Disclosure, all pages
- Sending Pre-Closing CD to Borrower
- Demo: eSigning CD as Borrower
- Sending Closing Docs Package to Settlement Agent
- Retrieving Closing Docs as Escrow Company
- Completing HMDA Info
- Completing Funding Worksheet
- Completing Doc Signing Milestone
Encompass 301
Do you want to become an Encompass power-user? This advanced-level course guides experienced Encompass users to prepare disclosures, utilize reports and dashboards.
Course Agenda
- Input loan information using best practices
- Utilize best practices when preparing Disclosures
- Navigate the eFolder using best practices
- Differentiate between Dashboards & Pipeline views; to assist in making a beneficial decision when setting users views
Going Mobile with Encompass LO Connect
Are you a loan originator new to Encompass LO Connect? Or maybe you're an admin who wants to know more about how Encompass LO Connect can improve efficiency? Encompass LO Connect lets you stay connected to a single system or record using any desktop, mobile, or tablet device and allows you to get real-time access to your loans to connect with borrowers, agents, referral partners, credit reporting agencies, and underwriters. You will learn how to use Encompass LO Connect to enhance borrower communications, stay engaged, and deliver a superior customer experience.
Course Agenda
- Use Opportunities to create Loan Scenarios, email a scenario to the borrower, and start a new loan using a loan scenario.
- Complete a borrower application using the standard Borrower Summary Origination and Loan Application forms in LO Connect.
- Order credit and other services through LO Connect.
- Review the Admin Portal features from a high-level.
Effectively Originating in Encompass: Construction/Construction-to-Perm Loans
In this session we will prepare originators (or those looking to start originating construction loans) for using the construction management features in Encompass, deepen their understanding of the terminology used, and provide an overview of the supported workflows to help them apply the functionality to current business processes.
Course Agenda
- Identify the three construction workflows supported by Encompass.
- Create a Construction (Only) loan and two types of Construction-to-Permanent (Perm) loans in Encompass.
- Have an understanding and ability to evaluate the best workflow to use with the Construction products that your company offers.
Effectively Originating in Encompass: FHA Loans
In this session end-users will get hands-on experience on using the FHA Management Input Form, and the necessary additional forms needed to complete an FHA loan in Encompass. In addition, learn how to submit data to FHA using the functions within the FHA Management Input Form. We will cover important tips for working with the FHA loan program.
Course Agenda
- Navigate the loan process for FHA loans within Encompass
- Utilize FHA forms relevant to typical FHA loans
- Review of FHA services that are embedded within the FHA forms in Encompass
- Explore an FHA Refinance loan
Creating eLearning Training Modules
This session will review eLearning development tools used by Ellie Mae, and provide hands on practice with storyboarding, course creation, interaction development, adding audio, and/or video, and assessment development.
Course Agenda
- Summarize key elements of the instructional design and development process
- Build a micro eLearning lesson to include an interaction and assessment using Vyond
Generating the New URLA with Encompass
This course will provide end users with the skills to navigate the redesigned URLA and the dynamic design of the form in Encompass. Our experienced trainers will provide practical application and hands-on activities of multiple loan types and borrower scenarios that Encompass users experience day-to-day. Users will navigate through the platform including accessing the services of credit and underwriting during the training. Each participant will receive a participant guide with exercises.
Course Agenda
- Differentiate between the old and new URLA form
- Navigate the new URLA form in Encompass
Ellie Mae Encompass For Mac Catalina
- Use the new URLA form following the Encompass workflow and best practices
- Locate available resourcesg
Introduction to Encompass Developer Connect
Are you a software developer new to working with Encompass Developer Connect? Are you an Encompass Administrator who wants to know more about Encompass Developer Connect? In this course, you'll uncover the capabilities of Encompass Developer Connect APIs. You'll start with REST basics and researching the APIs using the Encompass Developer Connect Portal. You'll also review the requirements of executing Encompass Developer Connect calls and execute them through the Encompass Developer Connect Portal Try It feature and Postman™. Finally, you will practice implementing APIs.
Course Agenda
- Describe REST Basics
- Execute Encompass Developer Connect Calls
- Leverage Encompass Developer Connect Try It Feature
- Research APIs in Encompass Developer Connect Portal
Programming with Encompass Developer Connect: Beyond the Basics
Course Agenda
- Services
- File Contacts
- Conversation Log
Encompass Persona-based Training: Underwriter
This hands-on, instructor-led class covers the basic underwriting workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, validating loan summary data, working with underwriting forms, and documenting the loan decision. Detailed eFolder activities include identifying supporting and disclosure documents, reviewing the appraisal, and creating/clearing underwriting conditions with Document Manager. Participants will also learn time-saving Encompass keyboard shortcuts.
Course Agenda
- Services
- File Contacts
- Conversation Log
Encompass Persona-based Training: Closer
This hands-on, instructor-led class covers the basic closing workflow in Encompass. Topics include navigating Encompass functionality in Forms, Tools, and Services, preparing closing forms in order to generate the Closing Disclosure and the Closing package, along with interpreting the fee variance worksheet. Detailed eFolder activities include fee documentation from appraisal invoice and tile report, identifying underwriting closing conditions, sending/retrieving the pre-closing CD, and sending the closing package to the Settlement Agent. Participants will also learn time-saving Encompass keyboard shortcuts.
Course Agenda
- Preparing for Closing Docs
- Reviewing Fee Variance Worksheet
- Reviewing Disclosure Tracking
- Reviewing Closing Conditions
- Preparing Closing Forms
- Reviewing 2015 Itemization
- Reviewing/Completing RegZ – CD
- Reviewing/Completing Closing Disclosure, all pages
- Sending Pre-Closing CD to Borrower
- Demo: eSigning CD as Borrower
- Sending Closing Docs Package to Settlement Agent
- Retrieving Closing Docs as Escrow Company
- Completing HMDA Info
- Completing Funding Worksheet
- Completing Doc Signing Milestone
Encompass 301
Do you want to become an Encompass power-user? This advanced-level course guides experienced Encompass users to prepare disclosures, utilize reports and dashboards.
Course Agenda
- Input loan information using best practices
- Utilize best practices when preparing Disclosures
- Navigate the eFolder using best practices
- Differentiate between Dashboards & Pipeline views; to assist in making a beneficial decision when setting users views
Going Mobile with Encompass LO Connect
Are you a loan originator new to Encompass LO Connect? Or maybe you're an admin who wants to know more about how Encompass LO Connect can improve efficiency? Encompass LO Connect lets you stay connected to a single system or record using any desktop, mobile, or tablet device and allows you to get real-time access to your loans to connect with borrowers, agents, referral partners, credit reporting agencies, and underwriters. You will learn how to use Encompass LO Connect to enhance borrower communications, stay engaged, and deliver a superior customer experience.
Course Agenda
- Use Opportunities to create Loan Scenarios, email a scenario to the borrower, and start a new loan using a loan scenario.
- Complete a borrower application using the standard Borrower Summary Origination and Loan Application forms in LO Connect.
- Order credit and other services through LO Connect.
- Review the Admin Portal features from a high-level.
Effectively Originating in Encompass: Construction/Construction-to-Perm Loans
In this session we will prepare originators (or those looking to start originating construction loans) for using the construction management features in Encompass, deepen their understanding of the terminology used, and provide an overview of the supported workflows to help them apply the functionality to current business processes.
Course Agenda
- Identify the three construction workflows supported by Encompass.
- Create a Construction (Only) loan and two types of Construction-to-Permanent (Perm) loans in Encompass.
- Have an understanding and ability to evaluate the best workflow to use with the Construction products that your company offers.
Effectively Originating in Encompass: FHA Loans
In this session end-users will get hands-on experience on using the FHA Management Input Form, and the necessary additional forms needed to complete an FHA loan in Encompass. In addition, learn how to submit data to FHA using the functions within the FHA Management Input Form. We will cover important tips for working with the FHA loan program.
Course Agenda
- Navigate the loan process for FHA loans within Encompass
- Utilize FHA forms relevant to typical FHA loans
- Review of FHA services that are embedded within the FHA forms in Encompass
- Explore an FHA Refinance loan
Creating eLearning Training Modules
This session will review eLearning development tools used by Ellie Mae, and provide hands on practice with storyboarding, course creation, interaction development, adding audio, and/or video, and assessment development.
Course Agenda
- Summarize key elements of the instructional design and development process
- Build a micro eLearning lesson to include an interaction and assessment using Vyond
Generating the New URLA with Encompass
This course will provide end users with the skills to navigate the redesigned URLA and the dynamic design of the form in Encompass. Our experienced trainers will provide practical application and hands-on activities of multiple loan types and borrower scenarios that Encompass users experience day-to-day. Users will navigate through the platform including accessing the services of credit and underwriting during the training. Each participant will receive a participant guide with exercises.
Course Agenda
- Differentiate between the old and new URLA form
- Navigate the new URLA form in Encompass
Ellie Mae Encompass For Mac Catalina
- Use the new URLA form following the Encompass workflow and best practices
- Locate available resourcesg
Introduction to Encompass Developer Connect
Are you a software developer new to working with Encompass Developer Connect? Are you an Encompass Administrator who wants to know more about Encompass Developer Connect? In this course, you'll uncover the capabilities of Encompass Developer Connect APIs. You'll start with REST basics and researching the APIs using the Encompass Developer Connect Portal. You'll also review the requirements of executing Encompass Developer Connect calls and execute them through the Encompass Developer Connect Portal Try It feature and Postman™. Finally, you will practice implementing APIs.
Course Agenda
- Describe REST Basics
- Execute Encompass Developer Connect Calls
- Leverage Encompass Developer Connect Try It Feature
- Research APIs in Encompass Developer Connect Portal
Programming with Encompass Developer Connect: Beyond the Basics
Advance beyond the basics of Encompass Developer Connect and explore the new commands and capabilities. You'll explore the V3 APIs and their benefits. Discover how the Webhooks API has evolved and how can you use them to build automation in your loan management process.
This course is designed for Encompass developers and Encompass Independent Service Vendors. Experience in programming Encompass Developer Connect APIs is a requirement for success. Participants will be expected to program using RestSharp and to review diagnostic information.
Course Agenda
- Execute webhooks automation using the new features
PLEASANTON, Calif.--(BUSINESS WIRE)--Ellie Mae® (NYSE:ELLI), a leading provider of innovative on-demand software solutions and services for the residential mortgage industry, announced today that it has launched a new version of Encompass, its all-in-one mortgage management solution. Encompass 16.1 includes new trade management reporting, a new eSign platform, and expanded construction lending support. Additionally, enhancements to integrations with Fannie Mae, FHA, and Freddie Mac will improve efficiency for clients.
'This spring, our latest version of our Encompass all-in-one mortgage management solution will offer more powerful trade management reporting, broader construction lending support and expanded Fannie Mae, and Freddie Mac integrations. Our new eSign platform and FHA integrations will be available later this spring,' said Jonathan Corr, President and CEO of Ellie Mae. 'With this new release of Encompass we're providing new capabilities that enable our banks, credit unions and mortgage lenders to originate and fund mortgages with improved compliance, loan quality and efficiency.'
New Trade Management Reporting
Encompass now provides access to all fields in Trade Management with the addition of a new 'Trades' Data Source in Encompass. This gives lenders the flexibility to create custom reports to manage their trade positions more effectively. In addition, these Trade Management fields are available to enable a programmatic interface to other systems.
DocuSign eSign Platform Integration
A new, more secure eSign platform, a result of Ellie Mae's partnership with DocuSign, is coming to Encompass later this spring. Ellie Mae has chosen to partner with DocuSign, the leader in global standard for digital transaction management, to accelerate transactions with the easiest, fastest, most secure network for sending, signing, tracking, and storing documents in the Cloud.
Expanded Construction Loan Support
To support new calculations and forms stipulated by Know Before You Owe, Encompass 16.1 includes automated calculations for the Loan Estimate and Closing Disclosure forms for construction only and construction-to-perm loans. Additional enhancements and management tools will be available in the upcoming Encompass 16.3 release.
Fannie Mae Workflow Enhancements
The new version of Encompass provides availability to Fannie Mae's EarlyCheck (EC) tool for the Uniform Loan Delivery Dataset (ULDD) in addition to the 1003/MISMO AUS format previously available. EC provides users with access to Fannie Mae eligibility, data quality, and delivery edits at any point in the lender's business process. The addition of delivery edits checks within Encompass will provide our clients with the ability to better detect and resolve data quality issues earlier in the loan cycle. In addition, the new version of Encompass offers a new Fannie Mae 'opt in' workflow with automated service ordering for EC and Desktop Underwriter (DU), the mortgage industry's leading automated underwriting system. The new workflow will create efficiency for users as automated submissions will keep loan data in sync with Fannie Mae underwriting and data quality tools. This is the first of several enhancements planned to streamline the origination process within Encompass for Fannie Mae loans.
FHA Electronic Appraisal Delivery Availability
Ellie Mae Encompass For Mac
FHA Electronic Appraisal Delivery will be available later this spring through Encompass, enabling electronic submission of appraisal data to FHA.
Freddie Mac Loan Prospector® Enhancements
Encompass 16.1 also includes enhancements to the Freddie Mac Loan Prospector® (LP) integration, Freddie Mac's automated underwriting system that gives lenders access to Freddie Mac's eligibility and credit requirements. With the new version of Encompass, users will be able to access LP with fewer clicks and will have the ability to import findings from LP and use those findings in their conditions and business rules. Encompass 16.1 is the first step toward Ellie Mae's integration of Freddie Mac's Loan Advisor Suite this summer, with the recently announced Loan Product Advisor℠, the next generation of Loan Prospector. Freddie Mac's Loan Advisor Suite℠ is the company's flexible new end-to-end loan delivery solution designed to increase lender efficiency and provide earlier insight into representation and warranty relief. Loan Advisor Suite integrates current Freddie Mac tools and applications, Loan Quality Advisor, Selling System and Loan Coverage Advisor, with new functionality in Loan Closing Advisor, Loan Collateral Advisor and Business Intelligence.
For more information about Encompass, visit: http://www.elliemae.com/encompass/encompass-overview
About Ellie Mae
Ellie Mae Encompass For Mac Computers
Ellie Mae (NYSE:ELLI) is a leading provider of innovative on-demand software solutions and services for the residential mortgage industry. Mortgage lenders of all sizes use Ellie Mae's Encompass® all-in-one mortgage management solution, Mavent Compliance Service, and AllRegs research, reference and education resources to improve compliance, loan quality and efficiency across the entire mortgage lifecycle. Visit EllieMae.com or call (877) 355-4362 to learn more.
Ellie Mae Encompass For Mac And Cheese
© 2016 Ellie Mae, Inc. Ellie Mae®, Encompass®, AllRegs®, DataTrac®, Ellie Mae Network™, Mavent®, Mortgage Returns®, Prospect Manager®, Total Quality Loan®, True CRM®, TQL® and the Ellie Mae logo are trademarks of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks or copyrights of their respective owners.