Hands-on training

Target audience

What level of experience is needed?

None

Are there any pre-requisites

The participants can watch our videos to learn about the Encompass web interface.

Course description:

Discover how automation transforms loan processing across both the Encompass web and desktop interfaces. This immersive experience guides you through cutting-edge, end-to-end workflows—from origination to post-closing—powered by the latest Encompass innovation tools. Designed to handle exception-based scenarios, these workflows help you maximize ROI by reducing turn times, enabling seamless service ordering, automating disclosures, and streamlining conditions and task management. Get ready to elevate your operations and integrate these powerful new workflows into your Encompass environment.

Learning objectives:

By the end of this workshop, participants will be able to:

Real-world application

Audience

This course is designed for:

What level of experience is needed?

Are there any pre-requisites?

Course description:

Join this hands-on training session designed to help Encompass administrators unlock the full potential of the ICE platforms latest innovations. Whether you're working in the desktop or web interface, this workshop will guide you through powerful new tools and features that streamline operations, automate tasks, and enhance workflow efficiency.

You will explore how to use Encompass innovation tools, including workflow rules, workflow tasks, automated service ordering, notifications, the scheduler, and enhanced conditions, to design and deploy intelligent workflows. Through real-world scenarios and guided exercises, you will learn to automate key processes in the mortgage manufacturing workflow.

Special focus will be placed on configuring and using the Tasks Pipeline in the Encompass web interface, enabling you to build design workflows that improve visibility and accountability. By the end of the session, you will be equipped to transform manual processes into scalable, automated solutions that drive consistency and productivity.

Learning objectives:

By the end of this course, participants will be able to:

Real world application:

Target Audience

What level of experience is needed?

Are there any pre-requisites?

This full-day, interactive workshop is designed for Encompass administrators who want to explore how JavaScript can be used to meet complex business requirements through custom programming. You will gain foundational coding skills and learn how to apply them within the Encompass ecosystem. The course will cover practical use cases for JavaScript across multiple customization points, including Encompass forms with custom event handlers and plugin development. You will also learn how to build standalone applications that interact with Encompass via APIs, enabling more flexible and scalable solutions outside the core platform. In addition to coding fundamentals, such as syntax, variables, loops, conditionals, and functions, the workshop will guide participants through setting up a testing environment, sourcing reliable examples, and applying best practices for debugging and logging. Whether you're looking to enhance web input form behavior, extend functionality through plugins, or create external tools that integrate with Encompass, this session will provide the technical foundation and practical insight needed to begin building effective, customized solutions.

Learning objectives:

By the end of this workshop, participants will be able to:

Real-world application

Target audience

What level of experience is needed?

Participants without the pre-requisites can follow along using the provided step-by-step exercises, though they may find the pace and depth challenging. This is an intermediate-level course intended to stretch participants' skills and encourage hands-on learning.

Are there any pre-requisites?

Course description

The purpose of this workshop is to equip Encompass administrators and developers with the skills and confidence to customize both Encompass interfaces using JavaScript.

You will learn how to leverage the Encompass Developer Connect APIs, ICE Mortgage Technology Secure Scripting Framework (SSF), and plugin architecture to build dynamic, responsive, and tailored solutions that go beyond static form models.

This course addresses the growing need for flexible, scalable, and maintainable customizations in Encompass environments, empowering administrators and developers to solve real-world business problems through code.

Learning objectives

By the end of this workshop, you will be able to:

Real-world application

By the end of this course, you’ll return to your role equipped with a JavaScript toolbox of reusable components tailored for Encompass customization.

You’ll be able to:

Target audience

What level of experience is needed?

Are there any pre-requisites?

This immersive, full-day training equips participants with the skills needed to modernize legacy Encompass desktop forms using the Web Input Form Builder, with a focus on rebuilding rather than direct migration. You will learn to navigate the Admin Portal, design responsive and user-friendly layouts, and integrate JavaScript to enable dynamic form behavior. The course emphasizes best practices in asset management, secure scripting, and modular design.

You will also explore an alternative methodology to reimagine desktop forms as modular workspaces and tasks to improve organization, reusability, and overall user experience. The workshop culminates in a hands-on lab where you will apply what you’ve learned—rebuilding forms, linking event handlers, and testing functionality across devices. By the end of the session, you will be prepared to transition Encompass web input forms to a modern, web-based experience.

Learning objectives:

By the end of this workshop, participants will be able to:

Real-world application

Target audience

What level of experience is needed?

None

Are there any pre-requisites

Before attending this training, participants should complete the following foundational courses to ensure familiarity with key concepts and tools:

These prerequisite courses may be completed in any format—live webinar, recorded session, or eLearning module (all can be viewed on the Resource Center)

Course description:

This collaborative, hands-on workshop is designed to strategically integrate Mortgage Analyzers and Data & Document Automation (DDA) into their mortgage manufacturing workflows. You will learn how to enhance the user experience while maintaining configuration flexibility enabling broader and more consistent use of Mortgage Analyzers.

Through guided instruction, you will explore how to transition from manual tools, such as checklists and spreadsheets, to automated, data-driven analyzers supported by Enhanced Conditions. The workshop emphasizes practical configuration updates, secure scripting practices, and actionable reporting strategies that drive operational efficiency and confidence in tool adoption.

You will be ready to equip and modernize your processes, communicate the value of the Mortgage Analyzers across teams, and transform reporting insights into meaningful workflow improvements.

Learning objectives:

By the end of this workshop, participants will be able to:

Real-world application