Encompass® EXPERIENCE 2012 National User Summit
October 1-3, 2012 — Wynn Las Vegas
Schedule at a glance
 
Executive Track is intended for executives and senior management.
User Track is intended for users, system administrators, loan officers, etc.
User Sessions by TrackUser Sessions by Date/TimeExecutive Track SessionsSessions by Job Role
Monday, October 1
8:00 a.m. - 9:00 p.m. Attendee Arrival. Registration Open.
  Encompass EXPERIENCE 2012 attendees are encouraged to arrive on October 1 and pick up their credentials. Attendees who pick up their credentials on October 1 will be entered into an early-arrival drawing to win special prizes.
Tuesday, October 2
8:30 a.m. - 10:30 a.m Opening general session featuring Sig Anderman, Ellie Mae founder and CEO, and David H. Stevens, MBA president and CEO
10:00 a.m. - 3:30 p.m. EllieCares “Build-a-Bike,” benefitting the Patrick Kelley Youth Foundation
What's this?
10:00 a.m. - 4:00 p.m. Ellie Mae Partner Connection showcase and exhibits
10:30 a.m. - 11:00 a.m. Refreshment break
11:00 a.m. - noon B r e a k o u t   s e s s i o n s
 
User Track A Achieving loan quality and compliance
Navigating Opportunities within the Mortgage Value Chain
Location:Chambertin 2

Kroll Factual Data has been a trusted source of credit and independent verification services to the mortgage lending industry for over 25 years. From origination through post-closing quality control, Kroll Factual Data can help your business in every phase of the mortgage lending cycle.

Ellie Mae presenters:
  • Damon Littlejohn, Director Channels and Alliances
  • Mike Mauseth, SVP Product and Development
Suggested for:
  • Brokers
  • Compliance professionals
  • Loan officers and processors
  • Underwriter
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User Track A Achieving loan quality and compliance
Riding the Regulatory Wave
Location: Margaux Ballroom 1

Strategic insight into what's new (ULDD, UAD, UCDP), what's on the horizon (Dodd-Frank's UDAP, QM/QRM, and TILA/RESPA integrated disclosure) and what it all means for your business' present and future. Plus, an in-depth exploration of the latest RESPA changes and Ellie Mae's plans for supporting your business.

Ellie Mae presenters:
  • Angela Cheek, Senior Director, Product Compliance
  • John Haring, Compliance Enablement Manager
Suggested for:
  • Compliance managers
  • Loan officers and processors
  • Management
  • Operations managers
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User Track B Cutting edge, cutting cost
Harnessing the Power of Paperless
Location: Alsace Ballroom 2

Best practices and in-depth demonstration for using Encompass360's electronic document management (EDM) capabilities to drive efficiencies and performance in a paperless environment. Learn the ins and outs and the must haves for succeeding in a paperless environment, including:
  • Executive endorsement
  • Secure portals and transports for borrower interaction
  • Image at document receipt
  • Barcode and automated identification risk and rewards
  • Investor collaboration
  • Disclosure tracking
  • Distribution procedures
Recommended for current electronic document users or any business considering converting to a paperless workflow.

Ellie Mae presenters:
  • Troy Coggiola, director, product management
  • Frank Colson, product manager
Suggested for:
  • Closers
  • Compliance managers
  • Loan officers and processors
  • Loan officers and processors
close
 
User Track C Automation acceleration
Turning Commissions Into Competitive Advantage
Location: Alsace Ballroom 1

How to move beyond spreadsheets and manual calculations to help eliminate potential inaccuracies and hidden costs of commissions management and enforce and document compliance. Plus, live demonstration and client case study for using Encompass Commissions™ to:
  • Automate compensation calculation
  • Automate eligible loan payouts
  • Streamline plan payouts
  • Overlay payouts for management overrides
  • Simplify approval workflow
Featured speaker:
  • Janet Fell, Senior Vice President Client Technologies Manager, William Raveis Mortgage, LLC
Ellie Mae presenters:
  • Sue Sroka, Vice President, Client Services
  • Alex Gillette, Product Manager
  • Tom Lyons, Pricing Solutions Sales Specialist
Suggested for:
  • Accounting/payroll
  • Compliance managers
  • Loan officers
  • Management
  • Operations managers
  • System administrators
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User Track D The fast track
What's Next: The Encompass360 Fall 2012 Release
Location: Mouton Ballroom 2

Join us for an in-depth preview of the updates and enhancements coming November 2012 with the Encompass360 Fall 2012 release, including:
  • Workflow enhancements
  • Compliance changes
  • New features in secondary and trade management
  • Electronic document management
  • Product and pricing
Ellie Mae presenters:
  • Jonas Moe, Vice President, Product Strategy
  • Jan Wilgus, Director, Product Marketing
Suggested for:
  • Closers/Funders
  • Compliance managers
  • Loan officers and processors
  • Lock desk managers
  • Management
  • Operations managers
  • Secondary market managers
  • System administrators
close
 
User Track E Just for techies
Customizing Encompass360, Part One – Forms, Fields, Rules and More
Location: Margaux Ballroom 2

Learn how to stay ahead of evolving business needs by using custom forms, fields and business rules to reinforce your company's workflow and accelerate its day-to-day processes. Plus live demonstration and client case study covering:
  • Post-closing checklists
  • Custom fee management
  • Underwriting comparisons
  • Compliance "hard stop" rules
  • Milestone tracking
  • USDA Guarantee Fee automation
  • Automatic milestone completion for brokered loans
  • Dynamic pricing management to discount points
Featured speaker:
  • Heidi Wlasiuk, Systems Administration, George Mason Mortgage
  • Ellie Mae presenter:
  • Troy Tomas, Solutions Engineer
Suggested for:
  • IT managers
  • Operations managers
  • System administrators
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User Track F Performance driven
Keeping the Pulse of Your Business – How to Optimize Vital Information
Location: Mouton Ballroom 1

Learn how to optimize your individual Encompass360's Home Page, pipeline and dashboard capabilities to keep real-time information that's vital to your specific role and company's bottom line at your fingertips.

Ellie Mae presenters:
  • Lisa Evans, Senior Trainer
  • Annie Jacobson, Curriculum Developer
Suggested for:
  • Loan officers
  • Management
  • Operations managers
  • Processors
  • System administrators
  • Underwriters
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Executive Track A
CFPB: The New Enforcer
Location: Latache Ballroom 1

An in-depth look at the Consumer Financial Protection Bureau's (CFPB) administrative and regulatory roadmap spanning Qualified Mortgage (QM) standard and combined Truth in Lending-GFE implementation, future mortgage servicing regulation and potential enforcement methods.

Moderator:
  • Jonathan Corr
    Chief Operating Officer
    Ellie Mae
Featured speakers:
  • Jo Ann Barefoot
    Co-Chair
    Treliant Risk Advisors
  • Jim Brodsky
    Founder
    Weiner Brodsky Sidman Kider PC
  • Steve Jacobson
    President
    Fairway Independent Mortgage
  • Jack Konyk
    Executive Director, Government Affairs
    Weiner Brodsky Sidman Kider PC
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Executive Track B
Changing Lending Demographics: Meeting Demand in the New QM World
Location: Latache Ballroom 2

Join a panel of industry leaders as they discuss how Qualified Mortgage (QM), changing borrower profiles and a minimized Federal Housing Administration (FHA) are affecting how lenders meet the demands of today's borrowers.

Additional industry experts are scheduled to participate.

Moderator:
  • Richard Roof
    Senior Vice President, Business Development
    Ellie Mae
Featured speakers:
  • Doug Duncan
    Chief Economist
    Fannie Mae
  • Mark Fleming, Ph.D.
    Chief Economist
    CoreLogic
  • S.A. Ibrahim
    Chief Executive Officer
    Radian Group Inc.
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12:15 p.m. - 1:45 p.m. Lunch
2:00 p.m. - 3:00 p.m. B r e a k o u t   s e s s i o n s
 
User Track A Achieving loan quality and compliance
New Developments in Fraud Detection and Income Verification
Location: Chambertin Ballroom 2

Join experts from CoreLogic as they discuss the latest technology available in Encompass360 that can help improve your fraud detection and income verification practices

Featured speakers:
  • Bob Mayer, Vice President, National Accounts, CoreLogic
  • Dave Pelling, Senior Director, Product Management, Fraud Solutions, CoreLogic
  • Jackie Pham, Vice President, National Accounts, CoreLogic
Suggested for:
  • Underwriters
  • Loan officers and processors
  • Secondary market managers
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User Track B Cutting edge, cutting cost
Spotlight: Third-Party Origination
Location: Alsace Ballroom 2

Do you have the right procedures in place to manage the performance of third-party originators? We'll discuss best practices for implementing and establishing third-party origination controls in order to maximize or kick start your third-party origination efforts. Plus: An in-depth preview of upcoming Encompass TPO WebCenter enhancements.

Ellie Mae presenters:
  • Jeff English, Director, Product Management
  • Srilatha Davuluri, Product Manager
Suggested for:
  • Correspondent lenders
  • Loan officers and processors
  • Management
  • Operations managers
  • Wholesale lenders
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User Track C Automation acceleration
Spotlight: New Encompass Docs Solution
Location: Margaux Ballroom 1

See how our new, integrated Encompass Docs Solution™ provides better performance, greater visibility into your document data, increased flexibility and control of document packages, and comprehensive compliance tests so you can draw initial and closing documents confidently and in less time. Plus, live demonstration and client case studies for using Encompass Docs Solution to:
  • Automate initial disclosures and closing documents
  • Use form selection logic or lender and investor overrides
  • Include comprehensive audit tests and plan code comparisons
  • Identify overflow fields
  • Configure stacking orders
  • Track documents using document order logs
  • Use custom plan codes and link to specific loan programs
  • Access more than 1,800 forms
Ellie Mae presenters:
  • Rich Feinberg, Director, Product Management
  • Cheryl Hemingway, Solutions Specialist
  • Karen Whitcomb, Business Analyst
Suggested for:
  • Closers/Funders
  • Compliance managers
  • Loan officers and processors
  • Management
  • Operations managers
  • System administrators
close
 
User Track D The fast track
Tackling Lock Desk and Secondary Market Challenges
Location: Mouton Ballroom 2

Are you tracking trade details and percentage completion? Are you tying loan trades to MBS trades? How are you managing mandatory and AOT details? We'll explore these questions and more and detail best practices for using Encompass360 to fortify your lock desk workflow and manage secondary market challenges, including:

Profit management:
  • Reconciling purchase advices: Are you leaving money on the table?
  • Time management
  • Are manual processes clogging your workflow?
  • Encompass360 best practices
  • Advanced pricing grids
  • Purchase advice recognition
  • Integration with Encompass Product and Pricing Service™
Ellie Mae presenters:
  • Troy Coggiola, Director, Product Management
  • Tom Lyons, Solutions Specialist
  • Jenee Robinson, Business Analyst
Suggested for:
  • Lock desk managers
  • Management
  • Secondary market managers
  • System administrators
  • Operations managers
close
 
User Track E Just for techies
Encompass360 System Administration: Setting Yourself Up For More Success
Location: Margaux Ballroom 2

Practical solutions, tips, and tricks for optimizing Encompass360 for your company. Plus: Provide your unique perspective and share your ideas in an interactive discussion with other Encompass360 system administrators from across the country. What's the ideal setup? What configuration works best? Software vs. hardware? What are the pros and cons of SaaS? Have your say.

Ellie Mae presenters:
  • Devin Daly, Vice President
  • Troy Tomas, Solutions Engineer
Suggested for:
  • IT managers
  • Operations managers
  • System administrators
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User Track F Performance driven
System Utilization and Best Practices
Location: Mouton Ballroom 1

You don't know what you don't know, so learn how to best connect with Ellie Mae to identify potential efficiency, loan quality, and compliance gains that can be achieved through optimization, training, or other methods. We'll discuss:

Business challenges
  • Adopting new software tools
  • Leveraging technology
  • Maximizing use of software
  • Acceptance of new workflow
  • Leveraging security access
  • Incorporating paperless concepts
  • Employee retention
  • Keeping current on software changes
  • Keeping current on lending requirements
Optimizing software use
  • Aware of available software tools and services
  • Compliance controls
  • Streamline delivery to borrowers
  • Integrate it into your business model
  • Workflow management
  • Leveraging specialized applications
  • Document your policies and procedures
  • Support your staff
  • Ongoing training
  • Appropriate equipment to run the software
Services at your finger tips
  • Consulting, custom training, health checks, etc.
Ellie Mae presenters:
  • Sue Sroka, Vice President, Client Services
  • Traci Andrews, Training Manager
Suggested for:
  • Operations managers
  • System administrators
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Executive Track A
Looking Ahead in the Secondary Investor Market
Location: Chambertin Ballroom 1

Join our esteemed panel as we evaluate recent shifts in the secondary investor market and what it means for lenders today and in the future. Who has taken the place of Bank of America, ING and other once-prominent players? Is agency-direct a viable option for your company? We'll discuss these questions, share industry insights and look at how some lenders are preparing for the future.

Moderator:
  • Lisa Schreiber
    Vice President, Lender Business Development
    Ellie Mae
Featured speakers:
  • David H. Stevens
    President and Chief Executive Officer
    Mortgage Bankers Association
  • Carol Toren
    Senior Director
    Citibank Correspondent Lending
  • Theodore Tozer
    President
    GNMA
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3:00 p.m. - 3:30 p.m. Refreshment break
3:30 p.m. - 5:00 p.m. Keynote session featuring Peter Navarro, economics and public policy professor at University of California, Irvine, and Barry Habib, vice president and chief market strategist, Residential Finance Corporation
5:30 p.m. - 8:30 p.m. Networking reception and Ellie Mae Hall of Fame celebration at XS Nightclub with NFL Hall of Famer and four-time Super Bowl champion Ronnie Lott.
Wednesday, October 3
8:00 a.m. - 9:00 a.m. B r e a k o u t   s e s s i o n s
 
User Track A Achieving loan quality and compliance
Compliance Town Hall: The Regulatory Roadmap
Location: Petrus Ballroom 1 & 2

Join Ellie Mae compliance experts and peers from across the country and share your thoughts about the current and upcoming regulatory landscape and our strategies for helping keep you compliant, including a spotlight on ESPA/TILA Integrated Disclosures, Ability to Repay/Qualified Mortgage Implementation, and NMLS changes.

Special guest speaker:
  • Tim Lange
    Senior Director, Policy
    Conference of State Bank Supervisors
Ellie Mae presenters:
  • Angela Cheek, Senior Director, Product Compliance
  • John Haring, Compliance Enablement Manager
  • Michael Black, Compliance Product Manager
Suggested for:
  • Compliance managers
  • Loan officers and processors
  • Management
  • Operations managers
close
 
User Track C Automation acceleration
Spotlight: New Encompass Docs Solution
Location: Mouton Ballroom 1

See how our new, integrated Encompass Docs Solution provides better performance, greater visibility into your document data, increased flexibility and control of document packages, and comprehensive compliance tests so you can draw initial and closing documents confidently and in less time. Plus, live demonstration and client case studies for using Encompass Docs Solution to:
  • Automate initial disclosures and closing documents
  • Use form selection logic or lender and investor overrides
  • Include comprehensive audit tests and plan code comparisons
  • Identify overflow fields
  • Configure stacking orders
  • Track documents using document order logs
  • Use custom plan codes and link to specific loan programs
  • Access more than 1,800 forms
Ellie Mae presenters
  • Rich Feinberg, Director, Product Management
  • Cheryl Hemingway, Solutions Specialist
  • Karen Whitcomb, Business Analyst
Suggested for:
  • Management
  • System administrators
  • Operations managers
  • Loan officers and processors
  • Closers/Funders
  • Compliance managers
close
 
User Track D The fast track
DataTrac Client Case Study: Making the Move to Encompass360
Location: Alsace Ballroom 2

Hear from an Ellie Mae client who recently made the move from DataTrac to Encompass360, and size up these two solutions for you. Plus: Get the inside scoop on the future implementation of DataTrac functionality into Encompass360.

Featured speaker:
  • Tad Hensley, Director, Secondary Marketing, AmeriPro Funding
Ellie Mae presenters
  • Joe Tyrrell, Vice President, Strategic Relationships
  • Jonas Moe, Vice President, Product Strategy
Suggested for:
  • DataTrac clients
  • Management
  • System administrators
  • Operations managers
  • Loan officers and processors
  • Compliance managers
  • Closers/Funders
  • Lock desk managers
  • Secondary market managers
close
 
User Track E Just for techies
Contest: How Tech are You?
Location: Alsace Ballroom 1

Sign up for this session and we'll contact you before Encompass EXPERIENCE 2012 National User Summit with a specific business issue in Encompass360. Your assignment: Use your own technical skills to develop a solution to address a business need in one of the categories below and submit it to us prior to the Summit.

Contest categories
1. Custom input forms
2. Workflow automation
3. Integrations with third-party software

Solutions will be evaluated for creativity and effectiveness. Winners will receive an exciting prize and be invited to present their solution to the audience during this session.

Ellie Mae presenters:
  • Ken Kolda, Software Architect
  • Troy Tomas, Solutions Engineer
Suggested for:
  • IT managers
  • Operations managers
  • System administrators
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User Track F Performance driven
WebCenter How To...
Location: Margaux Ballroom 1

Best practices and understanding for how the Encompass WebCenter communicates with the Encompass360 eFolder and Status Online to facilitate data requests, eSigning and status updates for your borrowers. We'll discuss:

Borrowers:
  • How they visit your WebCenter, fill out applications, or request consultation
  • How they send, receive, and eSign documents
  • How they upload signed documents
Loan officers/processors:
  • How to retrieve loan applications and consultation requests from Encompass360
  • How to use eFolder to request documents from borrowers
  • How to send eDisclosure packages
  • When and how to send status online updates
  • How to retrieve eDisclosure packages
Ellie Mae presenters:
  • Lisa Evans, Senior Trainer
  • Annie Jacobson, Curriculum Developer
Suggested for:
  • Loan officers
  • Operations managers
  • Processors
close
 
Executive Track A
Sub-Servicing: The Real ROI
Location: Latache Ballroom 1

Agency-direct and servicing-retained lending is on the rise, putting the onus on lenders to implement new solutions for servicing loans. Our panel of emerging and established sub-servicing providers will detail their best practices and processes for sub-servicing loans and how do to so using Encompass360®.

Moderator:
  • Lisa Schreiber
    Vice President, Lender Business Development
    Ellie Mae
Featured speaker:
  • David Allison
    Senior Vice President
    Dovenmuehle
close
 
Executive Track B
Creating Opportunity with Consumer-Direct
Location: Latache Ballroom 2

Top clients of Ellie Mae, that are using Encompass360 to support a call-center environment and a direct-to-consumer model, share their experience and unique perspective on this evolving lending approach and the advantages of using technology to drive marketing and lead generation.

Two Ellie Mae clients are scheduled to participate.

Moderator:
  • Joe Tyrrell
    Vice President, Strategic Relationships
    Ellie Mae
Featured speaker:
  • Bill Dallas
    Chief Executive Officer
    Skyline Home Loans
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9:15 a.m. - 10:45 a.m. Keynote session featuring Ron Insana, CNBC senior analyst and commentator
10:30 a.m. - 3:00 p.m. EllieCares “Build-a-Bike,” benefitting the Patrick Kelley Youth Foundation
What’s this?
10:30 a.m. - 7:30 p.m. Ellie Mae Partner Connection showcase and exhibits
10:45 a.m. - 11:15 a.m. Refreshment break
11:15 a.m. - 12:15 p.m. B r e a k o u t   s e s s i o n s
 
User Track A Achieving loan quality and compliance
The Next Steps in Automated Compliance
Location: Margaux Ballroom 1

An in-depth exploration of the latest and upcoming Encompass Compliance Service™ enhancements and best practices for leveraging these updates to facilitate compliance with the latest regulations. Recommended for companies currently using Encompass Compliance Service or those interested in automating their compliance management procedures.

We'll cover:
  • How has the industry changed?
  • How does the Encompass Compliance Service help you meet these challenges?
  • How does the Encompass Compliance Service help you meet these challenges?
Ellie Mae presenters:
  • Parvesh Sahi, Vice President, Compliance Solutions
  • John Haring, Compliance Enablement Manager
  • Cheryl Hemingway, Compliance Solutions Specialist
Suggested for:
  • Compliance managers
  • Loan officers and processors
  • Management
  • Operations managers
close
 
User Track B Cutting edge, cutting cost
Town Hall: What Do You Want from a Mobile Solution?
Location: Petrus Ballroom 1 & 2

Join Ellie Mae's product team and peers from across the country and help us shape the future of our web and mobile solutions. What do you want see developed? What do you need out of a mobile solution? Have your say and get one of the first looks at Ellie Mae's mobile solution prototypes.

Ellie Mae presenters
  • Jonas Moe, Vice President, Product Strategy
  • Jonas Moe, Vice President, Product Strategy
Suggested for:
  • Closers/Funders
  • Compliance managers
  • Loan officers and processors
  • Lock desk managers
  • Management
  • Operations managers
  • Secondary market managers
  • System administrators
close
 
User Track C Automation acceleration
Turning Commissions Into Competitive Advantage
Location: Alsace Ballroom 1

How to move beyond spreadsheets and manual calculations to help eliminate potential inaccuracies and hidden costs of commissions management and enforce and document compliance. Plus, live demonstration and client case study for using Encompass Commissions to:
  • Automate compensation calculation
  • Automate eligible loan payouts
  • Streamline plan payouts
  • Overlay payouts for management overrides
  • Simplify approval workflow
Featured speaker:
  • Janet Fell, Vice President, William Raveis Mortgage, LLC
Ellie Mae presenters:
  • Sue Sroka, Vice President, Client Services
  • Alex Gillette, Product Manager
  • Tom Lyons, Solutions Specialist
Suggested for:
  • Accounting/payroll
  • Compliance managers
  • Loan officers
  • Management
  • Operations managers
  • System administrators
close
 
User Track C Automation acceleration
Improving Operational Efficiency from Pre-Qualification to Pre-Funding
Location: Chambertin 2

Think nothing ever changes in credit reporting or flood services? Think again. Experts will highlight enhanced features in credit, flood and LQI compliance designed to help you work more efficiently and write better loans.

Featured speakers:
  • Scott Giberson, Compliance Manager, Flood Services, CoreLogic
  • Bob Mayer, Vice President, National Accounts, CoreLogic
  • Jackie Pham, Vice President, National Accounts, CoreLogic
Suggested for:
  • Underwriters
  • Loan officers and processors
  • Secondary market managers
close
 
User Track D The fast track
Spotlight: Automated Product and Pricing
Location: Mouton Ballroom 1

An in-depth look at the growing importance of automated product and pricing engines to the mortgage process. Plus: in-depth demonstration for leveraging Encompass Product and Pricing Service in Encompass360 for optimum success. And: Overview of recent Encompass Product and Pricing Service enhancements, including:
  • Support for Fannie Mae and Freddie Mac programs and pricing
  • Ability to price leads from mobile and web sources and push seamlessly into Encompass360
  • Additional investor support
Ellie Mae presenters:
  • Troy Coggiola, Director, Product Management
  • Tom Lyons, Pricing Solutions Sales Specialist
  • Jenee Robinson, Business Analyst
Suggested for:
  • Lock desk managers
  • Loan officers
  • Management
  • Secondary market managers
close
 
User Track E Just for techies
Customizing Encompass360, Part Two – The SDK Advantage
Location: Mouton Ballroom 2

Explore the latest best practices and knowhow for leveraging the Encompass Software Development Kit (SDK) to connect Encompass360 with external applications and expand your technology reach and capabilities. Plus live demonstration and client case study covering:
  • Loan exporter utilities
  • Batch loan updates
  • Auto-locking a loan
  • Closing calendar automation and Sharepoint integration
Featured speaker:
  • Alan Rabideau, Chief Information Officer/IT Director, Residential Finance Corporation
Ellie Mae presenters:
  • Troy Tomas, Solutions Engineer
Suggested for:
  • IT managers
  • Operations managers
  • System administrators
close
 
User Track F Performance driven
Paperless Operations – How to Make your Work Flow
Location: Margaux Ballroom 2

Best practices for maximizing Encompass360's eFolder to achieve an efficient and compliant paperless workflow. We'll detail how to tackle common challenges — like outstanding conditions, document changes, use of document sets — and explore best practices for converting to a paperless environment without overhauling your current workflow. We'll discuss:
  • Paperless challenges
    • Poor lending workflow
    • Insufficient equipment
    • Staff buy-in
    • Lack of training
  • Converting to a paperless operation
  • Document naming conventions
  • Using document sets
  • Keys to optimizing persona access
  • Using business rules
Ellie Mae presenters:
  • Sue Sroka, Vice President, Client Services
  • Tracy Farber, Manager, Client Services
  • Pam Faulkner, Implementation Project Manager
Suggested for:
  • Loan officers and processors
  • Operations managers
  • System administrators
close
 
Executive Track A
Mortgage-Backed Securities: The New Calm After the Storm?
Location: Latache Ballroom 1

Are there new opportunities in issuing mortgage-backed securities? Is it time to consider them as an additional source of revenue? A panel of industry experts will answer these questions and detail the processes, risks and advantages of leveraging these securities.

Moderators:
  • Lisa Schreiber
    Vice President, Lender Business Development
    Ellie Mae
Featured speakers:
  • Jim Brodsky
    Founder
    Weiner Brodsky Sidman Kider PC
  • William S. Gorin
    President
    MFA Financial, Inc.
close
 
Executive Track B
Minimizing Buy-Back Risk: Hitting a Moving Target
Location: Latache Ballroom 2

Day to day, loan to loan, buy-backs remain a chief concern – and evolving threat – for lenders and investors alike. Join us as we explore operational best practices and protections for reducing risk while minimizing the impact to your bottom line.

Moderator:
  • Richard Roof
    Senior Vice President, Business Development
    Ellie Mae
Featured speakers:
  • Christine Clifford
    CMB, Principal,
    Access Mortgage Research & Consulting, Inc.
  • Dave Souder
    Partner
    Weiner Brodsky Sidman Kider PC
  • Justin Vedder
    Senior Vice President, Risk Management
    Arthur J. Gallagher Risk Management Services, Inc.
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12:30 p.m. - 2:00 p.m. Lunch
2:15 p.m. - 3:15 p.m. B r e a k o u t   s e s s i o n s
 
User Track A Achieving loan quality and compliance
An Easier Path to Loan Quality
Location: Margaux Ballroom 1

"Quality over quantity" has never been truer for how lenders and investors work together to buy and sell loans. But what exactly defines a quality loan? We'll explain why and explore the latest best practices for using business rules, workflow controls and Ellie Mae's Total Quality Loan™ program to drive loan quality in Encompass360 when it counts the most.

Ellie Mae presenters:
  • Lisa Schreiber, Vice President, Lender Business Development
  • Lori Wahl, Solutions Specialist
  • Ronyelle Banks, Business Analyst
Suggested for:
  • Compliance managers
  • Management
  • Operations managers
  • Processors
  • Secondary market managers
  • Underwriters
close
 
User Track A Achieving loan quality and compliance
Navigating Opportunities within the Mortgage Value Chain
Location:Chambertin 2

Kroll Factual Data has been a trusted source of credit and independent verification services to the mortgage lending industry for over 25 years. From origination through post-closing quality control, Kroll Factual Data can help your business in every phase of the mortgage lending cycle.

Ellie Mae presenters:
  • Damon Littlejohn, Director Channels and Alliances
  • Mike Mauseth, SVP Product and Development
Suggested for:
  • Brokers
  • Compliance professionals
  • Loan officers and processors
  • Underwriter
close
 
User Track B Cutting edge, cutting cost
Improving Customer Experience: Stepping Into the Borrower's Shoes
Location: Mouton Ballroom 1

Understanding the borrower's mindset and how you can use it and Encompass360 to forge stronger relationships and the best customer experience. We'll explore:
  • How the borrower prepares to apply for a loan
    • What information do they need?
    • What information do they think they need?
  • How they apply for a loan
    • Are online applications the answer?
  • The borrower's role during processing
    • Disclosure inundation
    • Service appointments
  • How is the borrower communicated to throughout the process?
  • During closing
    • What's next?
Ellie Mae presenters:
  • Jeff English, Director, Product Management
Suggested for:
  • Closers
  • Compliance managers
  • Loan officers and processors
  • Operations managers
close
 
User Track C Automation acceleration
Town Hall: The Future of Mortgage Automation
Location: Petrus Ballroom 1 & 2

What challenges today will turn into opportunities tomorrow? What keeps you up at night? What's the next boundary mortgage technology can break? Bring your unique perspective, share your thoughts and ideas, and join Ellie Mae's product experts and peers from across the country to discuss the future of mortgage automation and the ongoing evolution of Encompass360.

Ellie Mae presenters
  • Jonas Moe, Vice President, Product Management
  • Troy Coggiola, Director, Product Management
  • Jeff English, Director, Product Management
  • Rich Feinberg, Director, Product Management
Suggested for:
  • Closers/Funders
  • Compliance managers
  • Loan officers and processors
  • Lock desk managers
  • Management
  • Operations managers
  • Secondary market managers
  • System administrators
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User Track D The fast track
Achieving Efficiency Through The Ellie Mae Network
Location: Alsace Ballroom 1

Encompass360 users use the Ellie Mae Network inside Encompass360 more than 700,000 times on average every month to access the services they need to originate and manage mortgages. Discover what's new on the Network and learn the latest best practices for securing the services you need right inside Encompass360. We'll show you a 'how to' demonstration covering:
  • Understanding the benefits of connecting electronically with service providers
  • Service types and providers available in Encompass360
  • How to gain workflow efficiencies
  • Introducing new service providers available on the Ellie Mae Network
Ellie Mae presenters:
  • Michelle Robinson, Director of Business Development
  • Cathy Grossi, Senior Program Manager
Suggested for:
  • Closers
  • Compliance managers
  • Loan officers and processors
  • Management
  • Operations managers
  • System administrators
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User Track E Just for techies
Eye on API – System Configuration and More
Location: Alsace Ballroom 2

Join us as we discuss Ellie Mae's open architecture vision and the future enhancements to the Encompass API, including expanding access to system configuration features, exposing partner services, and providing alternative interfaces such as WSDL-compliant web services. Provide your input and insight during this open discussion and help us align our strategy with your company's direction and define which features are of most value to your organization's continued success. We'll cover:
  • Increasing exposure of Encompass360 business objects and processes
    • New database extensibility features
    • Programmatic access to services
  • Other considerations
  • Performance
    • .NET 4.0
    • Next generation
    • Improved web and mobile support
    • WSDL/REST (version independent)
    • JSON
Ellie Mae presenters:
  • Ken Kolda, Software Architect
  • Troy Tomas, Solutions Engineer
Suggested for:
  • CIOs
  • IT managers
  • Operations managers
  • System administrators
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User Track F Performance driven
Managing Access to Encompass360
Location: Alsace Ballroom 2

Using personas, user groups, business rules, and organizational hierarchy inside Encompass360 to help reinforce workflow requirements, control system access and ensure a secure, fluid origination process.

Ellie Mae presenters:
  • Lisa Evans, Senior Trainer
  • Annie Jacobson, Curriculum Developer
Suggested for:
  • Management
  • Operations managers
  • System administrators
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Executive Track A
SaaS at Your Service: Leveraging Hosted Technology
Location: Latache Ballroom 1

Engage with Ellie Mae's technology management team and technology leaders from Ellie Mae clients to learn more about our hosted platform investments and development roadmap and how our hosted offerings can help maximize the scale and value of your system while letting you focus more on your business.

Featured Speakers:
  • Jeffrey Bell
    CIO
    PHH Mortgage
  • Limin Hu
    Co-Founder and Chief Technology Officer
    Ellie Mae
  • Jack Konyk
    Executive Director, Government Affairs
    Weiner Brodsky Sidman Kider PC
  • David Robbins
    Chief Information Officer
    Ellie Mae
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Executive Track B
Harnessing the Power of the Press
Location: Chambertin Ballroom 1

What makes mortgage news and why? How can you get your message across to customers and the mortgage industry at-large? Join public relations expert Bill Campbell, representative for several mortgage industry clients, and mortgage media editors and professionals for an all-encompassing look at how the media covers our industry today and how you can best leverage media opportunities. Mortgage media editors and professionals are also scheduled to participate.

Moderator:
  • Bill Campbell
    Principal
    Campbell Lewis Communications
Featured Speakers:
  • Kate Berry
    Consumer Finance Reporter
    American Banker
  • Guy D. Cecala
    Chief Executive Officer and Publisher
    Inside Mortgage Finance
  • Austin Kilgore
    Managing Editor
    Mortgage Technology
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3:15 p.m. - 3:45 p.m. Refreshment break
4:00 p.m. - 5:30 p.m. Closing general session with Ellie Mae Founder and CEO, Sig Anderman, and Radian Group CEO, S.A. Ibrahim
5:30 p.m. - 7:30 p.m. Closing network reception
   
Subject to change without notice