Encompass® System Administration Services
We are Encompass® Certified Administrators
Our Encompass® loan origination system administrators possess the skills necessary to maximize the potential of your mortgage business. We are here to help you adopt, innovate, and achieve digital transformation in the world of mortgages. Encompass is one of the best loan origination systems on the market, equipped with almost everything you need for your lending operation–we are here to fill in the available space in the above “almost.”
With decade-long experience working with loan servicing softwares, our Encompass administrator can help enhance your system’s automation, manage processes and workload, and help improve system efficiency.
Let’s Partner Up For Better Tomorrow…
Our Encompass Administrative Support Services
For your Encompass loan origination system, we provide the following support services so your business is always up and running without the slightest delay. We love seeing our customers happy and satisfied. Whether you’re a loan officer or a mortgage branch manager, we offer comprehensive assistance at every stage for a quick and smooth lending process. Our Encompass System Administration services extend to mortgage banks, credit unions, lending companies, and other financial institutions.
Complete Solutions for your
Encompass® Admin Needs by Certified Administrators
Our dedicated Encompass Admins, certified by Ellie Mae (now a part of ICE Mortgage Technology), provide on-demand services for your needs. Each of our system admins is an integral part of our Support and Services team, which includes our other Encompass Mortgage Software Admins, Consultants, and Developers, so if any of our resources at your company are stuck with anything unusual, they have quick access to the answers and solutions from the mortgage tech experts. Our Admins can be your main Encompass administrator or provide backup support to your existing Encompass360 tech staff. This means you get professional guidance for your lending operations without dealing with recruitment processes, contracts, and onboarding expenses. ATI is here to fulfill your needs for reliable, top-notch, and result-oriented Encompass admin assistance at low costs.
Encompass Administrator Service Packages
We offer Encompass Admin Services with different packages designed to meet your unique requirements without the burden of hiring a full-time resource. Choose a system administrative plan that aligns with your business goals and enjoy efficient, cost-effective, and customized Encompass administrative solutions.
1. On-Demand Administration Support
If your mortgage business requires a responsive solution, our on-demand Encompass admin support is a perfect choice. Access our administrative service whenever you have tasks that demand immediate attention, ensuring a quick and efficient response.
2. Hourly Admin Consultation
Does your business need occasional assistance or have infrequent administrative tasks? Our Hourly Consultation package allows you to engage our Encompass administrator services on an as-needed basis. Pay only for the hours you use, providing you with cost-effective flexibility.
3. Admin on Contract
Opting for our Encompass Admin on Contract package means you get dedicated administrative support over a specified duration. This commitment ensures a seamless integration of administrative functions into your workflow, allowing for sustained efficiency.
4. Monthly System Admin
Ensure continuous and reliable Encompass360 administrative assistance with our Monthly Support package. It's a subscription-based model that provides consistent End-User support throughout the month, allowing you to focus on your core business operations..
5. Virtual System Admin Services
Embrace the future of remote support with our Virtual Encompass Assistant Services. Our certified Encompass developers and administrators will handle a range of tasks from a remote location, so there's no interruption in your office premises.
6. Project-Based Administration
Encompass® Admin Services customized to your specific projects or initiatives. This flexible approach allows you to access our Encompass administrative assistance precisely when and where you need it, ensuring project success without needing a full-time admin resource.
Our Ellie Mae-Certified Encompass Admins Execute the Following Tasks
Reports Management
Generate and manage general as well as custom reports tailored to different business groups.
System Optimization
Optimize the system through recommended enhancements.
Customize Workflows
Collaborate with guidance from mortgage department heads and translate their directives into Encompass® workflow.
Automation
Implement automation strategies, incorporating advanced business rules and ensuring the accuracy of existing rules.
QA & UAT
Supervise Quality Assurance (QA) & User Acceptance Testing (UAT).
Encompass 360 Customization
Tailor Encompass360 through customization, incorporating new business rules using plugins with Encompass SDK.
Requirements Gathering
Collect requirements from department managers, end users, and other stakeholders through information-gathering methods.
System Design Solutions
Devise specific designs and solutions for system workflows, pipeline views, input forms, reports, dashboards, and print forms.
User Administration
Administer company and user setups, roles, and personas.
Third-Party Integrations
Oversee and coordinate the integration of your Ellie Mae Encompass with tools through custom integration solutions.
API/SDK Developer on Demand
Provide services to convert SDK to next-gen API conversions and API integrations.
Loan Setup Management
Maintain updated loan setup settings in line with ongoing business needs.
Documentation
Collaborate with the marketing department to produce documentation for system updates and new features.
Support Ticket Resolution
Address and resolve support tickets promptly, establishing a connection with the tech team of ICE Mortgage Technology.
Ensuring Compliance
Monitor and ensure adherence to state and federal banking regulations and organizational policies and procedures.
Our Comprehensive Encompass System Admin Support
User Role & Access Controls
We manage user roles, permissions and access controls to ensure that the right individuals can access the right areas of the system with minimal risk to security, and with the proper workflow controls, and audit ready.
Plugin Monitoring & Updates
We monitor all of your Encompass plugins to ensure continued compatibility with updates to the system and to install at a helpful time corresponding updates that may help provide your organization improved functionality. This allows for better use of the system reducing downtime and making users experiences across all integrations as seamlessly as possible.
Loan Folder Automation Rules
We set up automated loan folder rules to ensure documents land in organized folders for the status of the loan producing better data consistency and reducing manual work and touch points. This allows for more operational efficiency and productivity reducing the time your documents are open.
Encompass Admin panel
Our experts have access to configure your admin panel with your business process and compliance requirements in mind. We can set up your admin panel to reflect as close to the way your business runs as possible while ensuring users can easily navigate the admin panel, correct reports are being produced, and there is one location to control the system with respect to all settings.
Workflow Optimization
We will identify bottlenecks and adjust workflows to facilitate faster loans by reducing potential issues. Once optimization is completed, we can automate tasks to ensure actions are tracked and able to be adjusted at the organization level even if the workflow is not revised depending on the objective.
Audit Logs & Reporting
We can enable extensive audit trails and customize reporting dashboards to allow your team to not only have transparency and compliance, but also to report against performance and allow your team to have documents ready for audit outside your total loan document trail.
Our Encompass Admin Services Help
Key Benefits of Our Encompass Administration Services
Faster Loan Processing
By optimizing workflow, automation, and providing real-time management of your systems, loans flow through your pipeline faster. This increases borrower satisfaction and reduces cycle time.
Reduced Manual Errors
Automation and correct configuration reduce human error through data entry, task assignments and compliance checks—helping you avoid mistakes that lead to expensive delays or re-work.
Increased Compliance & Security
We help you maintain compliance within your Encompass environment to the latest all-in-one regulations and data security standards to ensure sensitive borrower data stays protected.
24/7 Admin Support & Troubleshooting
Our support team is available 24/7 to troubleshoot technical issues, implement urgent system changes and maintain uptime on your platform—keeping your business operational at all times!
Our Expertise with Encompass® by ICE Mortgage Technology
Our professionals such as virtual system administrators have many years of experience and significant technical knowledge working with Encompass® by ICE Mortgage Technology. We assist clients in optimizing and customizing Encompass® to fit their unique business processes, including operational goals and compliance requirements. We work with clients throughout the lifecycle of the tool, from implementation and configuration to automation, reporting, and thirdickers and integrating other third-party tools. Indeed, we use the Encompass SDK and APIs to develop our clients own solutions, supporting a more effective team environment and better user experience across teams.
We offer our clients a proven record in delivering support for lenders, brokers, and investors so that they can maximize the full potential of Encompass®. Our consultants know the ins and outs of the newest enhancements, industry regulations, and best practices leveraged within the features of our clients’ integrations from the platform. Whether you are looking to optimize your current instance of Encompass®, or looking to introduce supportive systems or migrate to a new implementation of Encompass®, we provide hands-on system administrative services to help you optimize your operations with Encompass!
How Do We Ensure Smooth LOS Performance?
Step 1: Perform a Total System Health Assessment
We start with a total system health assessment of your current Encompass® configuration, identifying existing performance bottlenecks, outdated plugins, security vulnerabilities, and compliance variances. This serves as a baseline for our improvements.
Step 2: Optimize Roles and Access Settings
We evaluate each user profile and permissions, to ensure that the access is appropriate, secured, and matching the team member’s requirements and responsibilities. This helps eliminate possible misuse and improves security and efficiency.
Step 3: Redundant Workflows and Automation Rules
We will identify and remove redundancies and will configure your automation logic such as task triggers, loan folder rules, and milestone notifications, so you may increase the amount of work done without requiring additional manual work, and process loans more rapidly.
Step 4: Updating Encompass Plugins and System Components
We will confirm all plugins, custom tools and integrations related to Encompass are current and fully supported by your system. This ensures your system remains responsive and avoids crashes due to incompatible or out of date components.
Step 5: Implement Real-time Monitoring and Alerts
We may employ systems monitoring tools to enable you to view all critical system metrics, error logs, and user activity in real time. Custom alerts allow administrators to be notified of critical system issues before they reach the point of negatively affecting your workflow.
Step 6: Conduct Frequency of Compliance Reviews
We keep ahead of regulatory changes by performing compliance audits periodically and adjusting and updating rules, fields, and documentation requirements, always so that your LOS is ready for an audit.
Step 7: Maintain Support and Optimization
After the initial setup, our administrators provide continued support by giving encompass system training to users and making upgrades to the system. With our comprehensive training programs, we go beyond equipping you with essential skills in mortgage lending. We are responsive on issues, come back with best practices, and ensure that your LOS expands as your business grows.
Industries & Clients We Serve
We are pleased to offer Encompass® System Administration Services to an extensive spectrum of customers across the mortgage and lending ecosystem. Our knowledge allows us to provide tailored system administration, compliance, and workflow for the varying specific nuances of our client’s industry.
Mortgage Lenders
From regional lending organizations, to national entities, we are able to assist with configurations to Encompass that streamline their processes, reduce loan cycle times, and achieve regulatory compliance at scale.
Mortgage Brokers
We support independent, and networked mortgage brokers, using intelligent automation to optimize loan flows, support user access monitoring, to keep their Encompass® system fast, secure, and optimized.
Credit Unions
Our consultants work closely with credit unions to develop workflows for Encompass that are aligned with member lending models, personalized service, and provide absolute compliance.
Wholesale Lenders
Our consultants configure robust user permissions, document tracking, and custom rules to effectively support large broker relationships, while processing large volumes.
Non-Bank & Private Lenders
For non-traditional lenders, we customize Encompass with consideration to different and alternate underwriting criteria, investor requirements, and business models.
Correspondent Lenders
We assist correspondent lenders with managed expectations of investor workflows, secondary market compliance, and timely integrations vehicle delivery through intelligent automation.
Encompass360 Administrators play a pivotal role in enhancing the loan software performance for mortgage banking businesses, leading to improved loan generation, efficient work procedures, and increased sales. Despite using one of the best loan origination systems on the market–Encompass, having a system administrator can significantly contribute to maximizing the ROI of your Encompass LOS.
Every organization, be it banks, credit unions, or mortgage firms, needs to have someone on their team who deeply understands the capabilities and possibilities of advanced software like Encompass. To get the best and most out of your loan servicing software, it needs to be administered properly. However, finding a qualified Encompass360 administrator with in-depth knowledge and years of experience working in the loan origination industry is challenging and can be expensive.
Our Certified and experienced Encompass360 system administrators play a crucial role in enhancing the effectiveness of your loan origination process, enabling smaller lending businesses to compete with larger enterprises. We know that hiring full-time administrator services may be unsuitable for small-scale companies. Awesome Technologies Inc. provides Encompass admin services as needed, allowing your business to benefit from expert Encompass support and assistance without the commitment of full-time resources.
Get the best of
Encompass On-Demand Administrative Services
Learn from experienced Encompass Administrators
Encompass On-Demand Training
Our Encompass system admins offer special training programs with precise and adaptable learning curves. Our training services run in correspondence with your company policies, processes, and customizations made to your Encompass loan software. Getting training from our Ellie Mae Certified Encompass Administrators will help:
- Ensure an effective transition and utilization of Encompass in your business operations.
- Provide specialized training for individuals joining your team, tailored to their specific roles.
- Guide and empower new on-team Encompass admins to manage the system effectively.
- Design flexible training schedules to accommodate your team’s specific learning needs.
- Facilitating a smooth shift to updated processes within your organization.
Our certified Encompass developers and mortgage consultants can customize the coaching sessions to fit your demands. Whether you require Virtual or on-site training, we make sure there’s no compromise on the quality of knowledge transfer.
Consult our Business Analysts &
Find The Best Solution For Your Lending Institution
- Guide and facilitate implementation or migration to the Encompass loan origination system.
- Provide support to launch new products or integrate tools within your mortgage operations.
- Optimize or automate your Encompass loan software to maximize performance.
- Conduct in-depth analyses of workflows to upgrade operational processes.
- Offer expertise in Encompass custom programming & API development to meet specific needs
WE MASTER EVERYTHING ENCOMPASS®
Whether you’re venturing into Encompass® for the
first time or seeking to refine your current configuration,
count on us for exceptional solutions
Encompass Automation (AI, RPA, APIs)
Encompass Integrations
Encompass API Development
Encompass SDK Development
Customize Encompass® according to your business vision. We can develop tailor-made Encompass® solutions, extending the current system’s functionality to align with your company’s goals perfectly.
At Awesome Technologies Inc., we focus on making the Encompass360 system work efficiently for your mortgage lending organization through thoughtful customization. Our goal is to save you time and resources by developing tools using Encompass SDK Programming that align with your specific needs.
Before diving into any customization project, we take the time to thoroughly analyze and gather requirements. This ensures that our custom programming is not only effective but also cost-efficient, avoiding any unnecessary complications.
In dealing with Ellie Mae Encompass API projects, we understand the importance of customization for clients who want systems that suit them best. We specialize in integrating different aspects of your business into Encompass seamlessly through smart API integration.
Utilizing Encompass360’s customization options, including SDKs, utilities, plugins, and API development, we provide practical solutions. Our team of skilled programmers, with a background in the mortgage industry, ensures that custom Encompass SDK programming with Awesome Technologies is both straightforward and budget-friendly. We’re here to deliver solutions that enhance the overall quality of your mortgage lending operations at Awesome Technologies Inc.
Since its inception in 2000, the Encompass SDK has become the most popular software in the mortgage industry. However, the market has changed greatly since then.
Lender origination impacts many laws and advancements. Businesses also alter this according to their requirements. Now, the Encompass platform has moved to cloud-based APIs. This was done to boost incorporation, scalability, and tractability.
Hence, it has become a vital step to enhance the flexibility and usefulness of the Encompass loan origination platform. Thanks to its integration of Encompass SDK converting into APIs, developers will have more chances to connect custom apps and external services. Encompass with API is useful for easy data trade and advanced processes.
Moreover, the company’s conversion to an API connection enhances the loan origination process. Companies can also improve staff and staff experiences. Compliance can be boosted, which will raise productivity. These parameters are most useful for success.
Tailoring processes are important to success in the fast mortgage industry. When lenders want to boost their LOS, they find Encompass SDK Development the best option. It is a full software development kit that allows developers to create bespoke apps and preset operations. Moreover, it helps to integrate well with third-party services. Thanks to the Encompass platform!
Encompass SDK has extensive features. It offers strong API access, vast documentation, and community support. These features help organizations boost user experience. They can also enhance business processes and continue complying with industry laws. T
The Encompass platform eases complex jobs and designs custom reporting tools as well! There has always been a need to be flexible and efficient in the competitive market. So, Encompass is there to help your business succeed above and beyond!
Working on Encompass SDK projects has made us aware of how crucial customization is for customers who want systems suited to their requirements. Our specialty is utilizing intelligent API connectivity to integrate different aspects of your company with Encompass seamlessly.
As we explore the newest technologies, we understand the importance of thoroughly understanding them before execution. Our developers ensure that everything we do to employ Encompass SDK provides cost-effective and useful solutions.
With experience in the mortgage industry, our qualified programmers ensure that bespoke Encompass SDK programming with Awesome Technologies is easy and affordable. Our goal at Awesome Technologies Inc. is to offer solutions that raise the standard of your mortgage lending business.
But the Encompass SDK is on the verge of extinction! It is the result of SDK Sunset, which is soon going to happen.
SDK Sunsets refers to diminishing the old SDK to a new API. It is a purposeful shift from the former SDK approach to an API-centric one. The idea behind this transition is to improve flexibility and provide integration prospects. Moreover, these ideas and general effectiveness refer to meeting the needs of developers and businesses.
The Encompass SDK Sunset refers to alternating from an old-style SDK to a contemporary API-centric design. The way the API will smooth the integration process was not possible with the former SDK. With the help of API, the development process can also be modernized. Moreover, it becomes possible to enhance business expansion and success. The system’s overall capacity for the loan origination process becomes more promising.
With this change, lenders can enhance operational efficiency, boost consumer experiences, and try to maintain a competitive edge. Executing a contemporary API system is the best decision in the dynamic mortgage market. This approach will be useful in the future of integrations and software usage.
We can see a significant change since SDK decided to retire. Developers and organizations are projected to use Encompass even more. Businesses are aware of its effectiveness. Encompass API tends to increase operational effectiveness. Its future-centric approach derives fool-proof investment in this technology.
An API-centric paradigm shift will be beneficial for both workers and customers. Indeed, it was a careful decision to pick this paradigm shift as it aligns with the current technological changes. With the need of time, the mortgage industry always looks for adaptable solutions.
Companies should never stop looking for ways to improve API integration. Keeping up with the latest improvements and features is a good idea. The more features and improvements there are, the better the outcomes will be. Businesses that adhere to the guidelines can guarantee that the Encompass SDK turns into an API. A company lowers all the risks related to the SDK’s sunset when it uses the Encompass API. Enhancing the organization’s capacity to leverage cutting-edge technologies is essential for boosting productivity.
Since the SDK to API conversion is quick, you can and will complete it without error and with less effort. You might need quick guidance or a tutorial for more information. We are all available to help you convert from SDK to API and can offer a free consultation on the subject.
Awesome Technologies has over 15 years of experience in the mortgage and banking industries. We have specifically dealt with the Ellie Mae and Encompass systems. As a result, we know how things operate and how to help you through this transitional phase or proceed with the Encompass SDK converting to API change.
Let us know if we could have a smart strategy for testing the trial and implementation by shifting from SDK to API! We value your cooperation in this change. Our goal is to provide all-in-one integration into the new Encompass API world.
Awesome Technologies Inc. will give you all sorts of support!
Encompass Optimization
Encompass Implementation
Our Hand-Crafted Plugins & Solutions Make Your Encompass® Instance Better
AN ABUNDANCE OF TECHNOLOGICAL DELIGHTS
Move Lock Confirm Doc to eFolder
Data & Document Extractor
PreQual Form
Limiting Services
FHA Case Binder
Adverse Action complete workflow – includes everyday emails and file moves without...
Organizational Details/ Update Fields Using Branch Description
Cenlar Servicing
Mortgage Loan Origination Systems We Serve
Our experts can work on every major LOS to make your mortgage operations swift.
Why Do You Need Professional Encompass System Administration?
Optimize Platform Usability
Professional configuration of Encompass certified administrators is to briefly configure systems and create automated processes that remove hurdles so that not only will your mortgage processing speed be faster but user productivity will be improved. Ultimately, the processing will be running at peak conditions!
Maintain Regulatory Compliance
With regular changes in mortgage regulations, it's useful to keep your systems in sync with the latest compliance needs. A professional Encompass administrator keeps track of changes to the applicable regulations, monitors any proposed changes, and applies any rule updates needed to keep your organization constantly audit ready.
Help Avoid Costly Mistakes and Rework
Manual processes and poorly developed workflows are mostly the reason that loan processing is delayed, and compliance has been compromised or breached. An expert ability to administer an Encompass implementation will reduce human error or mistakes through the use of automation, validation logic and consistent configuration.
Improve Data Security and Access Control
Professionals are responsible for configuring Encompass systems, administering user roles, and controlling access to systems thereby limiting the ability of unauthorized users to view sensitive borrower information. This will strengthen data protection, reduce risk, and we can maintain supported levels of secure digital lending.
Scale your Business Without Concern
Whether you are hiring more staff or increasing your loan volume, professional system administrators provide assurance that your Encompass implementation is capable of scaling without any interruption to service. They continuously improve performance by aligning configurations with emerging and changing business needs.
Earn Continuous System Administration
A focused Encompass administrator provides ongoing maintenance, troubleshooting, and support. This adds up to reduced downtime, faster issue resolution, and continual performance enhancements across your platform.
We Offer System Administration Services You Deserve
With years of experience working with Encompass360, we have served several mortgage companies to ease their lending operations by implementing Encompass LOS, optimizing it, and providing first-hand administration services. Our diverse team of Encompass Admins, Developers, and Consultants are ever ready to take on new challenges and help you get the best out of your lending software. We serve every client as our first one, meaning even your 1000th interaction with our Encompass Administrators is as smooth and dedicated as the first one. At Awesome Technologies, we ensure we are only done when you are 100% happy and satisfied. If you are ready to move forward with our Administrative support and services for your Encompass platform, call us at (877-284-4968).
YOU ARE IN GOOD COMPANY
Helping customers to create better mortgage experience
Looking For Something Else?
Find answers to common questions about our Encompass® System Administration Services
Encompass Systems Administration Services are managed support services designed to manage, support, and optimize the Encompass® loan origination system. These services ensure that the loan origination system is utilized properly, is functioning properly, is compliant, and is configured for the needs of mortgage lenders and mortgage brokers.
Typical service delivery includes user setup and user access and permission administration, workflows and automation executions, templates and forms creation, maintaining and acquiring system updates, keeping the system compliant, reporting, and troubleshooting and optimizing the system after implementation.
Pricing will depend on various factors: level of service, level of service provider, outsourced service or in-house service. Pricing could either be hourly (typically $100-$200/hour) or periodic/monthly rates which can be flat fees (monthly) starting at around $2000 depending on the level of complexity and supply.
Implementation timelines are dependent on scope of work, but initial setup and configuration usually take anywhere from a few days to several weeks. Ongoing administration is typically continuous, scaling based on needs of your organization.
You do not need a full-time administrator. Many organizations find outsourcing the Encompass® administration makes sense to manage overhead, bring anchored expertise, and allow scalability as needs change.
Yes, Encompass® can be configured. System Administrators can take the application and customize workflows, fields, business rules, automation logic, and templates so they match the organizations processes and comply with regulatory requirements.
System Administrators will typically monitor updates to the software and also news and announcements around compliance changes. They will stage the latest release versions in a testing environment before moving them to production, and they will tweak the configurations to ensure the system is operating effectively and legally.
Training is commonly included or available as an optional add-on. Many service providers provide training specifically to assist administrators and end users so they understand new features, processes and updates as well as possible.
If there’s anything else you’d like to know about Encompass System Administration Services, feel free to reach out.
Ready to Upgrade Your Encompass LOS?
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