Take the smarter road to organizational compliance

AllRegs by Ellie Mae’s Policy & Education Manager is a comprehensive learning and content management system that will help keep your employees compliant with current regulations, agency guidelines and your organization’s best practices.

Set up the In-house Education you need

  • Ensure compliance on an organizational level
  • Keep employees educated and informed
  • Automate and track employee learning
  • Stay current with agency guidelines
  • Make sure employees follow specific best practices

Easily control, customize and manage education from one dashboard

  • Create and manage user accounts
  • Design specific learning paths based on role, topic or function
  • Develop assessments to track comprehension and course completions

Trust the technology that’s trusted by leading lenders

AllRegs by Ellie Mae’s Policy & Education Manager gives you access to:

  • Policy & Procedure Manuals with Knowledge Check
  • AllRegs Education Package
  • Continuing Education Library
  • Custom-branded Education Management Portal
  • Policy & Education Consultant

Two options for total compliance

Essentials Package

Provides education and verification for mortgage-related Federal Consumer Financial Laws and regulations outlined in the CFPB Examination Guide. The Essentials Package includes:

Essentials Learning Library

Leverage a subset of the AllRegs by Ellie Mae Education Program, supporting the mortgage-related topics listed in the CFPB Examination Guide.

NMLS-approved Continuing Education

Available for individual purchase online.

Essentials Policy Manual & Procedure Templates Library

Customize with your company name, logo and shared copyright notice. Track employee progress with knowledge checks and acknowledgement forms.

Premium Package

Provides comprehensive mortgage-related learning and validation included with the Essentials package with increased flexibility and customization capabilities that include:

Custom-Branded Learning Portal

Customize the learning experience with your company logo and a custom URL.

Premium Learning Library

Access the complete AllRegs by Ellie Mae Education Program and eLearning modules for mortgage industry professionals.

Premium Continuing Education Library

Employ our complete offering of self-paced NMLS-approved courses. Credit Banking and Reporting fees course included at no additional charge.

Premium Policy Manual & Procedure Templates Library

Access our complete library of customizable policy manuals and templates. Track employee progress with knowledge checks and acknowledgement forms.

Both Packages Include

Learning Portal Management

Manage users, load and manage custom content and create learning paths for specific groups of employees. Effortlessly link to external shareable content, web links, articles and video and audio files.

Comprehensive Reporting

Easily track employee progress by user, group or course. Have reports generated automatically and sent to you daily, weekly, monthly or annually. Use an integrated SQL editor function to easily query data.

User Job Aids

Give managers and users answers to frequently asked questions.

Administrator Training & Technical Support

Reinforce basic administrative tasks using eLearning modules created specifically for policy and education managers. Ensure managers know how to manage users, upload learning content, create courses, classes and notifications and generate reports.

Ellie Mae Learning Consultant

Receive guidance on education and compliance initiatives, provide recommendations, and update you on learning trends within the mortgage industry.

Learn what our Policy & Education Manager can do – and how you can make it your own.
Click here to contact a dedicated account executive for a personalized demonstration.