Workflow and Technology Review
Expert Workflow and Technology reviews for your entire organization. Our reviews include examining each setting of your LOS (Encompass®, BytePro, Meridianlink) and other technologies used throughout your workflow.
Maximize the performance of your entire company with our dedicated Workflow and Technology Reviews, designed to empower your organization by identifying opportunities for improvement. We start with the sales team and interview everyone through your post-closing team with our comprehensive review covering every aspect of your lending operations. We deliver a report with a task list of what you need to do. If you need help getting it all do, we are here to help.
Our Custom Workflow & Technology Reviews
For Your Loan Origination Process Will
Process Re-engineering
Transform your mortgage operations with redefined processes to minimize processing times and maximize client satisfaction. Our approach is thorough, targeting the core of your system to propose modifications that streamline your mortgage workflow.
Advanced Technology Strategies
Personalize your system workflows to align perfectly with your team's operational needs, ensuring peak efficiency and a smooth lending process. We evaluate how your staff interacts with Encompass®, identifying key strategies to boost productivity and streamline task flow.
Productivity Optimization
Receive a strategic roadmap of ongoing enhancements with clear, actionable steps to maintain and improve operational excellence over time.
Efficiency for Everyone
We engage with every department in your organization, from leadership to front-line teams, to understand your processes thoroughly. We securely document every interview and note in your Client Portal for easy access. Based on our findings, we deliver customized, actionable recommendations designed to streamline your workflows, & upgrade your technology.
Encompass Admin
We conduct a thorough analysis to ensure your Encompass platform is configured to maximize efficiency and productivity. From streamlining workflows to implementing security measures, we provide tailored recommendations to enhance your Encompass administration.
Secondary
We evaluate your secondary market operations to identify areas for enhancement, such as integrating more tasks into Encompass to reduce reliance on email communication and resolving issues with loan data accuracy.
Compliance
We help create document templates from eFolders to simplify document export and ensure compliance with regulatory requirements. Additionally, we review workflows for fee disclosure against industry standards and provide recommendations for enhancing compliance practices.
Retail Group
We focus on streamlining operations and improving communication channels. We identify opportunities to eliminate paper-based processes, such as transferring LO paperwork, and recommend changes to enhance live LO transfer procedures.
Underwriting
We assess the existing workflow and recommend implementing dashboards to improve the monitoring and control of loans in the underwriting pipeline. Additionally, we suggest developing and utilizing automated conditions to streamline underwriting tasks and enhance efficiency.
Post-Closing
We recommend leveraging technology to manage trailing documents and post-purchase issues effectively. Additionally, we suggest creating dashboards to monitor and track trailing documents, ensuring timely resolution and compliance.
Partner with us to secure your position as a leader in the competitive mortgage lending market.
Precision System Audits & Process Re-engineering
Discover the untapped potential of your Encompass® Loan Origination System with our in-depth Workflow and Technology Review. Our services begin with:
- Comprehensive System Audits: We meticulously investigate your current Encompass® setup to uncover opportunities for enhancement, focusing on improving both efficiency and regulatory compliance.
- Process Re-engineering: Transform your mortgage operations with redefined processes, engineered to minimize processing times and maximize client satisfaction.
Our approach is thorough, targeting the core of your system to propose modifications that streamline your entire mortgage workflow.
Advanced Technology Strategies & Productivity Optimization
Elevate your lending operations with strategic technology utilization and productivity optimization for your Encompass® system. Our expert services include:
- Technology Utilization Strategies: Harness the full capabilities of Encompass® with our guidance to fully leverage its comprehensive features and tools.
- Workflow Customization: Personalize your system workflows to perfectly align with your team’s operational needs, ensuring peak efficiency and a smooth lending process.
- Productivity Assessments: We evaluate how your staff interacts with Encompass®, identifying key strategies to boost productivity and streamline task flow.
- Continuous Improvement Plans: Receive a strategic roadmap of ongoing enhancements, with clear, actionable steps to maintain and improve your operational excellence over time.
Partner with us to refine your technology and workflows, securing your position as a leader in the competitive mortgage lending market.
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 Encompass Admin Services Help
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.
Consult our Business Analysts &
Find The Best Solution For Your Lending Institution
With over a decade working with the mortgage industry, our consultants have worked with almost every loan origination system, including Encompass, and are more than happy to share their knowledge to assist you in finding the ultimate efficiency in loan generation and management. Trust us to be your Consulting Partner, and allow us to:
- 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®
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
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
We Offer 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?
An Encompass System Admin has several responsibilities, including:
- Providing advanced support to users and third-party vendors and handling high-level tasks.
- Implementing system changes, including updates, customizations, and configurations.
- Managing company and user setups, roles, and personas.
- Overseeing best practices in data governance, quality management, & data sharing.
- Generating reports and addressing support issues.
- Focusing on automation and development to enhance workflow efficiency.
- Creating and maintaining documentation on current technology.
- Supporting organizational initiatives through software development, & maintenance.
- Analyzing workflow and user interaction for training documentation development.
Yes, we can customize the Encompass administrator services to meet your business demands while working closely with your organization to understand mortgage processes, workflows, and goals.
Yes, our Ellie Mae Certified Encompass360 Admins can help plan and execute the upgrade process and migrations from your existing loan servicing software to Encompass LOS.
If there’s anything else you’d like to know about Encompass System Administration Services, feel free to reach out.
Navigate The Complexities Of Mortgage Automation Maze With Our Expert Guidance
Learn More About the World of Mortgage Loans
Market Trends, Loan Origination Systems, Lending Processes, & Digital Transformations
Best Loan Origination Software: Top 10 Mortgage LOS Systems
Executive Summary Box Primary Goal: The best loan origination software helps mortgage companies, banks, brokers, and credit unions build on lending operations, reduce production costs,
Improve Financial Analysis with a Power BI Banking Dashboard
Banks and credit unions generate very large volumes of data on a daily basis, which include loans, deposits, branch operations, and risk signals, among other
How the Mortgage Underwriting Process Works: A Step-by-Step Guide
Despite the fact that purchasing a house can bring many positive impacts, it should be taken into account that once you send your application for
