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KMU - Settings Certification - Self Paced

Admin Fundamentals (AdminFund-SP)


Description
Admin Fundamentals is a holistic overview of the settings, setup, structure and various components of the Encompass® Digital Lending Platform.

This course provides students a comprehensive understanding of, not just what and where these settings are, but how they work in practical application and the ‘real world’, connecting the dots between what the settings do and how to actually use them.

Content
  • Admin Tools
  • Online User Manager
  • Settings Manager - Client
  • Settings Manager - Components Category
  • Settings Manager - EDS Category
  • Settings Manager - eFolder Category
  • Settings Manager - Feature Category
  • Settings Manager - Import Category
  • Settings Manager - Password Category
  • Settings Manager - Policies Category
  • Settings Manager - Printing Category
  • Register Encompass SDK
  • Version Manager
  • Reporting Database
  • External Reporting Database
  • Settings Sync Tool
  • HMDA Batch Update
  • Commitment Terms Data Migration
  • Other Settings in Admin Tools
  • Admin Tools Review
  • Company/User Setup
  • Encompass Settings Overview
  • Company Information
  • ICE Mortgage Technology Network Company Password
  • Services Password Management
  • Persona Overview
  • Personas - Access
  • Personas - Home
  • Personas - Pipeline sample
  • Personas - Loan
  • Personas - Forms/Tools
  • Personas - eFolder
  • Personas - Trade/Contact/Dashboard/Report
  • Personas - Borrower Contacts Review
  • Personas - Business Contacts Review
  • Personas - Dashboards Review
  • Personas - Reports Review
  • Personas - Settings
  • Personas - External Settings
  • Personas - TPO Connect
  • Personas - Consumer Connect
  • Personas - LO Connect
  • Organization/Users
  • Roles
  • Milestones - Milestones Tab
  • Milestones - Milestone Templates Tab
  • User Groups - Members Tab
  • User Groups - Loans Tab
  • User Groups - Borrower Contacts Tab
  • User Groups - Loan Templates Tab
  • User Groups - Resources Tab
  • User Groups - Role List View Tab
  • Company/User Setup Review
  • Admin Tools and Company/User Setup Multiple Choice Quiz
  • Loan Setup
  • Auto Loan Numbering
  • Auto MERS MIN Numbering
  • Loan Folders
  • Loan Duplication
  • Alerts
  • Log
  • Tasks
  • Default Input Forms
  • Condition Forms
  • Custom Print Forms
  • Print Form Groups
  • Loan Custom Fields
  • Channel Options
  • RESPA
  • Changed Circumstance Setup
  • Disclosure Tracking Settings
  • Compliance Calendar
  • 2009 GFE Print
  • Trustee List
  • Piggyback Loan Synchronization
  • Sync Templates
  • Privacy Policy
  • Zipcode Setup
  • HMDA Profiles
  • NMLS Report Setup
  • Verification Contact Setup
  • FHA Informed Consumer Choice Disclosure
  • Loan Setup Review
  • eFolder Setup
  • Document Conversion
  • Documents
  • Document Groups
  • Document Stacking Templates
  • Document Export Templates
  • Document Identification
  • Document Training
  • Conditions
  • Condition Sets
  • Post-Closing Conditions
  • Post-Closing Condition Sets
  • HTML Email Templates
  • WebCenter Configuration
  • eFolder Setup Review
  • Loan Setup and eFolder Multiple Choice Quiz
  • Docs Setup
  • eDisclosure Packages
  • eDisclosure Plan Codes sample
  • eDisclosure Stacking Templates
  • Closing Doc Plan Codes
  • Closing Doc Stacking Templates
  • Compliance Audit Settings
  • Contact Setup
  • Borrower Contacts and Borrower Custom Fields
  • Borrower Contact Status sample
  • Borrower Contact Update
  • Business Custom Fields
  • Business Categories
  • Public Business Contact Groups
  • Email Server Settings
  • Loan Templates
  • Loan Programs
  • Closing Costs
  • Input Form Sets
  • Settlement Service Providers
  • Affiliated Business Arrangement Templates
  • Document Sets
  • Task Sets
  • Data Templates
  • Loan Template Sets
  • Default Template Setting
  • Contact and Loan Templates Review
  • Docs Setup, Contacts, and Loan Template Multiple Choice Quiz
  • Tables and Fees
  • Escrow, Title, City & State Tax
  • HELOC Table
  • MI Tables
  • FHA County Limits sample
  • User Defined Fees
  • Itemization Fee Management
  • LO Compensation
  • Temporary Buydown
  • System Administration
  • Analysis Tools & Rebuild Field Search
  • Rebuild Pipeline
  • Current Logins
  • All User Information
  • Settings Report
  • Loan Reassignment
  • Unlock Loan File
  • Unlock Trade
  • System Audit Trail
  • Loan Error Information
  • TPO Information
  • External Company Setup - Company Details - All Tabs
  • External Company Setup - All Other Settings
  • Loan Templates - Configurable Workflow Templates
  • Additional Services
  • eDocument Management
  • Company Status Online
  • eDisclosure Fulfillment
  • Ellie Mae AIQ
  • Compliance Review Setup
  • 4506C Service
  • TQL Services
  • Appraisal Service
  • Title Service
  • Fraud Service
  • Fannie Mae Workflow - DU
  • Fannie Mae Workflow - Early Check
  • Fannie Mae - UCD Transfer
  • Freddie Mac Order Alert - LPA
  • Freddie Mac Order Alert - LQA
  • Freddie Mac CAC
  • Freddie Mac LPA Batch
  • Mortgage Insurance Service
  • Valuation Service
  • Flood Service
  • DataTrac Connection
  • System Administration and Additional Services Review
  • Personal Settings
  • My Profile
  • Default File Contacts
  • Autosave Configuration
  • Pipeline Refresh
  • My Email Server Settings
  • Grant File Access
  • Restore Warning Messages
  • Input Form Builder
  • Input Form Builder Overview
  • Encompass on the Web Builder Overview
  • Input Form Builder Quiz
  • Quizzes and Final Exams
  • Tables/Fees, System Admin, Additional Services, and IFB Multiple Choice Quiz
  • Settings 101 Final Test
Completion rules
  • You must complete the units "Admin Tools Review , Admin Tools and Company/User Setup Multiple Choice Quiz, Company/User Setup Review, Loan Setup Review, eFolder Setup Review , Loan Setup and eFolder Multiple Choice Quiz, Docs Setup, Contacts, and Loan Template Multiple Choice Quiz, Contact and Loan Templates Review, System Administration and Additional Services Review, Tables/Fees, System Admin, Additional Services, and IFB Multiple Choice Quiz, Input Form Builder Quiz, Settings 101 Final Test"
  • Leads to a certificate with a duration: 2 years