CONSULTING
SERVICES

From full deployment to specific Mission Critical workflows,
we help you achieve the quality and efficiency you need

CONSULTING SERVICES TAILORED TO YOUR UNIQUE LENDING PRACTICES

OUR CONSULTING SERVICES

For more than 25 years in the mortgage industry, MortgageTech has helped companies manage new software installs, harness compliance changes, on-board new loan product lines, branches and departments, and just about everything that has impacted this industry and your business. In today’s challenging environment, our knowledgeable teams, custom designs and implementation experience will bring you the expertise and consulting you expect from an industry leader. We are not a template shop. We work to understand your company’s unique personas, roles and milestone lending workflows, because we understand that no two mortgage companies operate exactly the same. We customize solutions to achieve your company’s specialized lending practices.

Admin on Demand - Education & Coaching

Complete Solutions

LOS Migrations – New Deployments, Re-deployments, Moving from Broker to Banker and Mergers and Acquisitions

New Product Onboarding and Delivery – Best Practices and product workflows

New Lending Channels/Branches – Broker, Retail, Correspondent, Builder or Wholesale

Health Check System Reviews

Complete Configuration from Application to Secondary Delivery and Servicing On-boarding

Ala Carte Solutions

Workflow Efficiency Review and
Enhancement

AllRegs Review

Third Party Origination (TPO) –On-Boarding or Review

Secondary Marketing Pricing Engine
Consulting and Project Management

Integration Consulting

Process Automation Assistance

Migration to Paperless

Custom Screens to consolidate input

Specialty ‘one-off’ Projects

Certified Encompass Administrators

We specialize in customizing Encompass by maximizing the life-of-loan experience for your brokers, employees and borrowers, and achieving maximum program efficiency so your focus can be on your customers, not on your software

OUR CONSULTING
PROCESS

To on-board Encompass and its supporting solutions and/or outside third-party vendors you must have a systematic approach. In order to have balance across your loan process, it is important that all integrations from your Point of sale through servicing to include: credit, flood, appraisal, Automated Underwriting Systems, Product and Pricing, Mortgage Insurance, Day-One-Certainty, Disclosures and Closing Documents, post closing and Compliance, are setup and working as efficient as possible . If you offer Third Party Origination (TPO), that brings its own set of complexities. Let’s face it, to take advantage of all Encompass’ incredible features, it takes a team.

WE SPECIALIZE IN:

MortgageTech Project Managers

We work from a collaborative approach to achieve your company’s expected Sales to Servicing workflow results. Our MortgageTech Project Managers come from years of applied experience and are eager to share their system knowledge as well as help your company avoid pitfalls and focus on success.

Advance Support

MortgageTech has both Certified Encompass Administrators and Developers to help customize your configuration to effectively automate your unique business flow. Our Developers help by bridging the gap between Encompass and Third party venders thus creating an improved user experience.

You

You are the reason we are here.  It is important we understand your system environment and your future needs so we can ensure a successful project. We are in it with you for the long haul.

Third Party Vendors

We work collaboratively to bridge the gap between dispirit systems that are not natively integrated into Encompass. We acknowledge that integration is vital for a smooth efficient process.

OUR ENCOMPASS HEALTH CHECK

No one is better at implementing Encompass or ensuring lenders get the most out of their investment than we are. The health of your Encompass platform is critical to your bottom line. We’ve analyzed hundreds of Encompass implementations, so we can tell if a system is not firing on all cylinders—and why. When we analyze your system we look not only at Encompass, we also look at how your system interacts with service providers, third party vendors and the customer experience. Our experts can provide a full under-the-hood analysis and complete checkup that covers compliance, efficiency, file flow and more.

SOME OF THE ITEMS WE REVIEW:

System Performance

There are many things that can cause slow downs in your system. We look at both your hardware and software configuration and identify what things could be impacting your system.

Workflow Review

We look at your current workflows, by channel, to make sure they are optimized to obtain the greatest efficiency.  We also look at all interfaces to ensure they are as streamlined as possible.

Settings Review

We review your Encompass settings to make sure they are properly aligned with your Life-of-Loan process.  We meat with team members to determine system security and confirm all Personas, Roles, etc. are performing as expected.

Customer Experience

We run mock applications through Encompass to get a clear understanding of your customer’s experience.  We look at both face-to-face and online interactions to help identify areas of improvement.

WE PROVIDE A FULL REPORT OUTLINING WHAT ITEMS NEED TO BE ADDRESSED AND ALL ARE RATED FROM LOW PRIORITY TO CRITICAL SO YOU CAN FOCUS ON THE IMPORTANT ITEMS FIRST.