Admin Fundamentals (AdminFund-SP)

  • Borrower Contact Status 
    • 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
    • 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...
    • 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
    • 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
    • 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 C...
    • Tables and Fees
    • Escrow, Title, City & State Tax
    • HELOC Table
    • MI Tables
    • FHA County Limits
    • 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 Tab...
    • 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 Revi...
    • 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, an...
    • Settings 101 Final Test
  • Course info
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Course info

Admin Fundamentals (AdminFund-SP)

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
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