IT professionals that speak and understand mortgage.

We learn your way of processing a mortgage, yes everyone processes mortgages, we have found EVERY institution does it just a bit different.  Each situation Creates unique pain points and bottlenecks, through conversations with your subject matter experts we identify and mitigate or eliminate them.  

We put up guardrails to allow your staff to shine while keeping them on the road to a successful and profitable closing.  By creating custom forms to speed entry and confirmation of loan data, reporting and dashboards, we will help you understand your current pipeline.

Experenced in

Current state evaluation

How is your Encompass configured is it causing slowness? Is it in the way of your staff?  Do you need to document your current Encompass?   We can document and provide insight to your current state and make recommendations to speed up and make long term administration easier. 

Custom input forms

These forms can be as simple as a customized view of existing information or as complicated as a Change form that can track changes beween LE, CD and Closing with alerts and E-mails (even fun colors if you would like)

BUSINESS rules 

Business rules that fit your needs for your staff and situation speed and smooth the loan process.  The wrong rule applied in the right way can slow the process and make a complicated process even more complicated.

Loan and data Template Optimization

Data templates are a way to save time, and prevent user error for common Loan Program entry's.   We can mazimize the effectivness of yours to minimize the risk of human error and reduice the workload of your staff.

Rights to loans and Milestones

The cornerstone of a well maintained and optimized Encompass system.  Staff has the rights they need when they need them. This helps staff by allowing changes when they should be made, and only showing forms they have a need to see at each milestone.  Helping to assure the accuracy and integraty of loan data.

HIERARCHY 

When configured properly Encompass will do much of your Administrative work for you.   A properly built hierarchy will reduce help desk calls and set up time.

“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.
”

— Jimmy Dean