Encompass® Staff and Admin Training, Go-Live Support, End-User Acceptance Testing

Virtual Training

End-User Training - 

* Recordable, web-based screen and video share training sessions tailored to YOUR workflow, processes and business nuances

* Instructor-led, step-by-step "how to's" through each stage in the life of loan flow

* Post or maintain recorded sessions for new-hire training, or future reference

* Follow-up and open Q&A sessions to maximize user acceptance and understanding of your Encompass environment

Our Training Team works with you to develop a training plan tailored to the nuances of your Encompass setup and dynamics of your company's policies and procedures to ensure that users are not simply getting a "how to use Encompass" tutorial. These sessions are designed and tailored to specifically demonstrate and educate your users on the “how's” and "why's" of your loan flow and process.

Admin Training -

* Admin-level training and guidance for the management, usage and best-practices of your Encompass platform

* Recordable, web-based screen and video share sessions covering all aspects of effectively managing your system

* Guidance and training on advanced business rule writing, configuration, input form development, system management, database management, user-management, services management and system maintenance

Ensuring your system administrator has the tools, answers, guidance, and comfort level needed to effectively manage your Encompass platform long-term is our number one priority. Our team works with your system admin(s) one-on-one, covering all aspects of system management, configuration, and maintenance, beyond the stock tutorials and reference guides.

On-Site Training & Support

On-Site Training -

* An ICE Mortgage Lending Technology Certified Encompass Admin conducts all of our on-site training

* Role-specific instruction and training, tailored to your company workflow and Encompass setup

* Recordable sessions allow for future reference for new hires, or refresher courses

* Simultaneously broadcast on-site sessions to remote offices

Whether you're preparing to transition into Encompass for the first time, integrating a new branch, moving to paperless, or rolling out a new process, our on-site services provide your staff with expert, face-to-face training. Training is customized to YOUR workflow and nuances, forms and screens, policies and requirements.

Go-Live Support - 

* A Certified Encompass Admin on site, to support roll-out, and help manage your transition

* Hands-on, direct support for your System Admin, as migration or new workflow is introduced

* Direct assistance with troubleshooting, Q&A, or real-time issue resolution

* End-user assistance and assurance when they need it most

Transitioning into a new system, or introducing a new process can be a daunting and terrifying task in our industry. Ensuring user-acceptance, guidance, and support when most critical, comfort with the changes, and ultimately... transition without impacting production is what our team specializes in. On-site, hands-on, Support.

888.418.7187