San Francisco | March 10-13, 2019 experience.elliemae.com 1 REGISTER TODAY Agenda at a Glance Sunday, March 10 7:00 AM - 9:00 PM Certificate Workshops Breakfast 7am - 8am Registration for Certificate Workshops 7am - 8am Certificate Workshops Lunch 12pm - 1pm EXP19 Conference Registration Open 5pm - 9pm 8:00 AM - 5:00 PM Certificate Workshop – Day One Encompass Developer Connect Certificate Encompass Administrator Certificate Monday, March 11 7:00 AM - 8:00 AM Certificate Workshops Breakfast Pre-Conference Training Breakfast 8:00 AM - 5:00 PM Certificate Workshop – Day Two Encompass Developer Connect Certificate Encompass Administrator Certificate 8:00 AM - 12:00 PM Morning Pre-Conference Training New Web Input Form Builder Working with Basic Business Rules Enhance Your Encompass Workflow with Dynamic Data Management Begin Programming with Encompass Developer Connect Encompass Compliance Service Troubleshooting Encompass 101 Encompass 201 Effectively Originating Construction/CTP Loans in Encompass KEY: B Beginner I Intermediate A Advanced A A B B B B B B B B I I I I I A A
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San Francisco | March 10-13, 2019
experience.elliemae.com 1
REGISTER TODAYAgenda at a Glance Sunday, March 107:00 AM - 9:00 PM Certificate Workshops
Breakfast 7am - 8am
Registration for Certificate Workshops7am - 8am
Certificate Workshops Lunch12pm - 1pm
EXP19 Conference Registration Open5pm - 9pm
8:00 AM - 5:00 PM Certificate Workshop – Day One
Encompass Developer Connect Certificate
Encompass Administrator Certificate
Monday, March 117:00 AM - 8:00 AM Certificate Workshops Breakfast
Pre-Conference Training Breakfast
8:00 AM - 5:00 PM Certificate Workshop – Day Two
Encompass Developer Connect Certificate
Encompass Administrator Certificate
8:00 AM - 12:00 PM Morning Pre-Conference Training
New Web Input Form Builder
Working with Basic Business Rules
Enhance Your Encompass Workflow with Dynamic Data Management
Begin Programming with Encompass Developer Connect
Encompass Compliance Service Troubleshooting
Encompass 101 Encompass 201 Effectively Originating Construction/CTP Loans in Encompass
REGISTER TODAYCertificate WorkshopsSunday, March 10 & Monday, March 11
Descriptions Audience Skill Level
Encompass Developer Connect Certificate
Do you have a background in software development and want to delve into Encompass Developer Connect? The Encompass Developer Connect Certificate gives you an in-depth look at the APIs while executing Encompass Developer Connect calls through the Try It feature, Postman, and stand-alone applications using the .NET Language Bindings. It does NOT address Encompass SDK Development. Take your skills to the next level and advance your company's technology platform with Encompass Developer Connect.
PREREQUISITE — WHILE EXPERIENCE WITH ENCOMPASS DEVELOPER CONNECT IS NOT NECESSARY, IT IS RECOMMENDED FOR PARTICIPANTS TO HAVE A BASIC WORKING KNOWLEDGE OF JSON AND AN OBJECT ORIENTED PROGRAMMING LANGUAGE.
This certificate workshop is designed for experienced software developers
B I A
Encompass Administrator Certificate
Do you have limited time to get your potential system administrators up to speed? Do you want to build your company depth chart, so that more than one person has the knowledge to administer your Encompass configuration? Are you a user who wants to learn about Encompass Administration and expand your career potential? Or are you an existing admin with no formal training? If so, then the Encompass Administrator Certificate is designed for you. Learn the basics of maintaining your Encompass configuration which includes an overview of user access, the loan workflow settings, business rules, the eFolder, and some basic admin maintenance tools.
PREREQUISITE — THERE IS NO ASSESSMENT TO COMPLETE THIS CERTIFICATE AND A DEMONSTRATION OF MASTERY IS NOT REQUIRED. NO CERTIFICATION CREDENTIALS WILL BE ISSUED.
Experienced end users or novice administrators who need immediate tools to maintain an existing Encompass configuration.
This course is for Encompass Administrators and users who are using the current Input Form Builder tool and for Encompass Administrators and users who want to explore the new Web Input Form Builder designed for creating input forms for mobile and web-based Encompass applications. In this session, we will show you how to use it to create input forms for mobile and web-based Encompass applications, available currently in Encompass Loan Officer Connect. You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications using the new Web Input Form Builder.
PREREQUISITE — BASIC INPUT FORM BUILDER KNOWLEDGE AND THE ABILITY TO CREATE SIMPLE FORMS
System Administrators and users with authority to use the Input Form Builder
B I A
Working with Basic Business Rules
Encompass Administrators can use business rules to customize Encompass to meet your workflow needs. You'll explore the basic ways Milestone Completion, Field Triggers, Field Data Entry, and Persona Access business rules can enhance your workflow using our best practices.
PREREQUISITE — NONE
Encompass Administrators
B I A
Enhance Your Encompass Workflow with Dynamic Data Management
Are you an Encompass Administrator looking to enhance your Encompass workflow? Dynamic Data Management will help you do just that as an efficient solution with a wide array of complex options and flexibility.
PREREQUISITE — NONE
Encompass Administrators
B I A
Beginning Programming with Encompass Developer Connect
Beginning Encompass Developers start here! This course will show how to use Microsoft Visual Studio to make a basic console application to open a loan and read some data including specific actions such as: get a list of loans; get a loan; update a loan; and obtain authorization. Students will be shown how to obtain an access token for the NextGen Open API, the basics of REST API programming, and touch on how to work with loan data using the Open API.
PREREQUISITE — PARTICIPANTS SHOULD HAVE A BASIC WORKING KNOWLEDGE OF JSON AND AN OBJECT ORIENTED PROGRAMMING LANGUAGE.
This course is designed for experienced software developers who are new to REST or using Encompass Developer Connect
B I A
Encompass Compliance Service Troubleshooting
This course will walk users through how to successfully identify and resolve common fail, alert, and warning messages on the Encompass Compliance Service Report.
PREREQUISITE — NONE
This course is designed for Processors, Closers, Encompass Administrators, Underwriters, Managers and Compliance Personnel
A comprehensive, hands-on overview of Encompass for new end users. Encompass navigation, terms, Home Page, Pipeline, and eFolder are just some of the areas of Encompass we will cover.
PREREQUISITE — NONE
End users B I A
Encompass 201
In this program, we will walk a loan from origination all the way through closing. At the end of this course, you will have a general understanding of how different users complete various tasks within the loan file as well as how milestones are completed and used in workflows.
PREREQUISITE — ENCOMPASS 101
End users B I A
Effectively Originating Construction/CTP Loans in Encompass
In this program we will prepare originators (or those looking to start originating construction loans) for using the construction management features in Encompass. Students will deepen their understanding of the terminology used, and be provided with an overview of the supported workflows to facilitate the application of the functionality to current business processes.
Enforcing Best Practices/Processes with Expert Business Rules
This course is aimed at Encompass Administrators who have familiarity with VB.NET and have created simple business rules. In this program we will explore the power and flexibility of business rules to help streamline, manage, and enforce business practices and processes. Learn to create, deploy, and manage both simple and complex business rules in Encompass.
PREREQUISITE — FAMILIARITY WITH VB.NET
System Administrators
B I A
Encompass Developer Connect: Beyond the Basics
So you already know about REST, accessing the Encompass server and simple loan manipulation. What is the next step? Learn more about customizing your Encompass environment using the Open API to perform more sophisticated standalone tasks accessing a variety of Encompass entities, ordering services like credit via APIs and using webhooks to improve workflow.
PREREQUISITE — PARTICIPANTS SHOULD BE VERY PROFICIENT WITH AN OBJECT ORIENTED PROGRAMMING LANGUAGE, PREFERABLY C#, AND HAVE A BASIC WORKING KNOWLEDGE OF JSON.
This course is designed for experienced software developers who have working knowledge of Encompass Developer Connect
B I A
Enhancing Your Front-End Experience with Velocify by Ellie Mae
and Encompass Consumer Connect
Are you a Velocify Administrator new to working with Encompass Consumer Connect? Do you see abandoned Encompass Consumer Connect applications as new leads waiting to be distributed? This is the course for you!Discover the capabilities of the Encompass Consumer Connect/Velocify integration by utilizing widgets, configuring the features of Velocify LeadManager or Velocify LoanEngage, and organizing abandoned applications into campaigns and distributing them to users. Additionally, you’ll explore data flow scenarios and gain an understanding of how applications are posted between the platforms.
PREREQUISITES — THIS COURSE IS DESIGNED FOR EXPERIENCED VELOCIFY LEADMANAGER OR VELOCIFY LOANENGAGE ADMINISTRATORS WHO ARE NEW TO USING THE ENCOMPASS CONSUMER CONNECT/VELOCIFY INTEGRATION. THIS COURSE IS NOT DESIGNED FOR VELOCIFY PULSE ADMINISTRATORS
PARTICIPANTS SHOULD HAVE EXPERIENCE WORKING WITH CAMPAIGNS AND DISTRIBUTION PROGRAMS IN VELOCIFY
PARTICIPANTS MUST ALSO HAVE A BASIC UNDERSTANDING OF ENCOMPASS CONSUMER CONNECT; THEY SHOULD KNOW HOW TO ACCESS THE ADMINISTRATION PORTAL, AND BE FAMILIAR WITH THE PROCESS FOR CREATING AND PUBLISHING A NEW ENCOMPASS CONSUMER CONNECT SITE.
Experienced Velocify LeadManager or Velocify LoanEngage administrators who are new to using the Encompass Consumer Connect/Velocify integration.
B I A
Ellie Mae Network Services: A Digital Advantage
Improve operational efficiencies by adopting workflows and using Dashboards within Encompass for the GSE and TQL services. This interactive training addresses setting and managing automated workflows for both the Fannie Mae and Freddie Mac expanded services as well as building and using snapshots within Dashboard views.
Encompass 301 will take what you've learned in 101 and 201 further. We will walk through Encompass best practices for the folder, dashboard and pipeline views, and the HELOC process.
PREREQUISITE — ENCOMPASS 201
End users B I A
Thriving as an Encompass Administrator
Are you looking for some ideas to make your life easier as an Encompass Administrator? Do you know what resources are available? This session will give you the tools to monitor your system, cover how to manage releases, performance best practices, troubleshooting, and self-service tools.
PREREQUISITE — AT LEAST 6 MONTHS' EXPERIENCE AS AN ENCOMPASS ADMINISTRATOR
Beginner to Intermediate level System Administrators
B I A
New Web Input Form Builder
This course is for Encompass Administrators and users who are using the current Input Form Builder tool and for Encompass Administrators and users who want to explore the new Web Input Form Builder designed for creating input forms for mobile and web-based Encompass applications. In this session, we will show you how to use it to create input forms for mobile and web-based Encompass applications, available currently in Encompass Loan Officer Connect. You'll learn to create, deploy, and maintain input forms for web and mobile Encompass applications using the new Web Input Form Builder.
PREREQUISITE — BASIC INPUT FORM BUILDER KNOWLEDGE AND THE ABILITY TO CREATE SIMPLE FORMS
System Administrators and users with authority to use the new Input Form Builder
B I A
Encompass 201
In this program, we will walk a loan from origination all the way through closing. At the end of this course, you will have a general understanding of how different users complete various tasks within the loan file as well as how milestones are completed and used in workflows.
Compliance is and always will be an integral part of mortgage lending. Listen to mortgage lenders, legal and industry experts as they share their knowledge and experiences. Learn trends, tools and processes to increase loan quality and reduce risk.
Digital Mortgage and Beyond
Take loan production to another level. Learn how to lower your origination costs, boost productivity and deliver amazing customer experiences.
System Admin Essentials
Get best practices for configuring Encompass and related products to deliver best-in-class user and consumer experiences.
Best Practices in Cybersecurity
Learn how to build and implement security best practices within your organization for cybersecurity and cyber-resilency.
Executive Focus
Industry leaders will share their insight and strategies to combat current mortgage industry challenges.
Cloud Enablement
Learn more about Ellie Mae’s cloud strategy and how to leverage cloud best practices to optimize the performance of your Encompass investment.
Consumer Engagement
Interest rates are up and borrower lending is down. In this tight market, lenders must make the most of every opportunity. In this track we will explore best practices and techniques for creating interest, engaging leads and how it’s possible to convert 100% of your opportunities.
Ellie Mae Partner Success
Join other Ellie Mae Network, ISV and Developer Partners to learn how to increase your presence through Ellie Mae Marketplace, APIs and our Connect suite of solutions across the Encompass Lending Platform.
Data & Analytics (Developer Summit)
Get best practices for building a robust data platform to fuel your company’s data strategy. Learn how to leverage analytics tools and advanced technologies such as AI and machine learning to take forecasting and risk mitigation to the next level .
Data Intelligence for Leaders
Understand what it means to build a data-centric business, how to leverage data as a competitive differentiator and how to derive additional value from data analytics. Explore technologies, such as artificial intelligence and machine learning, and learn how lenders are using them to help turn data into actionable business insights.
Platform Development (Developer Summit)
Get best practices, strategies, and techniques for using open REST APIs to innovate, extend and customize Encompass to meet the unique needs of your business. Receive guidance and exercises for using APIs to build your own notification systems and automate workflows, such as ordering services and initiating automated underwriting.
10:45 AM - 11:45 AM Leadership In Compliance: Developing a Culture of Compliance
What does it take to develop an effective compliance culture? Learn from leaders who will share their experiences in how they keep compliance top-of-mind throughout the loan lifecycle. Hear firsthand on what has been successful and what to consider.
Learn how Encompass Compliance Services, powered by Mavent, supports you in your annual compliance review through automated compliance testing. Gain insight into what regulators are expecting today and what steps to take to prepare for your annual compliance review.
2:30 PM - 3:30 PM Compliance Trends in the Digital Mortgage World
What are the key compliance trends and how does compliance management play a role in the digital mortgage experience? What is the future of compliance in the age of digital mortgage lending? Learn from experts as they share insights on what to do now and how to prepare for the future.
4:00 PM - 5:00 PM When Is Communication an Advertisement?
Learn the advertising pitfalls to avoid in residential mortgage lending. What are some of the hidden “gotchas”? What are some best practices to avoid these pitfalls? Learn from compliance experts and lenders on how they are managing their advertising and promotions today to avoid legal trouble.
Time Wednesday, March 13
10:45 AM - 11:45 AM Improve Loan Quality with AllRegs Online
Learn how the new AllRegs Online helps lenders manufacture loans more efficiently, accurately, and of higher quality which results in faster turn times and less time with loans on the warehouse line. This session will provide an overview of the updated and modernized interface and highlight all new features for an enhanced user experience.
1:00 PM - 2:00 PM Demystifying Publishing
Join this informative session featuring a small panel of clients who will share how they are leveraging publishing in their organizations. Discover how it contributes to their ROI, efficiencies and improved business practices. They will discuss how to keep up with compliance demands and have a single source of truth to publish lending guides and overlays into a library that is easy to locate, saving time and increasing productivity.
2:30 PM - 3:30 PM The Future of Ability to Repay and Non-Qualified Mortgage Lending
Join this discussion on what lies ahead in the future of non-qualified mortgage lending. Learn the current state of affairs related to non-qualified mortgage lending and the potential future market opportunity for those lenders who are prepared.
4:00 PM - 5:00 PM Effective Organizational Compliance Training
Join us for best practices and methodologies for effective organizational compliance training. Learn from the success of customers who have developed effective compliance training programs and processes in their organizations. Learn how to address different learning needs including those of millennial learners.
REGISTER TODAYSession DescriptionsDigital Mortgage and Beyond
Time Tuesday, March 12
10:45 AM - 11:45 AM URLA Reveal – Part 1
The new URLA is coming. Are you prepared? In this session you will learn about the GSEs' planned implementation timeline for the new URLA, what it will mean to your organization, and how Ellie Mae will support the new URLA in Encompass and across our suite of digital mortgage products to help you to seamlessly transition to the new workflow.
RECOMMENDED FOR: COMPLIANCE MANAGERS, PROCESSORS, UNDERWRITERS, BUSINESS MANAGERS, SYSTEM ADMINISTRATORS, OPERATIONS MANAGERS
1:00 PM - 2:00 PM URLA Reveal – Part 2
Learn from a panel of fellow mortgage innovators on how they are preparing for a seamless transition to the new URLA. This session will help you understand what steps to take in order to implement the new URLA across your business.
RECOMMENDED FOR: COMPLIANCE MANAGERS, PROCESSORS, UNDERWRITERS, BUSINESS MANAGERS, SYSTEM ADMINISTRATORS, OPERATIONS MANAGERS
2:30 PM - 3:30 PM Removing Barriers Between Loan Officers and Borrowers
In this session we will explore the day in the life of a lender using Encompass Loan Officer Connect. You will hear how you, too can transform your digital mortgage process and break the barriers between loan officers and borrowers.
4:00 PM - 5:00 PM The Right Loan Scenario for the Right Borrower
Each borrower has different requirements and needs when it comes to getting a mortgage. Get a firsthand look at a new powerful loan comparison tool to easily match loan programs with borrowers.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS
Time Wednesday, March 13
10:45 AM - 11:45 AM How Lenders Can Capitalize on the Rising Demand for HELOCs
Consumers are increasingly looking to HELOCs as a means of financing home additions and renovations, creating opportunities for lenders. In this session, our presenters will cover key market trends that are driving consumer demand for HELOCs, utilizing new Encompass features to efficiently close HELOCs and Ellie Mae's product strategy for helping lenders boost HELOC productivity and deliver a fully digital mortgage.
RECOMMENDED FOR: LOAN OFFICERS, SALES, LOAN ORIGINATION, BUSINESS MANAGEMENT, MARKETING, MORTGAGE INDUSTRY EXECUTIVES
1:00 PM - 2:00 PM Drive Automation to Reduce Processing Time
Learn how lenders continue to reduce time to close and optimize the loan origination lifecycle with the latest Encompass workflows and automation. Get a firsthand look at automated service ordering and how you can leverage existing functionality to reduce your own processing time.
RECOMMENDED FOR: LOAN OFFICERS, LOAN PROCESSORS, MORTGAGE INDUSTRY EXECUTIVES, SYSTEM ADMINISTRATORS, BUSINESS MANAGEMENT
2:30 PM - 3:30 PM Expansion into Wholesale and Correspondent Channels
Expanding into a new channel requires careful planning and technology to truly be successful. In this session you will learn market trends that are driving lenders to expand into wholesale and correspondent channels, opportunities and risks, and how Ellie Mae's Encompass TPO Connect and Encompass Investor Connect solutions deliver a truly digital mortgage experience for your partners.
4:00 PM - 5:00 PM Controlling Costs with eClosing Functionality
The mortgage industry has made great strides in making the digital mortgage "dream" a reality with one key exception: The Closing process. eClosing remains the holy grail of fully automating the entire digital mortgage process. In this session, our presenters will explain the eClosing process, how lenders are approaching it today and what the future holds.
RECOMMENDED FOR: PROCESSORS, UNDERWRITERS, BUSINESS MANAGERS, SYSTEM ADMINISTRATORS, OPERATIONS MANAGERS, CLOSERS
10:45 AM - 11:45 AM Encompass Dynamic Data Management – Part 1
Dynamic Data Management is a new rules engine in Encompass that automates data entry. Learn how you can set up, configure and manage field and fee rules to save your company time and lower your cost of origination.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS, BUSINESS ANALYSTS, OPERATIONS
1:00 PM - 2:00 PM Encompass Dynamic Data Management – Part 2
Learn tips, best practices and common use cases for leveraging Dynamic Data Management from Ellie Mae customers so you can take workflow automation to the next level.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS, BUSINESS ANALYSTS, OPERATIONS
2:30 PM - 3:30 PM Business Rule Management Best Practices
Hear from Ellie Mae experts and other lenders on how to best manage Encompass business rules as you embrace the Connect family of products. Learn how to leverage the Custom Reporting Tool to take an inventory of your business rule ecosystem, easily spot potential pitfalls, and identify specific changes to make in your Advanced Code to positively impact your business.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS, BUSINESS ANALYSTS, OPERATIONS
4:00 PM - 5:00 PM Translating Business Requirements into Business Rules
Learn how to effectively interface with your internal business and operations teams to translate their requests into business requirements. Read between the lines to understand end goals so you can put in place best practice configurations and business rules to achieve optimum results.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS, BUSINESS ANALYSTS, OPERATIONS
Time Wednesday, March 13
10:45 AM - 11:45 AM Customizing the Loan Officer Experience
Learn from Ellie Mae experts how to leverage new tools to build a first class experience for your loan officers. Understand how to integrate various configurations for Encompass Loan Officer Connect and how to take advantage of the new Web Input Form Builder and custom tools to improve your loan officer's productivity.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS, BUSINESS ANALYSTS, OPERATIONS
1:00 PM - 2:00 PM Automated Service Ordering with Encompass Loan Officer Connect
Focus on best practices for setting up and managing service ordering in Encompass Loan Officer Connect. Find out how you can provide your loan officers, and their borrowers, with a truly efficient loan experience.
Learn best practices for configuring Encompass Consumer Connect to deliver a truly customized, best-in-class borrower experience. Find out how you can take advantage of this "must have" solution to capture more business.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS
4:00 PM - 5:00 PM Developing on Encompass
Do you want to learn how to become a true Encompass developer? Almost there but need some guidance? This session will give you the path and the tools you need to reach your goals.
RECOMMENDED FOR: SYSTEM ADMINISTRATORS, BUSINESS ANALYSTS, OPERATIONS
REGISTER TODAYSession DescriptionsBest Practices in Cybersecurity
Time Wednesday, March 13
10:45 AM - 11:45 AM Creating a Culture of Security
Cybersecurity is everyone's responsibility at your company. In our world of "If you see something, say something," having as many eyes and ears as possible can help alert you about issues sooner, rather than later. This session will focus on key areas to focus your employee education and training, strategies to minimize your risk, and pillars of a successful and cohesive company security program.
RECOMMENDED FOR: CYBERSECURITY MANAGERS, RISK AND COMPLIANCE, FRAUD MANAGERS, SECURITY ENGINEERS, SECURITY OFFICERS, APPLICATION SECURITY, CIOS / CTOS, IT STAFF, LEGAL AND PRIVACY STAFF
1:00 PM - 2:00 PM Encompass Security Best Practices
Security protocols are only as powerful as their implementation – and their maintenance. In this session, we'll review a checklist of best practices to maintain and enhance your Encompass security practices including password change rules, IP restrictions, and system audit trails. We'll also share custom development examples of how current customers are tracking logins and exposing anomalies to keep Encompass secure.
RECOMMENDED FOR: CYBER SECURITY MANAGERS, RISK AND COMPLIANCE, FRAUD MANAGERS, SECURITY ENGINEERS, SECURITY OFFICERS, APPLICATION SECURITY, CIOS / CTOS, IT STAFF, LEGAL AND PRIVACY STAFF
2:30 PM - 3:30 PM Email Security & Phishing
Staying one step ahead of the bad guys is an ongoing game of cat and mouse. Learn the latest techniques for keeping your email secure and avoiding phishing attacks, as well as techniques for reducing email spam and how to deal with social engineering.
RECOMMENDED FOR: CYBER SECURITY MANAGERS, RISK AND COMPLIANCE, FRAUD MANAGERS, SECURITY ENGINEERS, SECURITY OFFICERS, APPLICATION SECURITY, CIOS / CTOS, IT STAFF, LEGAL AND PRIVACY STAFF
4:00 PM - 5:00 PM Security with the Connect Family of Products
This session will focus on security best practices within several of Encompass "Connect" offerings, including Encompass Consumer Connect, Encompass TPO Connect, Encompass Loan Officer Connect and more. Learn how to stay safe with the latest measures, including certificate-based authentication, two-factor authorization, native active directory synchronization, and many others.
RECOMMENDED FOR: CYBER SECURITY MANAGERS, RISK AND COMPLIANCE, FRAUD MANAGERS, SECURITY ENGINEERS, SECURITY OFFICERS, APPLICATION SECURITY, CIOS / CTOS, IT STAFF, LEGAL AND PRIVACY STAFF
10:45 AM - 11:45 AM The Future of the Secondary Market
From GSE reform to private investors returning to the industry, the secondary market holds uncertainty for many lenders. Non-QM and jumbo product demand is increasing and lenders are looking for outlets to take advantage of every opportunity. Hear from a panel of industry experts who will discuss the landscape and offer their perspective on what the future may hold for the secondary market.
RECOMMENDED FOR: EXECUTIVES, C-LEVEL, SVPS, BUSINESS LEADERS
1:00 PM - 2:00 PM Is Buying Leads Really Worth the Cost?
Everyone is looking to drive business and the temptation to buy leads is more enticing than ever, as there is more competition for volume. But what types of leads are most valuable (search ads, portal ads, etc.) and how do you ensure that you are getting the most value out of the dollars spent? In this session, we will hear from lead generation experts on the best practices of driving higher ROI from each lead spend.
RECOMMENDED FOR: EXECUTIVES, C-LEVEL, SVPS, BUSINESS LEADERS
2:30 PM - 3:30 PM 2019 Housing Outlook
Everyone is worried about the lack of affordable housing inventory, new housing starts, credit availability, interest rates, rising rental prices and the economy overall. How will all of this impact industry volume in 2019 and what should mortgage executives be prepared for? We have assembled the top industry economists who will share their perspective on 2019 and what we should all expect our businesses to face.
RECOMMENDED FOR: EXECUTIVES, C-LEVEL, SVPS, BUSINESS LEADERS
4:00 PM - 5:00 PM What Does My Own Big Data Tell Me?
Lenders have data on borrowers, but is that data being used to create new business? This panel will provide real examples of how lenders are tapping into their data to drive process improvements, reduce friction and create competitive advantages.
RECOMMENDED FOR: EXECUTIVES, C-LEVEL, SVPS, BUSINESS LEADERS
10:45 AM - 11:45 AM Connectivity Optimization for Improved Encompass Performance
Learn how to leverage Amazon Web Services (AWS) and/or Microsoft Azure Virtualization to optimize your Encompass Smart Client environment. This session will explore how to reduce network latency and provide tools and troubleshooting tips to enhance the performance of your Encompass instance.
RECOMMENDED FOR: INFRASTRUCTURE STAFF, SYSTEM ADMINISTRATORS, NETWORK ENGINEERS, SYSTEM ENGINEERS, CIOS/ CTOS AND IT STAFF
Learn why so many companies are moving to the cloud. Hear from Ellie Mae's infrastructure experts how you, too, can leverage cloud providers for added innovation, scalability, efficiency and cost reduction.
RECOMMENDED FOR: INFRASTRUCTURE STAFF, SYSTEM ADMINISTRATORS, NETWORK ENGINEERS, SYSTEM ENGINEERS, CIOS/ CTOS AND IT STAFF
Join Ellie Mae architects as they share strategies for moving Encompass and related products and services to Amazon Web Services (AWS). This session will cover the current hybrid cloud network topology, the approach to maximize application services distribution across Ellie Mae's data centers and AWS, and the practices in place for replication and availability. Hear more about the roadmap and timing of moving fully to the cloud.
RECOMMENDED FOR: INFRASTRUCTURE STAFF, SYSTEM ADMINISTRATORS, NETWORK ENGINEERS, SYSTEM ENGINEERS, CIOS/ CTOS AND IT STAFF
4:00 PM - 5:00 PM Encompass Lending Platform Under the Hood
Learn building block fundamentals of what makes up the Encompass Lending Platform. Get keys to managing data storage and understand the core elements for constructing a scalable architecture.
RECOMMENDED FOR: INFRASTRUCTURE STAFF, SYSTEM ADMINISTRATORS, NETWORK ENGINEERS, SYSTEM ENGINEERS, CIOS/ CTOS AND IT STAFF
10:45 AM - 11:45 AM Creating a Borrower-First Experience for Unprecedented Success
Industry expert and nationally renowned speaker, Dale Vermillion, will provide practical and proven strategies for improving your sales though adopting a true advocate mindset. In this session, Dale will present his leading Sales Methodologies for improving conversion and commitment in today’s competitive, rising rate market.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, BUSINESS MANAGEMENT, MORTGAGE INDUSTRY EXECUTIVES
1:00 PM - 2:00 PM 5 Key Tips to Effective Customer Relationship Building
Are you engaging with your customers in a meaningful way to boost new and repeat business? In this session we will talk about the five things you need to do to build an effective relationship with your customers: 1) nurture trust, 2) listen 3) respond, 4) be multi-channel, and 5) measure impact. You’ll walk away with dozens of actionable take-aways to improve customer engagement.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, BUSINESS MANAGEMENT, MORTGAGE INDUSTRY EXECUTIVES
2:30 PM - 3:30 PM Part 1 - See It in Action: Consumer Engagement Suite from Beginning to End
How can you reach more potential borrowers and ensure you're capturing and converting every opportunity? See how the products in the Ellie Mae Consumer Engagement Suite work seamlessly together to provide a delightful and rewarding consumer experience while increasing your presence online and growing your business.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, MORTGAGE INDUSTRY EXECUTIVES, SYSTEM ADMINISTRATORS, BUSINESS MANAGEMENT
4:00 PM - 5:00 PM Fireside Chat & Cocktails
Join Ellie Mae executives Jonas Moe and Nick Hedges as they chat about the big changes taking place within the mortgage industry. This will be an interactive session where we focus on providing answers to your pressing questions.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, MORTGAGE INDUSTRY EXECUTIVES, SYSTEM ADMINISTRATORS, BUSINESS MANAGEMENT
Time Wednesday, March 13
10:45 AM - 11:45 AM Optimizing the Partner Ecosystem
Industry expert and nationally renowned speaker, Dale Vermillion, will provide proven strategies for fostering better relationships with critical partner channels. You'll leave the session with a solid action plan on how to focus your team's approach and keep referral volumes up in a tight market.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, MORTGAGE INDUSTRY EXECUTIVES, SYSTEM ADMINISTRATORS, BUSINESS MANAGEMENT, LOAN ORIGINATION
1:00 PM - 2:00 PM Part 2 - See It in Action: Consumer Engagement Suite from Beginning to End
Are you converting 100% of your sales opportunities? See how Velocify by Ellie Mae coupled with the power of Encompass Consumer Connect and Encompass CRM can effectively capture, engage, and turn consumers into customers for life.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, MORTGAGE INDUSTRY EXECUTIVES, SYSTEM ADMINISTRATORS, BUSINESS MANAGEMENT
2:30 PM - 3:30 PM Encompass Consumer Connect – A Lender’s Story
See how lenders just like you have improved the ease of application and reduced the time to close loans using Encompass Consumer Connect.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, MORTGAGE INDUSTRY EXECUTIVES, SYSTEM ADMINISTRATORS, BUSINESS MANAGEMENT
4:00 PM - 5:00 PM Ask the Experts: Tips & Tricks
You won't want to miss this opportunity to learn more about your favorite Consumer Engagement solutions and get more out of your tools – Encompass Consumer Connect, Encompass CRM, Velocify by Ellie Mae, Encompass Loan Officer Connect and Encompass Product & Pricing Service. You can also ask your most pressing "how to" questions of our panel of expert users and product managers in this fun, interactive and informative session.
RECOMMENDED FOR: MARKETING, SALES, LOAN OFFICERS, MORTGAGE INDUSTRY EXECUTIVES, SYSTEM ADMINISTRATORS, BUSINESS MANAGEMENT
REGISTER TODAYSession DescriptionsEllie Mae Partner Success
Time Tuesday, March 12
10:45 AM - 11:45 AM Ellie Mae Marketplace
The Ellie Mae Marketplace will provide an opportunity for partners to showcase their integrations and innovations to lenders.
RECOMMENDED FOR: ELLIE MAE PARTNERS
1:00 PM - 2:00 PM Encompass Partner Connect for Ellie Mae Network
Hear from Ellie Mae Network partners on lessons learned throughout the integration development process and get the latest API strategy.
RECOMMENDED FOR: ELLIE MAE NETWORK PARTNERS
2:30 PM - 3:30 PM Ellie Mae Network API Workshop
Ellie Mae Network partners will have their chance to ask questions and explore APIs during this deep-dive session.
RECOMMENDED FOR: ELLIE MAE NETWORK PARTNER DEVELOPERS
4:00 PM - 5:00 PM Developer API Workshop
Partner developers will have their chance to ask questions and explore APIs during this deep-dive session.
RECOMMENDED FOR: DEVELOPER PARTNERS
Time Wednesday, March 13
10:45 AM - 11:45 AM Ellie Mae Product Updates
Learn about the latest updates with Ellie Mae's "Connect" suite of solutions and how our developer partners are working with Ellie Mae to build a true digital mortgage.
10:45 AM - 11:45 AM The Data Layer That Drives Informed Decisions
Learn about the innovations that Ellie Mae is building at the data layer and how you can leverage comprehensive and reliable data in real time to inform your business strategy.
RECOMMENDED FOR: BUSINESS STRATEGY LEADERS, BUSINESS INTELLIGENCE STAFF, DATA SCIENTISTS, DEVELOPERS
Speaking from the viewpoint of the Chief Xbox Officer, Robbie tells the story of a strategic process that brought together a disparate group of talented individuals into a powerful team that applied intrapreneurship principles to build a successful consumer business within the larger Microsoft structure.
2:30 PM - 3:30 PM Predictive Analytics
There’s a lot of buzz about predictive analytics. Find out what Ellie Mae is doing to help facilitate predictive modelling and machine learning to make predictions about future events.
RECOMMENDED FOR: BUSINESS STRATEGY LEADERS, BUSINESS INTELLIGENCE STAFF, DATA SCIENTISTS, DEVELOPERS
4:00 PM - 5:00 PM Data Intelligence
Data is the #1 driver for developing a well-informed business strategy. Find out what Ellie Mae's is doing to provide access to real-time industry aggregate data to help you understand important trends such as the average time to close, changes in interest rates, borrower demographics, credit scores and more.
RECOMMENDED FOR: BUSINESS STRATEGY LEADERS, BUSINESS INTELLIGENCE STAFF, DATA SCIENTISTS, DEVELOPERS
Time Wednesday, March 13
10:45 AM - 11:45 AM Workshop: Building a Robust Data Platform
Learn how to build a robust data platform from the ground up to fuel your data strategy. Get practical examples and work with peers to formulate a good strategy for your organization. [Workshop #1 in a three-part series.]
RECOMMENDED FOR: BUSINESS INTELLIGENCE STAFF, DATA SCIENTISTS, DEVELOPERS
1:00 PM - 2:00 PM Developer Summit General Session Keynote
Coming soon.
RECOMMENDED FOR: BUSINESS INTELLIGENCE STAFF, DATA SCIENTISTS, DEVELOPERS
2:30 PM - 3:30 PM Workshop: Designing & Selecting the Optimal Analytics Solution/Incorporating AI & Machine Learning
Get best practices for designing your own analytics solution, what to look for when evaluating third-party visualization tools and learn how to incorporate artificial intelligence and machine learning to maximize the value on your data platform and take forecasting and risk mitigation to the next level. [Workshop #2 in a three-part series. Previous workshop recommended.]
RECOMMENDED FOR: BUSINESS INTELLIGENCE STAFF, DATA SCIENTISTS, DEVELOPERS
4:00 PM - 5:00 PM Workshop: Putting It All Together to Power Executive Dashboards
Get hands-on experience building executive dashboards designed to provide actionable insights that can lead to smarter and faster decision-making. Learn how to build and report on important KPIs for your management team. [Workshop #3 in a three-part series. Previous workshops recommended.]
RECOMMENDED FOR: BUSINESS INTELLIGENCE STAFF, DATA SCIENTISTS, DEVELOPERS
REGISTER TODAYSession DescriptionsData Intelligence for Leaders
Time Tuesday, March 12
10:45 AM - 11:45 AM Workshop for Business Leaders: What KPIs Don't Tell You
What does it mean to build a data-centric business? This workshop will cover how you can leverage data as a competitive differentiator. We'll explore the value chain of data and analytics to help you get to a granular level to run business efficiently and effectively.
1:00 PM - 2:00 PM Workshop for Business Leaders: Getting Insights into Your Business
Analytics are the lifeblood of business. This workshop will help you understand what Ellie Mae is doing to support you. We'll cover in-depth Encompass Data Connect and Ellie Mae Insights and how you can use these solutions, and other technologies, to your advantage.
2:30 PM - 3:30 PM Workshop for Business Leaders: From Buzz to Business Value
Demystifying machine learning: This workshop will cover machine learning, what it means to the mortgage industry – and how can you, too, can leverage this trending technology to grow your business.
REGISTER TODAYSession DescriptionsPlatform Development (Developer Summit)
Time Tuesday, March 12
10:45 AM - 11:45 AM Developer Roadmap
Find out the tools and technologies available today in an overview of Ellie Mae's developer roadmap. Learn how lenders are leveraging these tools today to innovate and extend Encompass functionality, and get insights into new capabilities coming in 2019 and beyond.
Speaking from the viewpoint of the Chief Xbox Officer, Robbie tells the story of a strategic process that brought together a disparate group of talented individuals into a powerful team that applied intrapreneurship principles to build a successful consumer business within the larger Microsoft structure.
Find out how using APIs can help you build your own unique notification systems and automate workflows to drive improved operational efficiencies. Hear about real-world use cases in play today with many lenders.
4:00 PM - 5:00 PM Building Your Own Encompass Loan Officer Experience
Learn about the nuts and bolts of how to leverage technology tools to build and code a customized loan officer experience. Get a deep dive with one of our experts at our demo station on the show floor.
Time Wednesday, March 13
10:45 AM - 11:45 AM Innovating with APIs
Hear from Ellie Mae experts and lender developers during this rapid-fire use-case session. Innovative examples will be shared to provide insights into how these lenders have leveraged APIs to transform their business. Find out how you, too, can innovate your lending operation.
1:00 PM - 2:00 PM Developer Summit General Session Keynote
Coming soon.
2:30 PM - 3:30 PM Current Development Trends
What are the latest development trends and which ones should you employ? Have an open discussion with Ellie Mae developers on the software lifecycle, open source development, infrastructure disruption, agile methodology, cloud best practices, and more. Discuss how to effectively interface with business teams to take a business problem to a market solution.
4:00 PM - 5:00 PM Extensions and Plugins in the Next Generation of Encompass
Understand the code within. Whether deployed in the application or in the cloud, this session will provide a technical deep dive of plugins today and their equivalent APIs.