agenda at a glance...enhancing your front-end experience with velocify by ellie mae and encompass...

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



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

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http://experience.elliemae.com

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REGISTER TODAYAgenda at a Glance Monday, March 1112:00 PM - 1:00 PM Certificate Workshops Lunch

Pre-Conference Training Lunch

1:00 PM - 5:00 PM Afternoon Pre-Conference Training

Enforcing Best Practices/Processes with Expert Business Rules

Encompass Developer Connect: Beyond the Basics

Enhancing Your Front-End Experience with Velocify by Ellie Mae and Encompass Consumer Connect

Ellie Mae Network Services: A Digital Advantage

Encompass 301 Thriving as an Encompass Administrator


Encompass 201

5:00 PM - 7:00 PM Welcome Reception


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REGISTER TODAYAgenda at a Glance Tuesday, March 12

6:30 AM - 7:00 PM Registration / Information Desk Open 6:30am - 7pm

Breakfast 7am - 8am

Exhibit Hall Open/Ellie Mae Cares Activity 7am - 8am, 10am - 7pm

8:00 AM - 10:00 AM General Session

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 Eric Connors SVP, Product Strategy & Management, Ellie Mae

10:00 AM - 10:45 AM Break

10:45 AM - 11:45 AM Breakout Sessions

Leadership in Compliance: Developing a Culture of Compliance

URLA Reveal – Part 1

Encompass Dynamic Data Management – Part 1

The Future of The Secondary Market

Connectivity Optimization for Improved Encompass Performance

Creating a Borrower-First Experience for Unprecedented Success

Ellie Mae Marketplace

The Data Layer That Drives Informed Decisions

Workshop for Business Leaders: What KPI's Don't Tell You

Developer Roadmap

11:45 AM - 1:00 PM Lunch

1:00 PM - 2:00 PM Breakout Sessions

Compliance Testing & Implementation

URLA Reveal – Part 2

Encompass Dynamic Data Management – Part 2

Is Buying Leads Really Worth the Cost?

Leveraging Cloud Providers for Increased Efficiency

5 Key Tips to Effective Customer Relationship Building

Encompass Partner Connect for Ellie Mae Network

Developer Summit General Session Keynote (Data & Analytics): Robbie Bach

Workshop for Business Leaders: Getting Insights into Your Business

Developer Summit General Session Keynote (Platform Development): Robbie Bach

2:00 PM - 2:30 PM Break

KEY: Business Compliance Digital Mortgage System Admin Cybersecurity Executive Focus Cloud Enablement

Consumer Engagement Partner Success Data & Analytics Data Intelligence Platform Development





REGISTER TODAYAgenda at a Glance Tuesday, March 12


Compliance Trends in the Digital Mortgage World

Removing Barriers Between Loan Officers and Borrowers

Business Rule Management Best Practices

2019 Housing Outlook

Ellie Mae's Cloud Infrastructure Roadmap

Part 1 – See It in Action: Consumer Engagement Suite from Beginning to End

Ellie Mae Network API Workshop

Predictive Analytics Workshop for Business Leaders: From Buzz to Business Value

Leveraging APIs to Drive Operational Efficiencies

3:30 PM - 4:00 PM Break


When Is Communication an Advertisement?

The Right Loan Scenario for the Right Borrower

Translating Business Requirements into Business Rules

What Does My Own Big Data Tell Me?

Encompass Lending Platform Under the Hood

Fireside Chat & Cocktails

Developer API Workshop

Data Intelligence Building Your Own Encompass Loan Officer Experience

5:00 PM - 7:00 PM Client Appreciation Reception







REGISTER TODAYAgenda at a Glance Wednesday, March 13

6:30A M - 4:00 PM Registration Open 6:30am - 4pm

Breakfast 7am - 8am

Exhibit Hall Open/Ellie Mae Cares Activity 7am - 8am, 10am - 4pm

8:00 AM - 10:00 AM General Session

KEYNOTE Simon Sinek Optimist and Best-Selling Author

KEYNOTE Joe Tyrrell EVP, Corporate Strategy, Ellie Mae

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

10:00 0AM - 10:45 AM Break

10:45 AM - 11:45 AM Breakout Sessions

Improve Loan Quality with AllRegs Online

How Lenders Can Capitalize on the Rising Demand for HELOCs

Customizing the Loan Officer Experience

Creating a Culture of Security

Optimizing the Partner Ecosystem

Ellie Mae Product Updates

Workshop: Building a Robust Data Platform

Innovating with APIs

11:45 AM - 1:00 PM Lunch

11:45 AM - 1:00 PM Executive Women's Luncheon; Gretchen Rubin, Author of the #1 National Best Seller, The Happiness Project


Demystifying Publishing

Drive Automation to Reduce Processing Time

Automated Service Ordering with Encompass Loan Officer Connect

Encompass Security Best Practices

Part 2 - See It in Action: Consumer Engagement Suite from Beginning to End

Developer Summit General Session Keynote - (Data & Analytics)

Developer Summit General Session Keynote - (Platform Development)

2:00 PM - 2:30 PM Break







REGISTER TODAYAgenda at a Glance Wednesday, March 13


The Future of Ability to Repay and Non-Qualified Mortgage Lending

Expansion into Wholesale and Correspondent Channels

Configuring Encompass Consumer Connect

Email Security & Phishing

Encompass Consumer Connect – A Lender’s Story

Workshop: Designing & Selecting the Optimal Analytics Solution/Incorporating AI & Machine Learning

Current Development Trends

3:30 PM - 4:00 PM Break


Effective Organizational Compliance Training

Controlling Costs with eClosing Functionality

Developing on Encompass

Security with the Connect Family of Products

Ask the Experts: Tips & Tricks

Workshop: Putting It All Together to Power Executive Dashboards

Extensions and Plugins in the Next Generation of Encompass

5:00 PM Conference Concludes







REGISTER TODAYCertificate WorkshopsSunday, March 10 & Monday, March 11

Descriptions Audience Skill Level


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


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.

B I A






REGISTER TODAYPre-conference TrainingMonday, March 11 | Morning Classes 8AM - 12PM



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.


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.


This course is designed for Processors, Closers, Encompass Administrators, Underwriters, Managers and Compliance Personnel

B I A






REGISTER TODAYPre-conference TrainingMonday, March 11 | Morning Classes 8AM - 12PM


Encompass 101

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.


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.


End users B I A






REGISTER TODAYPre-conference TrainingMonday, March 11 | Afternoon Classes 1PM - 5PM


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.

PREREQUISITE — INTERMEDIATE

Managers, Project Managers, Admins, Decision Makers

B I A






REGISTER TODAYPre-conference TrainingMonday, March 11 | Afternoon Classes 1PM - 5PM


Encompass 301

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.


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


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.


End users B I A






REGISTER TODAYConference Tracks

Business Compliance & AllRegs

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.

REGISTER TODAY





REGISTER TODAYSession DescriptionsBusiness Compliance & AllRegs

Time Tuesday, March 12

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.

1:00 PM - 2:00 PM Compliance Testing & Implementation

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


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


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.

RECOMMENDED FOR: WHOLESALE LENDERS, CORRESPONDENT INVESTORS, ENCOMPASS TPO CONNECT CUSTOMERS

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





REGISTER TODAYSession DescriptionsSystem Admin Essentials


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.


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.


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.



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.


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.


2:30 PM - 3:30 PM Configuring Encompass Consumer Connect

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.


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.






REGISTER TODAYSession DescriptionsBest Practices in Cybersecurity


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 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

2:30 PM - 3:30 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.


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 Loan Officer Connect, Encompass Developer Connect, and more. Learn how to stay safe with the latest measures, including certificate-based authentication, two-factor authorization, federation, and many others.






REGISTER TODAYSession DescriptionsExecutive Focus


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.


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.


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.






REGISTER TODAYSession DescriptionsCloud Enablement


10:45 AM - 11:45 AM Improve Encompass Performance with Connectivity Optimization

Learn how to leverage Amazon Web Services (AWS) and/or Microsoft Azure client 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

1:00 PM - 2:00 PM Leveraging Cloud Providers for Increased Efficiency

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.


2:30 PM - 3:30 PM Ellie Mae's Cloud Journey

Join Ellie Mae sharing 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.


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.






REGISTER TODAYSession DescriptionsConsumer Engagement


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.



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.


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.


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.






REGISTER TODAYSession DescriptionsEllie Mae Partner Success


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


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.

RECOMMENDED FOR: DEVELOPER PARTNERS





REGISTER TODAYSession DescriptionsData & Analytics (Developer Summit)


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

1:00 PM - 2:00 PM Developer Summit General Session Keynote: Robbie Bach

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.


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.



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.


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.]


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.]






REGISTER TODAYSession DescriptionsData Intelligence for Leaders


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)


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.

1:00 PM - 2:00 PM Developer Summit General Session Keynote: Robbie Bach

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 Leveraging APIs to Drive Operational Efficiencies

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.


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.





REGISTER TODAYKeynote 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.

Eric Connors, SVP, Product Strategy and Management, Ellie Mae

Eric joined Ellie Mae in April 2018 as senior vice president of product strategy and management. He is responsible for leading the

overall product strategy for our Encompass digital mortgage solution, the Encompass Lending Platform, and related products,

including the Encompass Connect suite of solutions. Prior to joining Ellie Mae, Eric led CoreLogic's credit business as its general

manager. He has also held executive and management positions at Yodlee, Oracle, and PeopleSoft. He holds a BA in Science from

Pennsylvania State University and an MBA from The Warton School at the University of Pennsylvania.





REGISTER TODAYKeynote Speakers

Simon Sinek, Optimst and Best-Selling Author

Simon Sinek is an unshakable optimist. He believes in a bright future and our ability to build it together.

Described as “a visionary thinker with a rare intellect,” Sinek teaches leaders and organizations how to inspire people. With a bold goal

to help build a world in which the vast majority of people go home every day feeling fulfilled by their work, Sinek is leading a

movement to inspire people to do the things that inspire them.

Sinek is the author of four best-selling books, and has three more books pending.

Robbie Bach, Former Chief Xbox Officer, Microsoft

Robbie Bach joined Microsoft in 1988 and over the next 22 years worked in various marketing, general management and business

leadership roles. Beginning in 1999, as Chief Xbox Officer, he led the creation and development of the highly successful Xbox video

game business. Now in his new role as a “Civic Engineer,” Robbie believes we all have a responsibility to engage on civic issues and

dedicates his time and energy to providing strategies, creative ideas, and consulting to organizations that are driving positive change

in our communities. He speaks to corporate, academic and civic groups across the country and in 2015 completed his first book, Xbox

Revisited: A Game Plan for Corporate and Civic Renewal.





REGISTER TODAYExecutive Women's Luncheon

Featured Speaker Gretchen RubinAuthor of the #1 National Bestseller, The Happiness Project

Gretchen Rubin is one of today’s most influential and thought-provoking observers of happiness and human nature.

She’s known for her ability to distill and convey complex ideas with humor and clarity, in a way that’s accessible to

a wide audience.

She’s the author of many books, including the blockbuster New York Times bestsellers The Four Tendencies, Better

Than Before, and The Happiness Project. She has an enormous readership, both in print and online, and her books

have sold almost 3 million copies worldwide, in more than 30 languages. (The Happiness Project spent two

years on the bestseller list.)

On her top-ranking, award-winning podcast “Happier with Gretchen Rubin,” she discusses happiness and good habits

with her sister, Elizabeth Craft. She’s been interviewed by Oprah, eaten dinner with Daniel Kahneman, walked arm-in-

arm with the Dalai Lama, had her work written up in a medical journal, and been an answer on the game show Jeopardy!

Gretchen Rubin started her career in law and was clerking for Supreme Court Justice Sandra Day O’Connor when she

realized she wanted to be a writer. Raised in Kansas City, she lives in New York City with her husband; they have two

daughters (a college freshman and a seventh-grader).

SPECIALINVITE



agenda at a glance...enhancing your front-end experience with velocify by ellie mae and encompass...

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