Encompass Consulting

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Encompass Consulting

Encompass Developing Partner

We offer variety of following services to help you fully leverage your Encompass solution. We help you with encompass configuration, development, administration, testing and production support.



Integrations

We helped organizations seamlessly integrate encompass with other systems and products commonly used in Mortgage industry. As part of these integrations, lot of manual steps were automated and data is exchanged and secured in compliance with all company rules.

  • Rate integration (OptimalBlue / Mortec)
  • GFE title fees integration
  • CRM and Leads Management System (Velocify / Salesforce / Zillow / Lending Tree / Active Prospect / SoftVu etc )
  • Other systems ( Pre-Qualification system / HR Portal / Commissions / Reporting / Realtor Portal )
  • Closing Portal

Administration



We have experience managing Encompass on day-to-day basis with regular tasks as mentioned below:

  • Create and Manage Organization Hierarchy /user logins / Personas / Roles / Groups / Milestones.
  • Setup pipelines based on Persona, Roles, Groups, users.
  • Create business rules and add validations to various forms.
  • Create custom fields and forms.
  • Create and manage reports.

We have done lot of new custom development and projects. Some of those that require PUSH to encompass:

  • Pushing loan documents to e-folder.
  • Real-time (cost-center, payroll)/ Bulk update of Encompass fields under certain conditions.
  • Loan creation from various sources.

We have done lot of new custom development and projects. Some of those that require PULL from encompass:

  • Syncing various settings/fields (Partners, MLOs) to other systems.
  • Generating reports and sending notifications and reports.
  • Download Post-closing (Hazard Insurance) and Compliance (Action Taken).
  • Drip campaigns.
  • Underwriting conditions from e-folder.
  • Daily back-ups.

Plugins


Dashboard Plugin

  • Custom widgets with cumulative loan data along with user-friendly interface and lot of customizations and functionality.

Bulk Loan Updates

  • Update specific fields with a given set of values for a large set of loans.
    Ex: Move a loan from one folder to another folder or Move all loans with a given set of conditions to a particular milestone.

Lender Data Extra

  • Lender data Extra tool will upload loan data in lender specific template to SFTP folders.

Auto Backup

  • Backing up all Custom Form along with inline coding on a schedule basis.
  • Back up of all Business rules.
  • Back up of all Custom Print forms.

Custom Loan Header

  • Custom indicators or fields or color coding can be added to header for easy access.
  • Like Priority or rush indicators.
  • LE COC or CD COC Pending.
  • Rate lock Pending Days.

Search Friendly

  • Makes searching easy on Field Triggers, Custom Fields and user information using a custom filter criteria.
  • Searching the Fields in the Custom Forms advanced coding.

Document Review

  • "Loan file with newly uploaded documents will be “tagged” for review” and this field will be used in document verification work flow process to create pipeline views etc.

Loan Management Plugin

  • On saving /closing file events updating loan information of custom or standard fields based on the conditions.
  • Automating of loan onboarding process and reduce manual work.
  • Based on conditions mark a loan as priority loan or Pre-closing QC required or not.

Efolder Management

  • Delete all duplicate document and maintains latest document attachments.
  • Auto updating the document status based on the conditions.
  • Newly uploaded documents will be “tagged” for review” and this field will be used in document verification work flow process to create pipeline views.

Form Printers

  • Allows you automatically print any standard or custom input form to its proper place in the efolder, based on any trigger or event

Auto Generators

  • Download all efolder documents on daily basis to drop-box such as purchase advice documents, Compliance and post-closing files

Validation Plugin

  • On saving the file, validation will check loan folder and, if the loan is not in My Pipeline AND any value besides "TBD" or <null> is present in the Subject Property Address field., all subject property address fields will be erased before save is processed

Merge Documents

  • Moves all attachments from one document to another document.

Auto Safe Mode Plugin

  • Allowing bankers to do trial and error with application numbers when application is turned to safe mode

MI Plugin

  • Get MI plugin to automate the MI functionality.

Condition Management

  • Closing cost vs actual cost verification, on Button Click events.

Auto Assign

  • Auto Assign of Loan Team Members Depending on the Conditions in a round robin fashion.

Upload Documents into EFolder

  • Batch upload of document to EFolder placeholder or Unassigned placeholder and reduce wait time.

Auto Update of Loan fields Data

  • On Loan save / close events updating loan information of custom or standard fields based on the conditions.
  • Based on conditions mark a loan as priority loan or Pre-closing QC required or not.
  • Identifying the Loan closing type like Hybrid closing, wet closing or EClosing for closing department.
  • Upon saving the file, validation will check loan folder and, if the loan is not in My Pipeline AND any value besides "TBD" or is present in the Subject Property Address field., all subject property address fields will be erased before save is processed.
  • Auto updating the document status based on the conditions.

Loan origination Automation

  • Automating of loan onboarding process of TPO or Retail Loans to reduce manual work.
  • For Example:
  • Selecting milestone template based on conditions
  • Selecting Closing cost and Loan template based on conditions
  • Assigning Loan team members
  • Printing Documents to Efolder
  • Auto Finishing of Milestones
  • Ordering Credit Reports
  • Moving Loan Folders

HardStops

  • Prevent users from marking the 'Next' milestone complete if current file data doesn't match the most recent quick entry AUS data.
  • Closing cost vs actual cost verification, on Button Click events etc
  • Prevent specific Users from modifying and saving loans after specific Milestones.
  • Disabling Edisclosure Button for Test Loan folder or if Loan Criteria is not satisfied