The Admin Essentials Workshop is a 5-day intensive, hands-on program designed to provide a foundational level of skills and knowledge for new Encompass Administrators to perform essential Encompass administrative functions. The class is held from 9am - 5pm local time Monday through Friday.

Register now using your Company Login and these steps:

  1. Go to the Encompass Resource Center and click the EDUCATION SERVICES tab at the top of the page
  2. Click the Ellie Learns link
  3. Select the Catalog tab
  4. Use the search tool and enter: Administrator Essentials Workshop to locate the course
  5. Add the course to your cart and check out


New banker client Encompass Administrators, or new-to-role Encompass Administrators, or Encompass Administrators who have not received “formal” Encompass Administration training, or Encompass Administrators upgrading from the Broker to Banker edition.


Participants new to Encompass or not familiar with the basics of Encompass Administration must complete these prerequisites:

  • 2016 Encompass Essentials - Introduction to Encompass
  • 2016 Encompass Essentials - Loan Origination Essentials Part 1
  • 2016 Encompass Essentials - Loan Origination Essentials Part 2
  • 2016 Encompass Essentials - eFolder Essentials

Workshop module include:

  • Introduction to Encompass Admin Settings & Tools
  • User Access
  • Milestone Setup
  • Loan File Setup
  • Templates
  • Tables & Fees
  • Compliance Settings
  • eFolder
  • Loan Custom Fields
  • Custom Input Forms
  • Printing: Settings and Forms
  • Contacts
  • Secondary Setup
  • Reports
  • Dashboards
  • Case Study
  • Admin Maintenance
  • Testing
  • Admin Resources

    Tuition includes:

    • Attendance in the five-day Workshop
    • Use of a PC with high-speed internet access during the Workshop for exercises and practice
    • Participant Workbook
    • Continental breakfast and lunch daily
    • Cost: $3975.00
    Additional Questions:
    Contact your Account Manager or

    Admin Essentials Workshop

    Maximize effectiveness, master foundational Encompass Admin skills