Mastering Encompass® Certification for Admins and Users includes over 100 hours of live training, with all lessons recorded and available for your review. Live training is available up to five days per week throughout the year. AMA (Ask Me Anything) live calls are held from 12-12:30 PM ET on Mondays and Fridays. Admin-focused live calls are held from 2-3 PM ET on Tuesdays and Thursdays, along with User-Focused live calls on Wednesdays from 2-3 PM ET.

As an Admin, you will learn every setting found in:

  • Encompass® Desktop and Web

  • Encompass® Input Form Builder for Desktop and Web

  • Encompass® Consumer Connect® and TPO Connect®

  • Encompass® Admin Tools

As a User, you will be taught all the details of how to use Encompass® for your role as a:

  • Loan Officer

  • Loan Processor

  • Underwriter

  • Lock Desk / Secondary

  • Closer

  • Manager

You will be taught Best Practices to master your Encompass® platform. Your knowledge will be tested throughout your enrollment to ensure you learn as you go. If you do not have access to an Encompass® environment, you will be given access during the workshop. Learn from Larry Bailey, who has taught others since 2012 how to become Encompass® Administrators.

What You'll Get During your Mastering Encompass® Admin & User Certification courses:

Supported by Awesome Technologies Inc.

Here are just a few great benefits from being here:

  • Benefits

    • Mastering Encompass® Certified Admin and/or User after passing your Final Exam

    • Live Admin classes throughout each week to teach you every setting and all Best Practices in the Encompass® platform

    • Direct Chat and Q&A Help

    • Library of Premium Encompass® Support Resources

    • Library of Premium Encompass® Support Videos

    • Dedicated Individual Encompass® Support

    • Community Chat and Q&A Help

    • Library of Community Encompass® Support Videos

    • Monday and Friday Mastering Encompass® Open Q&A Calls

    • Tuesday Encompass® Open Community Calls

    • Access to the Mastering Encompass® Admin Certification space

    • Access to the Mastering Encompass® User Certification space

    • Project Tracking Software Licensing

    • Free Encompass® Community Resources

      What will I learn?

      This is a list of all of the Mastering Encompass® Admin Certification Lessons:

      • Important Admin Resources

      • Coding, Business Rules, and Input Form Builder Resources

      • Encompass® Admin Tools

      • Company / User Setup

      • External Company Setup

      • Investor Connect Settings

      • Loan Setup

      • eFolder Setup

      • Docs Setup

      • Secondary Setup

      • Contact Setup

      • Loan Templates

      • Tables and Fees

      • Business Rules

      • Dynamic Data Management

      • System Administration

      • Additional Services

      • Personal Settings

      • Desktop Input Form Builder

      • Encompass® Web Version Settings

      • Encompass® Web Version Input Form Builder

      • Consumer Connect

      • TPO Connect

      This is a list of all of the Mastering Encompass® User Certification Lessons:

      • Lessons for Loan Officers

      • Lessons for Loan Processors

      • Lessons for Underwriters

      • Lessons for Lock Desk / Secondary

      • Lessons for Closers

      • Lessons for Managers

      • Pipeline Views - Basics to Advanced

      • Dashboards - Basics to Advanced

      • Reports - Basics to Advanced

      • Starting out with New Loans

      • Input Forms and Tools Explained

      • eFolder, eConsent & eDisclosures

      • Consumer Connect Best Practices

      • Pricing and Running AUS

      • Using Encompass on the Web to Manage Opportunities and Scenarios

  • What Will You Need for Class?

    • Your computer/laptop, one per registrant

    • A working microphone

    • Access to two monitors, if possible, to eliminate the need to toggle between screens

    • Access to Encompass, or use our Testing environment as needed.