Time Sharing Excellence

ADMIN-ON-DEMAND

Our World Class Ellie Mae Certified Administration Services provide your Company with Experienced, Capable and Dependable Encompass Administrative Support at a Price Point that Makes Sense for Your Company

ADMIN-ON-DEMAND MONTHLY SUPPORT PLANS DESIGNED TO FILL YOUR NEEDS AND FIT YOUR BUDGET.

MortgageTech offers customized Admin-On-Demand monthly support plans, all of which include our proprietary Encompass plug-ins, utilities and custom input forms designed to optimize your Encompass experience, at no extra charge. An Ellie Mae Certified Encompass Admin will be assigned as your FX-Team Leader so you can rest easily knowing you’re in good hands. Each of our Admins works along side our FX-Team of Certified Admins, Support Assistants, Developers and Business Consultants so they can more easily and quickly provide accurate, efficient and consistent solutions for any Encompass related problem or project you want us to take on. Of course we can also handle all the specialized and day to day Encompass Support functions such as:

Admin-on-Demand™

Encompass Support Services

Creating and managing user accounts

Troubleshooting and Technical Support

Improving Efficiency and Risk Assessment

Development of Milestone Templates

Persona Development and Management

User Groups Development and Management

Business Rule Development and Management

Custom Input Form Design and Implementation

Evaluation and Consultation of System Usage

Development and Implementation of
Workflow Customization

 AVAILABLE AT NO CHARGE WITH ALL ADMIN-ON-DEMAND SERVICE AGREEMENTS

Utilities

User Touches FX™
Complete Reportable Encompass User Analytics
Tracks Number of User Touches
Total Time in File & All Field Change History
Control Panel FX™
Bulk File Editor and Bulk File Folder Mover
ToolBox FX™
Customizable Windows Forms Slide-In Panels

Admin Forms

Alert Tracker
BizDays Between Dates
Formatted Emails with Attachments
One Click Attach Documents to eFolder
Export Settings and Dedupe eFolder and Tasks
Named TeamMembers
Templates Used on This Loan File
User Maintenance (unlock users and reset passwords)

Plugins

Conditions FX™
Sub Groups of Conditions to be Displayed and Managed
on Custom Forms
Current User Profile in a Custom Form
Helps to Write User and Rights Based Business Rules
Disable ALL Order Doc Buttons Plugin
Even the one under the Audit button
ePrint Button Plugin™
Capture, Save and Print your Entire Form – UI Enhancement

Borrower Pair Highlighter™
Never forget the Co-Mortgagors again – UI Enhancement
User Touches FX™
Complete Reportable Encompass User Analytics
Tracks Number of User Touches
Total Time in File & All Field Change History
Control Panel FX™
Bulk File Editor and Bulk File Folder Mover
ToolBox FX™
Customizable Windows Forms Slide-In Panels

Certified Encompass
Administrators

Your Admin-on-Demand account is managed by a dedicated Ellie Mae-Certified Encompass Admin who has nearly a decade of experience providing Encompass support and management. Each of our Certified Admins is an integral part of our internal Mind Share which includes our other Admins, Developers, and Consultants so if they don’t have the answer, they have access to it.

Our Admins can serve as your primary Encompass administrator or function efficiently as backup and/or delegated support to your existing Encompass Support Staff. You get all the expert assistance your company needs without all the hiring timeframes, employee contracts, commitments and employee related expenses. It’s the best of both worlds!

For knowledgeable, proven and professional admin assistance at a price that fits your budget, MortgageTech has you covered.

Certified Encompass Administrators
Admin on Demand - Education & Coaching

Education & Coaching

Our customized training is designed around your company’s policies, procedures and Encompass customizations. Use our training for:

  • Encompass Deployments
  • Role Specific New Hires
  • On-Boarding New Encompass Admins
  • Training On-Demand
  • Transitioning to New Processes

No matter what the need, MortgageTech can customize the training to meet your needs.

Training is available both On-Site or Virtual and is conducted by Certified Encompass Administrators.

Consulting and
Project Management

Our consultants have over 9 years of experience in the Mortgage Industry and are easily able to blend their Encompass and Industry knowledge to get the efficiencies you are looking for. Use our services for:

  • LOS Migrations
  • New Product or Channel Support
  • Encompass Overhauls
  • Workflow Analysis and Development
  • Custom Programming/API Development

Whether it is an interface to another system or a department process flow, our Business Analysts can help you find the best solution for your organization.

Consulting and Project Management

FOR KNOWLEDGEABLE, PROVEN AND PROFESSIONAL ENCOMPASS ADMINISTRATION THAT FILLS YOUR NEEDS AND FITS YOUR BUDGET, MORTGAGETECH HAS YOU COVERED.