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KMU - Settings Certification - Self Paced

Admin Fast-Track - Encompass Version (AdminFT SP)


Description
To Be Completed in 90 Days from your start date.

The Admin Fast-Track Certification earns students their KMU System Admin Certification through this self-paced schedule. You can plan to watch each video and take the quizzes at your own pace. You have no more than 90 days to complete the course.

Successful completion of the Admin Fast-Track Certification earns participants their KMU Admin Certification.

Content
  • Introduction
  • Introduction Review sample
  • Class Expectations for Encompass Administration
  • Breaking Encompass Administration Down into Parts
  • 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
  • Secondary Setup
  • Loan Officer - Lock Desk - Buy Side
  • Lock Desk - Post Closing - Sell Side
  • Product and Pricing
  • Secondary Lock Fields
  • Lock Request Additional Fields
  • Auto-Lock
  • Investor Templates
  • EPPS Loan Program Table
  • Trade Management Setup
  • Adjustment Templates
  • Lock Desk Setup
  • SRP Templates
  • Funding Templates
  • Servicing
  • Correspondent Purchase Advice
  • Purchase Advice Form
  • Loan Pricing Decimal Places
  • Secondary Setup Review
  • Trades Tab
  • Explanation of Trades Workflow
  • Loan Trades Tab
  • Loan Search Tab
  • Security Trades
  • Master Contracts
  • GSE Commitments
  • MBS Pools
  • Correspondent Trades
  • Correspondent Masters
  • 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
  • Docs Setup, Contacts, and Loan Template Multiple Choice Quiz
  • Contact and Loan Templates Review
  • 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
  • Business Rules
  • Business Rules Overview
  • Loan Folder Business Rules
  • Milestone Completion Business Rules
  • Field Data Entry Business Rules
  • Field Trigger Business Rules
  • Automated Conditions Business Rules
  • Persona Access to Loans Business Rules
  • Persona Access to Fields Business Rules
  • Role Access to Documents Business Rules
  • Input Form List Business Rules sample
  • Loan Form Printing Business Rules
  • Print Auto Selection Business Rules
  • Appraisal Order Management Business Rules
  • LO Compensation Rule Business Rules
  • Collateral Tracking Business Rules
  • Visual Basic for Business Rules
  • Business Rules Review
  • Dynamic Data Management
  • Global Settings Review
  • Data Tables Review
  • Field Rules Review
  • Fee Rules Review
  • 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
  • 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
  • Introduction to Input Form Builder sample
  • General Review of Input Form Builder
  • Settings Review - Part 1
  • Settings Review - Part 2 - and Form Building
  • Form Building
  • Concepts of Use Cases for Coding on IFB
  • Coding Review
  • Form Code Review
  • How to Use the Macro ExecSignature
  • Final Review of Input Form Builder
  • Next-Gen Input Form Builder Review
  • Build and Submit an Input Form Package
  • Input Form Builder Review
  • Tables/Fees, System Admin, Additional Services, and IFB Multiple Choice Quiz
  • TPO Settings and Configurations
  • External Company Setup - Company Details - All Tabs
  • External Company Setup - All Other Settings
  • Loan Templates - Configurable Workflow Templates
  • Final Exams
  • Final Exam KMU Admin Certification - Part 1 - Multiple Choice
  • Final Exam KMU Admin Certification - Part 2 - Long Answer
Completion rules
  • You must complete the units "Admin Tools Review , Company/User Setup Review, Admin Tools and Company/User Setup Multiple Choice Quiz, Loan Setup Review, eFolder Setup Review , Loan Setup and eFolder Multiple Choice Quiz, Secondary Setup Review, Docs Setup, Contacts, and Loan Template Multiple Choice Quiz, Contact and Loan Templates Review, Business Rules Review , System Administration and Additional Services Review, Build and Submit an Input Form Package, Input Form Builder Review, Tables/Fees, System Admin, Additional Services, and IFB Multiple Choice Quiz, Final Exam KMU Admin Certification - Part 1 - Multiple Choice, Final Exam KMU Admin Certification - Part 2 - Long Answer"
  • Leads to a certificate with a duration: 2 years