Agenda at a Glance - Experience18 · PDF fileWynn Las Vegas | March 19-21, 2018 1 Morning...

Wynn Las Vegas | March 19-21, 2018

experience.elliemae.com 1

Morning Training Classes

Encompass Developer Connect Basics

Creating and Customizing Input Forms in Encompass

Preparing for the Future of Encompass System Administration

Encompass Developer Connect: Beyond the Basics

Encompass 201: The Loan Workflow

Enforcing Best Practices/Processes with Expert Business Rules

Effectively Originating Construction/Construction-to-Perm Loans in Encompass

Encompass 301

8:00AM - 12:00PM

7:00AM - 8:00AM

6:30AM - 8:00PM

12:00PM - 8:00PM

12:00PM - 1:00PM

Pre-conference Training Breakfast

Registration / Information Desk Open


Pre-conference Training Lunch

Preparing for 2018 HMDA Changes

Encompass Compliance Service

Creating eLearning Training Modules


Afternoon Training Classes1:00PM - 5:00PM

5:00PM - 7:00PM

Agenda at a Glance

Monday, March 19

Welcome Reception in the Exhibit Hall

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Lunch

Refreshment Break

6:30AM - 6:00PM

10:45AM - 12:15PM

1:30PM - 3:00PM

7:00AM - 4:00PM

10:00AM - 10:45AM

12:15PM - 1:30PM

3:00PM - 3:45PM

Refreshment Break

3:45PM - 5:15PM

7:00PM - 10:00PM

General Session8:00AM - 10:00AM

KEYNOTE Jonathan Corr President & CEO, Ellie Mae

KEYNOTE Jonas Moe SVP, Market Strategy, Ellie Mae

KEYNOTE Cathleen Schreiner Gates, EVP, Sales & Marketing, Ellie Mae

KEYNOTE Joe Tyrrell EVP, Corporate Strategy, Ellie Mae

Breakout Sessions

11:00AM - 5:00PM Solution Showcase

Experience Party at XS Nightclub, Encore

Breakout Sessions

Breakout Sessions

Agenda at a Glance Tuesday, March 20

Ellie Mae Cares Build-a-Buddy 7am - 8am, 10am - 4pm

Breakfast 7am - 8am

Exhibit Hall Open 7am - 8am, 10am - 4pm

Tiny Home Tour 7am - 8am, 10am - 4pm

EM Classic Golf Challenge 7am - 8am, 10am - 4pm

HMDA in Focus: 2018 and Beyond

KBYO: What you Need to Know About 2018 Changes

Product Compliance Town Hall

Innovative Strategies for a Successful Future

Lowering Your Cost of Origination

New Approaches for More Effective Consumer Engagement

Lowering Front-End Customer Acquisition Costs

Increasing Productivity Through Enhanced Process Automation

Digital eClosings: Current Trends and Effective Tactics

Hall of Fame: Focus on Compliance Automation

Hall of Fame: Focus on Efficiency in ROI

Hall of Fame: Focus on Business Growth

Roadmap: Harnessing the Power of Encompass for Today and Tomorrow

Migrating from the Encompass SDK to APIs, Part 1

Migrating from the Encompass SDK to APIs, Part 2

Maximizing Your Ellie Mae Partnership to Increase Adoption

KEY: Compliance Executive Digital Mortgage Networking Developer Sales & Marketing Partners

REGISTER TODAY



Agenda at a Glance Wednesday, March 21

Lunch

Refreshment Break

10:45AM - 12:15PM

1:30PM - 3:00PM

10:15AM - 10:45AM

12:15PM - 1:30PM

3:00PM - 3:45PM

Refreshment Break

3:45PM - 5:15PM

5:00PM - 7:00PM

General Session8:00AM - 10:15AM

Breakout Sessions

11:00AM - 5:00PM Solution Showcase

Closing Reception at Sunset Pool

Breakout Sessions

Breakout Sessions

GSE Updates: The Latest Insights

Proactive Approaches to Examinations and Audits

Compliance Peer Working Groups

Getting Loans Purchased Faster Through Secondary Marketing and Digital Delivery

Business Perspective: Encompass and Digital Mortgage Roadmap

Making Smarter Business Decisions Through Better Data Analytics

Driving a Greater Return on Your Digital Marketing Strategy

Successful Approaches to Channel Expansion

Lender Panel: Engage Your Audience to Close More Loans

Encompass Innovation Challenge in Focus

Hall of Fame: Focus on Efficiency in ROI

Hall of Fame: Focus on Digital Mortgage Excellence

Technical Perspective: Better Business Analytics

Customizing the User Experience in Encompass

Taking Business Rule Automation to the Next Level

Next-Generation Integrations

REGISTER TODAY

KEY: Compliance Executive Digital Mortgage Networking Developer Sales & Marketing Partners

Registration / Information Desk Open6:30AM - 6:00PM

7:00AM - 4:00PM Ellie Mae Cares Build-a-Buddy 7am - 8am, 10am - 4pm

Breakfast 7am - 8am

Exhibit Hall Open 7am - 8am, 10am - 4pm

KEYNOTE General Stanley McChrystal Former Commander of US and International Forces in Afghanistan

HALL OF FAME AWARDS Amy Purdy 2014 Paralympic Bronze Medalist & Best-selling Author

Tiny Home Tour 7am - 8am, 10am - 4pm

EM Classic Golf Challenge 7am - 8am, 10am - 4pm



Encompass Developer Connect Basics

Beginning Encompass Developers start here! This course will present the basics of using Encompass Developer Connect APIs, including the basics of REST, how to obtain an access token, along with touching on how to work with loan data. Students will use Microsoft Visual Studio to make a basic console application to open a loan and read certain data, including specific actions such as: get a list of loans; get a loan; and update a loan. At the end of this course you should be able to: • Discuss the motivation for and transition to Encompass Developer Connect• Explain the architectural changes that come with Encompass Developer Connect• Understand the requirements of executing Encompass Developer Connect calls• Review .NET Language Bindings to assist in application development• Create a stand-alone application to modify a loanPREREQUISITE — BASIC KNOWLEDGE OF VISUAL STUDIO, REST APIS, AND OBJECT-ORIENTED PROGRAMMING (PREFERABLY C#)

Preparing for the Future of Encompass System Administration

This course will help prepare System Administrators with the knowledge needed to transition their existing Encompass settings to the new Encompass NG Lending Platform. Students will learn to use the Customization Reporting Tool to assess Custom Forms, Custom Fields, and Advanced Code. By the end of this course you should be able to:• Compare the architecture of current Encompass to the Encompass NG Lending Platform• Evaluate hardware requirements • Use the Customization Reporting Tool• Assess how to handle plug-ins• Differentiate between the SDK and APIsPREREQUISITE — SIX MONTHS ENCOMPASS EXPERIENCE

Encompass 201: The Loan Workflow

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. By the end of this course you should be able to:• Understand the standard Encompass workflow• Know how that workflow is applied to each Encompass user persona• Understand how workflows apply to each stage of the loan process, from origination through funding

Effectively Originating Construction/Construction-to-Perm Loans in Encompass

Are you looking to start originating construction loans in Encompass? Or do you need insight into the most recent updates and processes? In this class, we will focus on the Encompass functionality needed to successfully originate and close construction and construction-to-perm loans in Encompass. We will review and demonstrate the newest construction management features in Encompass, provide an overview of the supported construction workflows, and what business processes are necessary. By the end of this course you should be able to:• Identify the three construction workflows supported by Encompass• Create a Construction Only loan and two types of Construction-to-Permanent loans in Encompass• Have an understanding and ability to evaluate the best workflow to use with the Construction products

your company offers• Interpret the configuration options available to Encompass Administrators for Construction loans

Descriptions Audience Skill Level

System Developers or System Administrators with listed prerequisites

Managers, System Administrators, and End Users

System Administrators

End Users

Pre-conference TrainingMonday, March 19 | Morning Classes 8AM-12PM

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Class also offered from 1:00pm-5:00pm — Are you ready for the upcoming HMDA changes? Find out how HMDA’s regulatory changes affect working with demographic information in Encompass. Through demonstrations, hands-on activities, and practice, the course will focus on admin settings, Encompass workflow changes, and the reporting process. By the end of this course you should be able to: • Summarize changes to HMDA • Explore the impact of Encompass Admin Settings on workflow • Implement changes to Encompass workflow to meet HMDA requirements • Use Encompass for HMDA reporting • Locate available resourcesPREREQUISITE — FAMILIARITY WITH ENCOMPASS, AND AWARENESS OF BASIC HMDA REQUIREMENTS. THE SESSION TARGETS

ALL ORGANIZATIONS IMPACTED BY HMDA.

Creating eLearning Training Modules

This session will review eLearning development tools used by Ellie Mae, and provide hands on practice with storyboarding, course creation, interaction development, adding audio and/or video, and assessment development. By the end of this course you should be able to:• Review eLearning tool options to determine the best tool for your needs • Examine the importance of design and storyboarding • Discuss eLearning best practices • Build a micro eLearning lesson, including an interaction and assessments using Articulate Storyline • Create a scene and an animated character using GoAnimate


System Administrators, LOs/Processors, Closers/Post-Closers, Managers, and Trainers

Training Coordinators, Compliance Managers, and System Administrators

Pre-conference TrainingMonday, March 19 | Morning Classes 8AM-12PM

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Pre-conference Training Monday, March 19 | Afternoon Classes 1PM-5PM

Creating and Customizing Input Forms in Encompass

Take basic custom input forms further. After a review of the Form Builder controls you’ll learn about event handlers, where you can add custom code to enhance your form, along with details about the macro interface. In addition, there will be a section devoted to the New Encompass Input Form Builder. By the end of this course you should be able to:• Review Input Form Builder controls• Identify and differentiate between events• Use custom event handler macros• Have a high-level understanding of Input Form Builder PREREQUISITE — BASIC INPUT FORM BUILDER KNOWLEDGE AND THE ABILITY TO CREATE SIMPLE FORMS

Encompass Developer Connect: Beyond the Basics

So you already know about REST, accessing the Encompass server, and simple loan manipulation. What's the next step? Learn more about customizing your Encompass environment using Encompass Developer Connect to perform more sophisticated standalone tasks that access a variety of Encompass entities, ordering services like Credit via APIs, and using webhooks to improve workflow. By the end of this course, you should be able to: • Describe Encompass Developer Connect basics• Review .NET Language Bindings to assist in application development• Manage eFolder attachments using Encompass Developer Connect• Use cursors to retrieve loans in the Pipeline• Automate your workflow using services and webhooksPREREQUISITE — ADVANCED KNOWLEDGE OF VISUAL STUDIO, REST APIS, AND OBJECT ORIENTED PROGRAMMING (PREFERABLY C#)

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. By the end of this course you should be able to: • Effectively manage business rules• Write efficient coding for complex business rules• Construct business rules with advanced coding• Differentiate field trigger use vs. field calculations• Troubleshoot business rule challenges• Assess business rules best practicesPREREQUISITE — FAMILIARITY WITH VB.NET




Developers or System Administrators that are also Developers with the practical experience described

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Pre-conference Training Monday, March 19 | Afternoon Classes 1PM-5PM

Encompass 301

Take your skills to the next level, and do more as a user in Encompass. This session will delve into the details around creating dashboard and pipeline views. By the end of this course you should be able to:• Input loan information using best practices• Utilize best practices when preparing Disclosures• Navigate the eFolder using best practices• Differentiate between Dashboards and Pipeline views in order to make smarter decisions when setting

user viewsPREREQUISITE — ENCOMPASS 201

Encompass Compliance Service

This course is aimed at new system administrators, processors, underwriters, and closer end users who have at least 6 months of end user experience in Encompass. In this program we will explore compliance settings, troubleshooting Know Before You Owe, and ATR/QM fails. By the end of this course you should be able to: • Understand the impact of Encompass Settings that pertain to the Compliance Report• Access the Compliance Report to understand the results and tools to help troubleshoot any issues• Troubleshoot the report results using the Resource Tools


Class also offered from 1:00pm-5:00pm — Are you ready for the upcoming HMDA changes? Find out how HMDA’s regulatory changes affect working with demographic information in Encompass. Through demonstrations, hands-on activities, and practice, the course will focus on admin settings, Encompass workflow changes, and the reporting process. By the end of this course you should be able to: • Summarize changes to HMDA • Explore the impact of Encompass Admin Settings on workflow• Implement changes to Encompass workflow to meet HMDA requirements • Use Encompass for HMDA reporting • Locate available resourcesPREREQUISITE — FAMILIARITY WITH ENCOMPASS, AND AWARENESS OF BASIC HMDA REQUIREMENTS. THE SESSION TARGETS

ALL ORGANIZATIONS IMPACTED BY HMDA.


End Users

End Users

System Administrators, LOs/Processors, Closers/Post-Closers, Managers, and Trainers

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Compliance Ready for the next round of regulatory updates? Sit down with top compliance/regulatory leaders — along with peer working groups — and learn effective strategies to prepare your company for new, game-changing regulations.

Sales & Marketing

Glean expertise from mortgage and marketing leaders and get insights for building effective marketing plans, expanding marketing effectiveness through all channels, and originating more loans in the digital age.

Solution Showcase

Get an up-close look at some of our most popular solutions and services and how you can use them to achieve maximum ROI and profitability.

Digital Mortgage

What’s your digital mortgage IQ? Explore the benefits of an all-in-one digital mortgage workflow and see how to lower costs, further automation, and leverage business intelligence and the next generation of Encompass to make smarter decisions.

Executive Hone in on visionary approaches for future-proofing your organization. Get detailed strategies and insights for originating more loans, lowering costs, and reducing time to close in a digital-mortgage landscape.

Best Practices & Networking

Hear from our Hall of Fame Award winners, nominees and other peers to see how they’ve applied innovative, best-practice solutions to make their businesses more efficient, compliant, and profitable. Sessions include case studies, Q&A, forums, and networking opportunities.

Developer

Get API and developer-focused techniques and strategies for customizing Encompass and innovating through the Encompass NG Lending Platform. Special focus paid to the next generation of Encompass and how to customize the solution to your unique business model.

Partners Exclusively for Ellie Mae Network Partners: Learn more about Ellie Mae’s roadmap and next-generation APIs and how to leverage this knowledge to gain better control over integrations with Encompass and our Connect family of solutions.

Conference Tracks REGISTER TODAY



HMDA in Focus: 2018 and BeyondChanges are already underway, with more coming through 2020. Learn how Encompass can help you be ready for these changes. • Get the latest info on new updates and receive clarification on existing requirements• Hear about specific parts of the rule worthy of a closer look and identify what you and your organization should be doing to prepare• Learn how Encompass and other solutions are supporting HMDA data collection and reporting requirements, and how to validate

your readiness in capturing and reporting data

RECOMMENDED FOR: COMPLIANCE OFFICERS/MANAGERS, MANAGEMENT, OPERATIONS MANAGERS, LOAN OFFICERS/PROCESSORS, ELLIE MAE PARTNERS

KBYO: What you Need to Know About 2018 Changes The CFPB has published 2017 KBYO Amendments and has also published a proposed rule that would allow creditors to use the Closing Disclosure (instead of the Loan Estimate) to determine good faith, regardless of when the Closing Disclosure is provided relative to consummation. In this session, you'll:• Learn about the latest on KBYO updates from Ellie Mae compliance experts• Learn how these new updates will impact your systems, operations, and procedures• Find out how Encompass will support KBYO updates


Product Compliance Town HallWalk away with answers to your most pressing compliance questions. • Discuss the current and future regulatory landscape with compliance and Ellie Mae product experts • Share your thoughts and concerns about upcoming regulatory changes• Learn about Encompass compliance support and share ideas and best practices with peers/industry leaders


GSE Updates: The Latest Insights Hear directly from GSE representatives and Ellie Mae experts about the latest in new requirements, how to leverage new solutions and best practices for greater success. • Gain insights into the latest URLA requirements and the latest on UCD• Hear compliance experts and regulators discuss new URLA fields and data• Learn how Encompass can help you manage these changes


Proactive Approaches to Examinations and Audits Knock, knock, it’s the CFPB. Are you ready? Get expert advice and be ready when the auditors drop by. • Gain insight and learn best practices for how to handle regulatory examinations and audits• Hear about the most-used questions and lines of inquiry• Learn how to leverage Ellie Mae technology to prepare for any eventuality


Compliance Peer Working GroupsCollaborate with compliance peers, share best practices, and get strategies for how to best implement these practices into your internal processes and workflow. Working group topics include:• HMDA• Uniform Set of Closing Instructions• KBYO• Policies and compliance management


1:30PM - 3:00PM

3:45PM - 5:15PM

Wednesday, March 21Time

10:45AM - 12:15PM

1:30PM - 3:00PM

3:45PM - 5:15PM

10:45AM - 12:15PM

Time Tuesday, March 20

Session Descriptions COMPLIANCE TRACK REGISTER TODAY



Innovative Strategies for a Successful Future Hear from industry thought leaders on how to best prepare your company for future success. • Learn how to prepare and develop your people, processes, and technology for the future• Get advice on how to evolve from a reactive to a proactive culture• Hear other C-level industry insiders detail how they’re preparing their shops to continue to drive value in the future

RECOMMENDED FOR: EXECUTIVES, BUSINESS MANAGEMENT, COMPLIANCE MANAGERS, ELLIE MAE PARTNERS, MORTGAGE INDUSTRY EXECUTIVES,

OPERATIONS MANAGERS

Lowering Your Cost of Origination Get real-world strategies for increasing efficiency, profitability, and cost savings. • Find out how to unearth and eliminate hidden costs• Explore proven approaches from your peers for achieving greater profits and peak efficiency• Learn how to accelerate ROI at all points in the loan process

RECOMMENDED FOR: EXECUTIVES/MANAGEMENT, DECISION MAKERS, OPERATIONS MANAGERS, COMPLIANCE MANAGERS, ELLIE MAE PARTNERS

New Approaches for More Effective Consumer Engagement Learn how to leverage the latest trends and technology tools to deliver the American Dream of homeownership faster.• Discover why borrowers are increasingly seeking out lenders that provide a mix of high-tech service and human-touch support• Explore how the digital mortgage is changing the role of loan officers in your organization• Learn best practices for engaging consumers across multiple channels

RECOMMENDED FOR: EXECUTIVES/MANAGEMENT, DECISION MAKERS, OPERATIONS MANAGERS, COMPLIANCE MANAGERS, ELLIE MAE PARTNERS

1:30PM - 3:00PM

3:45PM - 5:15PM

10:45AM - 12:15PM


Session Descriptions EXECUTIVE TRACK REGISTER TODAY



Lowering Front-End Customer Acquisition CostsFind out how to implement and leverage a fully digital front-end process to bring in more business at a lower cost. • See how to use better marketing automation to streamline workflow and capture/convert more leads• Explore best practices for providing borrowers with a high-tech, human-touch service that gives you a competitive edge• Discuss potential gains to be made via Velocify, Encompass CRM, Encompass Consumer Connect, Encompass Loan Officer Connect, and

Encompass Product & Pricing Service

RECOMMENDED FOR: BUSINESS MANAGEMENT, CLOSERS & FUNDERS, COMPLIANCE MANAGERS, ELLIE MAE PARTNERS, LOAN OFFICERS & PROCESSORS, LOCK

DESK STAFF, MARKETING MANAGERS, MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS MANAGERS, SALES TEAM, SECONDARY MARKET MANAGERS, SYSTEM

ADMINISTRATORS, TRAINING/EDUCATION/HR DIRECTORS AND MANAGERS, UNDERWRITERS

Increasing Productivity Through Enhanced Process AutomationFind out how to enhance your process and improve workflow efficiencies through greater automation. GSE representative will be on hand to share solutions that can help improve efficiencies.• See how to configure Encompass for greater workflow automation • Learn how automated service ordering can positively impact loan quality• Get new best practices for digital underwriting workflows and practices

RECOMMENDED FOR: BUSINESS MANAGEMENT, CLOSERS & FUNDERS, COMPLIANCE MANAGERS, DEVELOPERS, ELLIE MAE PARTNERS, LOAN OFFICERS &

PROCESSORS, LOCK DESK STAFF, MARKETING MANAGERS, MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS MANAGERS, SALES TEAM, SECONDARY MARKET

MANAGERS, SYSTEM ADMINISTRATORS, TECHNOLOGISTS, TRAINING/EDUCATION/HR DIRECTORS AND MANAGERS, UNDERWRITERS

Digital eClosings: Current Trends and Effective TacticsLearn from industry eClosing experts and peers how to best implement a digital workflow to close loans faster. • Learn how to leverage automation so you can hit the closing table with confidence every time • Review best practices for automating the eClosing process• Explore how the newest eSigning functionality in Encompass can help take the pain out of the closing process for borrowers




1:30PM - 3:00PM

3:45PM - 5:15PM

10:45AM - 12:15PM


Session Descriptions DIGITAL MORTGAGE TRACK REGISTER TODAY



Getting Loans Purchased Faster Through Secondary Marketing and Digital Delivery Learn how to eliminate antiquated manual processes, ensure accuracy, and improve profit margins. • Get secondary marketing insights to help you maximize your trade efforts and gain access to top investors• See why more lenders are utilizing digital delivery to minimize risk and ensure document and data security• Explore best practices to speed investor delivery and purchase, and make audit prep easier




Business Perspective: Encompass and Digital Mortgage Roadmap Get insights into the future of the digital mortgage and how Encompass will deliver on the promise of a fully-automated workflow.• Discover how Ellie Mae is pioneering a fully digital mortgage to help your company originate more loans, lower costs, and reduce

time to close• Explore Encompass current solution availability and future functionality• Get a full business view into the Encompass roadmap and upcoming innovations




Making Smarter Business Decisions Through Better Data AnalyticsLearn how to access and leverage vast amounts of loan data to significantly improve workflow and drive intelligent business decisions.• See how Encompass Data Connect leverages cloud, big data, and streaming-data infrastructure for greater insights• Hear from your peers about use cases for reducing the effort and costs associated with infrastructure required to access data• Get details on the increasing role of machine learning in the mortgage industry




1:30PM - 3:00PM

3:45PM - 5:15PM

10:45AM - 12:15PM

Time Wednesday, March 21

Session Descriptions DIGITAL MORTGAGE TRACK REGISTER TODAY



Hall of Fame: Focus on Compliance Automation Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Excellence in Compliance Automation discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:• Open Q&A• Peer discussion• Networking opportunities




Hall of Fame: Focus on Efficiency and ROI Session also offered on Wednesday, March 21 from 1:30pm-3:00pm — Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Outstanding Efficiency and ROI discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:• Open Q&A • Peer discussion• Networking opportunities




Hall of Fame: Focus on Business Growth Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Exceptional Excellence in Business Growth discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:• Open Q&A• Peer discussion• Networking opportunities




1:30PM - 3:00PM

3:45PM - 5:15PM

10:45AM - 12:15PM


Session Descriptions BEST PRACTICES & NETWORKING TRACK REGISTER TODAY



Encompass Innovation Challenge in Focus Join us as our Encompass Innovation Challenge winners and participants discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features: • Open Q&A• Peer discussion• Networking opportunitiesRECOMMENDED FOR: BUSINESS MANAGEMENT, CLOSERS & FUNDERS, COMPLIANCE MANAGERS, DEVELOPERS, ELLIE MAE PARTNERS, LOAN OFFICERS &



Hall of Fame: Focus on Efficiency and ROI Session also offered on Tuesday, March 20 from 1:30pm-3:00pm — Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Outstanding Efficiency in ROI discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:• Open Q&A• Peer discussion• Networking opportunitiesRECOMMENDED FOR: BUSINESS MANAGEMENT, CLOSERS & FUNDERS, COMPLIANCE MANAGERS, DEVELOPERS, ELLIE MAE PARTNERS, LOAN OFFICERS &



Hall of Fame: Focus on Digital Mortgage Excellence Join us as our 2018 Ellie Mae Hall of Fame Award winners and finalists for Digital Mortgage Excellence discuss how they’ve used Ellie Mae technology to achieve greater success. Session also features:• Open Q&A• Peer discussion• Networking opportunitiesRECOMMENDED FOR: BUSINESS MANAGEMENT, CLOSERS & FUNDERS, COMPLIANCE MANAGERS, DEVELOPERS, ELLIE MAE PARTNERS, LOAN OFFICERS &



1:30PM - 3:00PM

3:45PM - 5:15PM

10:45AM - 12:15PM


Session Descriptions BEST PRACTICES & NETWORKING TRACK REGISTER TODAY



Roadmap: Harnessing the Power of Encompass for Today and Tomorrow Get an essential walk through of Encompass technology from Ellie Mae leaders and product experts.• Learn what’s coming in the next generation of Encompass to help you increase automation and profitability• Explore Encompass current functionality• Get a full view into the Encompass technology roadmap and upcoming innovations


PROCESSORS, MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS MANAGERS, SALES TEAM, SECONDARY MARKET MANAGERS, SYSTEM ADMINISTRATORS,

TECHNOLOGISTS, UNDERWRITERS

Migrating from the Encompass SDK to APIs, Part 1 Take the next steps to unlocking greater innovation and success for your company.• Learn about the currently available APIs and Ellie Mae’s API roadmap• Get critical timeline/milestone tips and details from Ellie Mae technology leaders• Learn how to best migrate from the SDK to APIs in order to innovate even fasterRECOMMENDED FOR: DEVELOPERS, ELLIE MAE PARTNERS, SYSTEM ADMINISTRATORS, TECHNOLOGISTS

Migrating from the Encompass SDK to APIs, Part 2 Get the game plan for leveraging APIs to customize innovative solutions and streamline your lending workflow.• Hear from peers who are successfully using APIs today• Understand best practices for using APIs• Learn how to get started using APIs to integrate, automate and innovateRECOMMENDED FOR: DEVELOPERS, ELLIE MAE PARTNERS, SYSTEM ADMINISTRATORS, TECHNOLOGISTS

1:30PM - 3:00PM

3:45PM - 5:15PM

Tuesday, March 20Time

10:45AM - 12:15PM

Session Descriptions DEVELOPER TRACK REGISTER TODAY

Technical Perspective: Better Business Analytics Learn the technical aspects of accessing vast amounts of lender data to better leverage analytics.• Get a behind-the-scenes look at the first data platform built to manage your loan data in one place• See how to effectively navigate and leverage data for better analytics• Explore the technical aspects of Ellie Mae’s data and business analytics solutions roadmapRECOMMENDED FOR: DEVELOPERS, ELLIE MAE PARTNERS, SYSTEM ADMINISTRATORS, TECHNOLOGISTS

Customizing the User Experience in Encompass See how you can customize Encompass to deliver a more connected, user-friendly experience across all channels.• Get an overview of the newest Encompass Input Form Builder capabilities • Learn how to use it to create custom forms in integrated Encompass solutions that are available today• Understand the skills you need to leverage this new toolRECOMMENDED FOR: DEVELOPERS, ELLIE MAE PARTNERS, SYSTEM ADMINISTRATORS, TECHNOLOGISTS

Taking Business Rule Automation to the Next Level Learn how to originate faster by automating time-consuming, error-prone data entry using Encompass Dynamic Data Management.• See how Encompass Dynamic Data Management helps reduce origination time and cost• Learn how you can use the solution to automate key business rules• Hear from a lender using Encompass Dynamic Data Management to automatically populate lender feesRECOMMENDED FOR: DEVELOPERS, ELLIE MAE PARTNERS, SYSTEM ADMINISTRATORS, TECHNOLOGISTS

1:30PM - 3:00PM

3:45PM - 5:15PM


10:45AM - 12:15PM



Driving a Greater Return on Your Digital Marketing Strategy Get essential digital marketing insights in this workshop led by Eric Cook, digital marketing strategist from WSI Digital Marketing Services, and Steve Gottschalk, director of digital marketing for Ellie Mae.• Learn how to build a more effective marketing plan and leverage digital marketing tools• Discover how to establish a better marketing brand strategy to increase awareness • Get new best practices for improving your website, SEO, and social media, along with measuring effectiveness




Successful Approaches to Channel Expansion Hear how some of your most successful peers are leveraging Ellie Mae technology to expand into other channels and grow their business opportunities.• Explore emerging trends and best practices for expanding into wholesale and correspondent channels• See how the latest Encompass enhancements can support and speed business expansion• Get a preview of what features Encompass includes today and what is coming to support these business channels




Lender Panel: Engage Your Audience to Close More Loans Hear how some of your most successful peers are using digital marketing tactics to bring in more business. • Review successful digital marketing campaigns and strategies• Get insights into effective lead-generation techniques and how to increase conversion rates• Explore how Encompass CRM can streamline and automate your marketing to gain more business and close more loans




1:30PM - 3:00PM

3:45PM - 5:15PM

10:45AM - 12:15PM


Session Descriptions SALES & MARKETING TRACK REGISTER TODAY



Session Descriptions PARTNERS TRACK

Maximizing Your Ellie Mae Partnership to Increase Adoption Get best-practice insights for growing your business through your partnership with Ellie Mae. • Explore new strategies for driving adoption and growing business• Learn more about our new Partner Success Program and how it can benefit your business• Get key insights into what our lender clients look for when choosing which Ellie Mae partner is best for their business

RECOMMENDED FOR: ELLIE MAE NETWORK PARTNERS


10:45AM - 12:15PM

10:45AM - 12:15PM


REGISTER TODAY

Next-Generation Integrations Get best-practice insight and answers to your questions about how to grow your business through your partnership and our next-generation partner integrations.• Explore strategies for using our next-generation APIs to extend capabilities and gain better control over your integration• Preview our API roadmap and new Encompass Partner Connect solution• Find out how to leverage your integration with our Connect family of solutions to increase ROI RECOMMENDED FOR: TECHNOLOGISTS, DEVELOPERS, SYSTEM ADMINISTRATORS, IT MANAGERS, OPERATIONS MANAGERS, ELLIE MAE PARTNERS



Session DescriptionsSOLUTION SHOWCASE TRACK

Encompass TPO ConnectJoin us for a session on Encompass TPO Connect to learn how you can use it to maximize wholesale and correspondent lending. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts

RECOMMENDED FOR: BUSINESS MANAGEMENT, ELLIE MAE PARTNERS, LOAN OFFICERS & PROCESSORS, LOCK DESK STAFF, MORTGAGE INDUSTRY EXECUTIVES,

OPERATIONS MANAGERS, SALES TEAM, SECONDARY MARKET MANAGERS, SYSTEM ADMINISTRATORS, UNDERWRITERS

Professional Services: Maximize your Encompass Investment Learn how Ellie Mae's Professional Services team can help you maximize your Encompass investment with tailored consulting services. Also, hear about our Health Check Assessment and specific support offerings such for mergers and acquisition planning and new business initiatves. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts




AllRegs Education ManagerGet an up-close look on how to administer employee education from Encompass using our AllRegs Education Manager. Learn how you can use the solution to keep your team current, compliant, and at the top of their game.• Solution overview• Open Q&A• Face time with Ellie Mae experts




Encompass Consumer ConnectHear from lenders that are leveraging Encompass Consumer Connect and see how the solution has impacted their businesses by providing a next-generation online experience for borrowers. Session includes: • Solution overview• Customer stories

RECOMMENDED FOR: BUSINESS MANAGEMENT, COMPLIANCE MANAGERS, DEVELOPERS, ELLIE MAE PARTNERS, LOAN OFFICERS & PROCESSORS, MARKETING

MANAGERS, MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS MANAGERS, SALES TEAM, SYSTEM ADMINISTRATORS

Customer Success: Technical Service Offerings Learn how our Virtual Admin, Managed Success Plan, and Tech Pulse services can maximize the ROI and performance of your Encompass investment. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts




2:15PM - 2:45PM


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3:00PM - 3:30PM

11:00AM - 11:30AM

1:30PM - 2:00PM

11:45AM - 12:15PM



Session Descriptions SOLUTION SHOWCASE TRACK

Incorporating AllRegs Online Into Your Encompass Workflow Imagine having access to your proprietary guidelines and policies dynamically from Encompass. Learn how you can streamline your Encompass process and operations to increase efficiency by incorporating AllRegs Online, the industry standard for guidelines, research, and compliance reference tools. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts




4:30PM - 5:00PM


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Enabling User Success Through Encompass EducationDiscover how investing in Encompass Education enables your business to become more efficient and empowered. This session will focus on administrator and end user training, as well as Encompass Persona Based Workflows to help reduce your need for Ellie Mae technical support while increasing administrator effectiveness. With Encompass Persona-Based Workflows, you can provide the go-to tool for your end users to increase their confidence and efficiency while setting them, and you, up for greater success. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts




Leveraging the Ellie Mae Total Quality Loan Program: A Partner’s Perspective Hear how one Ellie Mae partner leverages the Ellie Mae Total Quality Loan Program. They will share lessons that can be applied to any integration and a demo of the leveraged functionality. Session includes: • Solution overview

RECOMMENDED FOR: BUSINESS MANAGEMENT, COMPLIANCE MANAGERS, MARKETING MANAGERS, MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS

MANAGERS, SECONDARY MARKET MANAGERS, SYSTEM ADMINISTRATORS


11:00AM - 11:30AM

11:45AM - 12:15PM



Session DescriptionsSOLUTION SHOWCASE TRACK

Encompass Loan Officer ConnectGet an up-close look at Encompass Loan Officer Connect, and see how you can use it to originate and edit loans from any device and improve customer service. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts




Customer Success: Enterprise Technical SupportLearn how our Enterprise Technical Support can help you stay one step ahead with personalized, proactive, and strategic support that helps drive your organization's success. Session includes: • Overview• Open Q&A• Face time with Ellie Mae experts

RECOMMENDED FOR: BUSINESS MANAGEMENT, COMPLIANCE MANAGERS, MARKETING MANAGERS, MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS

MANAGERS, SYSTEM ADMINISTRATORS

Encompass Data & Docs SolutionGet an up-close look at our Encompass Data & Docs Solution and see how our system-to-system workflow in Encompass directly connects you with investors to ensure you send accurate, compliant, and tamper-proof loan data and documents on every loan. Session includes: • Solution overview and demonstration• Open Q&A• Face time with Ellie Mae experts

RECOMMENDED FOR: BUSINESS MANAGEMENT, CLOSERS & FUNDERS, COMPLIANCE MANAGERS, LOAN OFFICERS & PROCESSORS, LOCK DESK STAFF,

MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS MANAGERS, SALES TEAM, SECONDARY MARKET MANAGERS, SYSTEM ADMINISTRATORS, UNDERWRITERS

Encompass Product & Pricing Service: Custom Program Management Learn how the Custom Program Management feature within Encompass Product & Pricing Service will allow you take control of your loan products and pricing in a whole new way. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts




New Features of the Ellie Mae Total Quality Loan ProgramLearn how to increase efficiencies with new automated workflows and drive higher quality loans within the Ellie Mae Total Quality Loan (TQL) Program. Session includes: • Solution overview• Open Q&A• Face time with Ellie Mae experts

RECOMMENDED FOR: BUSINESS MANAGEMENT, COMPLIANCE MANAGERS, ELLIE MAE PARTNERS, LOAN OFFICERS & PROCESSORS, LOCK DESK STAFF,

MORTGAGE INDUSTRY EXECUTIVES, OPERATIONS MANAGERS, SECONDARY MARKET MANAGERS, SYSTEM ADMINISTRATORS, UNDERWRITERS

3:45PM - 4:15PM


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4:30PM - 5:00PM

1:30PM - 2:00PM

3:00PM - 3:30PM

2:15PM - 2:45PM



Networking & Events REGISTER TODAY

Welcome Reception Start Experience 2018 off right — grab a cocktail and some delicious appetizers while enjoying some great conversation with your peers.

Ellie Mae Cares Build-a-Buddy Every day at Experience attendees are invited to design and decorate super hero capes and masks for children who are sick, hospitalized, or who live in a shelter or foster home. Each volunteer will be able to write a special note or story to the child, which will be included with the cape and mask and distributed through local channels.

Experience Party You’re on the list. Wrap up a great first day of Experience with food, cocktails, dancing — even Cirque du Soleil performers — at one of the hottest spots on the Strip. Bring your business cards, because this is how networking should be.

Closing Reception Raise a toast to three great days of innovative solutions, compelling insights, and education. What better way to end the conference than with food, drinks, and the company of your fellow Experience visionaries.

Ellie Mae Classic Golf Challenge Love golf? Stop by our golf simulator to have your swing analyzed or tee it up against a PGA Web.com TOUR pro and your fellow attendees for a chance to win a great prize.

Tiny Home Tour Tour the home from the Tiny SMART House Company featured in our Dream Big Win Tiny Sweepstakes. Eco-friendlier, surprisingly comfortable, and undeniably cool, these homes are growing in popularity for their use as a main residence, guest quarters, or extra living space.



Keynote Speakers

Jonathan Corr, President & CEO, Ellie Mae

Jonathan has served as chief executive officer since February 2015, and president since February 2013. Jonathan has also served as a member of Ellie Mae’s Board of Directors since February 2015. Previously, he served as chief operating officer from November 2011 to February 2015, executive vice president and chief strategy officer from November 2009 to November 2011, chief strategy officer from August 2005 to November 2009, and as senior vice president of Product Management from October 2002 to August 2005.

Jonas Moe, SVP, Market Strategy, Ellie Mae

Jonas Moe is senior vice president of market strategy for Ellie Mae, and has focused on growing the company as a technology innovator and leader through the Encompass all-in-one mortgage loan processing solution. Over the course of a 13-year career, Jonas has spearheaded initiatives that have helped lenders gain efficiency and stay compliant. He’s been instrumental in making Encompass the leading mortgage origination software solution, and has also led the philanthropic efforts of EllieCares, which include fundraising, recruiting volunteers, and committing more than $1 million a year to various charities and community service organizations.

Cathleen Schreiner Gates, EVP, Sales & Marketing, Ellie Mae

Cathleen has served as our executive vice president of Sales and Marketing since March 2015, overseeing all sales, marketing, client management, professional services, and customer support and training. Previously, she served as our senior vice president of sales and client services from February 2012 to March 2015. From January 2010 to December 2011 Cathleen served as senior vice president of sales and client services for Bersin & Associates, and from October 2008 to December 2010 she served as vice president of sales, business development, and client success for Clickability, Inc.

Joe Tyrrell, EVP, Corporate Strategy, Ellie Mae

Joe has served as executive vice president of Corporate Strategy since March 2015, overseeing our product strategy, product management, and our business and corporate development efforts involving our network of current and potential business partners and merger and acquisition strategies. He has been with Ellie Mae since 2002, and previously held the positions of senior vice president of corporate strategy from May 2014 to March 2015 and senior vice president of client management and business development from August 2013 to March 2014. Prior to joining Ellie Mae, Joe served as vice president for Providian Financial in addition to other executive positions within the mortgage industry.

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Keynote Speakers

General Stanley A. McChrystal, Former Commander of U.S. and International Forces in Afghanistan

A one-of-a-kind commander with a remarkable record of achievement, General Stan McChrystal is widely praised for creating a revolution in warfare that fused intelligence and operations. He is also known for developing and implementing the counter-insurgency strategy in Afghanistan and for creating a comprehensive counter-terrorism organization that revolutionized the way military agencies interact and operate. He is also the author of the best-selling leadership books, My Share of the Task: A Memoir and Team of Teams: New Rules of Engagement for a Complex World. McChrystal, a former Green Beret, is known for his candor, innovative leadership, and going the distance.

Amy Purdy, 2014 Paralympic Bronze Medalist

Amy Purdy lost her legs to bacterial meningitis when she was only 19. Originally given less than a 2% chance of survival, she beat her odds, battled depression, and rose to accept her new reality – but not any limitations. Today, she is the top-ranked adaptive snowboarder in the U.S., a three-time World Cup Para-Snowboard winner, the 2014 Paralympic bronze medalist, and the author of New York Times best-seller On My Own Two Feet. Through poignant and powerful stories, she shows audiences how to use our challenges to push past our limits and live a life without barriers.

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Women in Leadership Networking Event

How can an average businesswoman and mom outperform US Navy Seals? Here’s how: through grit, determination,

and resilience. Yvonne Camus is one of the world’s most trusted speakers on teamwork and perseverance. On stage,

she’s shown hundreds of organizations how ordinary people can achieve extraordinary things. Deeply relatable,

Camus interweaves her personal experiences into revelatory keynotes.

Yvonne Camus is an astoundingly assured speaker on grit, resilience, perseverance, and the character traits we need

to achieve incredible success over the long haul. The hundreds of standing ovations she has collected testify to her

enthusiasm for work, life, and connecting with audiences. Camus was a participant in the Eco-Challenge, the world

championship of adventure racing conceived by Mark Burnett of Survivor fame. (Hers was the first rookie team to

complete the grueling competition.) Punchy, deeply moving, and often humorous, Camus draws on her experiences

to show you how to rise to the challenges of training, preparation, and execution. In the process, she helps you

to see—and to realize—the potential for grit and greatness in yourself, in your co-workers, and in your entire

organization.

Camus serves as the COO of the fitness club World Health, where she oversees more than 600 employees. She also

works with World Health’s sister companies, Orange Theory Fitness (with over 400 franchised locations, globally)

and Fresh Fit Foods, which offers fresh, healthy, pre-made meals to clients exercising at World Health and Orange

Theory gyms).

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FEATURED SPEAKER YVONNE CAMUSCOO, World Health and Ecochallenge Adventure Racer

Seating is limited.

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Agenda at a Glance - Experience18 · PDF fileWynn Las Vegas | March 19-21, 2018 1 Morning...

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