Ellie MaeBroker Solutions

Our customer care doesn't end with the sale. Encompass client resources will ensure that you're supported from day one.

Your success is our top priority. With resources in place to help you from the point of set-up through to individual user training and ongoing technical support, you are guaranteed to be successful with Encompass.

» Professional Services
» Training
» Support

Professional Services

Our Professional Services team is here to make sure that your specific software needs are being met. With our wide range of service offerings, you can quickly get up and running with Encompass.

  • Business workflow consultation
  • Encompass configuration based on tailored business recommendations
  • Custom input and output forms
  • Campaign Management configuration
  • Loan template setup
  • Encompass deployment recommendations
  • Encompass server setup and configuration
  • Custom applications to communicate with your Encompass Server

To schedule your free Professional Services consultation, please send an email with your client ID and contact details to proservices@elliemae.com. If you haven't yet purchased Encompass and would like more information about Professional Services, please contact Encompass Sales at 888.955.9100.

Training

To ensure that you get the most out of your Encompass solution, we provide an array of training offerings for end-users and system administrators.  On-Demand video tutorials, Quick Reference Guides and instructor-led online and onsite classes all help your company get up to speed quickly with Encompass. 

Courses include:

  • End-User Courses
    • Loan Origination and Processing Part 1
    • Loan Origination and Processing Part 2
    • Electronic Document Management and Status Online
    • Contact Management and Marketing
    • Encompass Campaign Manager
    • Encompass Reporting
    • Closing with Encompass
    • Encompass Power Processing
  • System Administrator Courses
    • Setup and Configuration Part 1
    • Setup and Configuration Part 2
    • Encompass WebCenter for Administrators

Support

We offer a wide range of online and telephone support options so you can get all the help you need with Encompass. Online options include our Knowledge Base with helpful articles covering our most frequently asked questions, our user forum with advice and announcements from Ellie Mae experts and fellow users and our Documentation Library, which houses the latest Encompass technical and reference documents. We also have an experienced team of technical professionals ready to help you via online chat, email or phone.