Workflows That Save You Time and Money
Say goodbye to bottlenecks and inefficiencies with customized workflows designed to optimize your Encompass® desktop and web experiences and help your business thrive.
Workflow Before Technology®
Your workflow may be draining valuable time and resources. Whether you’re managing current pipelines or tackling years of backlog, you know there are opportunities to improve, but pinpointing them can be a challenge.
How your team manages each loan, from initial contact to final accounting, creates a ripple effect that directly impacts your bottom line. Simply investing more in technology won’t solve the underlying issues.
That’s why we prioritize workflow before technology. The right workflow is the key to unlocking the full potential of your Encompass® desktop and web experiences, ensuring your business keeps moving forward smoothly without the headaches.
Here’s how we help
Workflow Review
The Workflow Review was designed to identify where your company is losing time and money and to create a streamlined workflow that eliminates those inefficiencies. This goes far beyond a simple Encompass® Health Check. We believe in “Workflow Before Technology®” because the right workflow maximizes the potential of your technology. Rather than rushing to add plugins or new tools, we take the time to review, document, reimagine, and implement the most effective workflow for your team’s success.
Review
We’ll gain a deep understanding of your current processes by asking the right questions to the people doing the actual work.
Document
Everything is captured in detailed reports, accompanied by a flowchart, giving you a clear and comprehensive view of where your current workflow is falling short.
Reimagine
Based on our findings, we design a streamlined workflow that targets the key inefficiencies draining your time and resources.
Deploy
We don’t just implement changes, we empower your team to think differently, work more efficiently, and fully leverage the capabilities of Encompass.
Comprehensive Support
Your all-in-one solution for keeping Encompass® workflows efficient, reliable, and stress-free.
Help Desk On-Demand
Feeling stuck? Admins overwhelmed? Get expert support when you need it most. Our dedicated Help Desk team is here to help you resolve issues, Monday through Friday, from 9:00 AM to 9:00 PM Eastern Time. Connect with us via email, chat, phone, or screen share for quick and effective solutions.
Encompass Coaching
Smooth transitions, seamless updates. Updates and transitions can sometimes create confusion and hinder productivity. With expert guidance and hands-on coaching, we empower your admins and users to adapt confidently, overcome challenges, and drive productivity across your entire organization.
Encompass Settings Review
Eliminate bottlenecks and errors at their source. Broken settings can disrupt workflows and create frustration across your team. We pinpoint breakdowns and provide expert coaching on best practices for system settings, helping you save time and reduce hassle throughout your organization.
Admins on Demand
Boost your team’s productivity with our Certified Admins. Whether as your primary admin resource or supplemental support, we optimize desktop and web settings to meet your needs. We’re here to help, whenever you need us.
Special Projects
Tailored solutions for one-off needs that get you up and running seamlessly.
Encompass® Implementation
Streamline your Encompass implementation. Starting from scratch can feel overwhelming when you’re on your own. That’s why we manage every detail of your retail and TPO implementations, from setup to launch, so you can stay focused on growing your business.
Backlog Support
Clear the clutter, refocus your efforts. Sorting through years of old tickets and lists can drain resources and strain your operations. Let us handle your backlog efficiently, freeing you to focus on driving new business and achieving your goals.
New Initiatives
Launch with confidence, without disruption. Whether you’re rolling out new initiatives, implementing automation, or expanding operations, we handle every detail. Our team ensures seamless integration into your workflow, saving you time and avoiding disruptions to your business.
Encompass® Admin Coaching and Certification
Be the go-to expert with confidence. When your team relies on you for answers, you need a partner to guide you through updates and new features. Our 12-month coaching and certification program for Encompass admins ensures you have the tools and support to keep your team running smoothly without delays.
Mastering Encompass: Your Complete Support System
Certification: Our Mastering Encompass Certified Admins undergo comprehensive training, coaching, and rigorous testing to ensure a deep understanding of every setting in Encompass Desktop, Web, Consumer Connect®, TPO Connect®, and Admin Tools. We empower individuals at all skill levels to become exceptional Encompass Admins, backed by a certification that validates their expertise.
327+ Detailed Video Tutorials: Gain a comprehensive understanding of all settings for Desktop, Web, Consumer Connect, and TPO Connect, with clear, contextual explanations.
Weekly Live Q&A and Discussions: Join us every week for 1-hour live coaching sessions, followed by a 30-minute AMA with Larry. Get your questions answered, explore in-depth topics, and gain valuable insights to enhance your expertise.
Open Chat Support: Enjoy on-demand assistance via our Q&A chat throughout your subscription.
Exclusive Workshops: Access special workshops offered throughout the year to deepen your expertise.
Mastering Encompass AI Helper: Leverage our AI-powered assistant to organize, distill, and navigate all training information effortlessly.
Community Collaboration: Connect, share insights, and collaborate with peers in the Mastering Encompass Community.
Stay supported, connected, and empowered with Mastering Encompass.
Mastering Encompass® Community
Join a Community Designed to Help You Master Your Encompass Platform
Connect with a network of peers just like you, whether you’re an admin, in sales, processing, underwriting, closing, post-closing, management, or any role in between. Access trusted insights, share knowledge, and find answers in a way that’s clear and easy to understand. This community was built with you in mind because we understand the challenges of finding answers to questions you didn’t even know you needed to ask. Join us and take the guesswork out of mastering your Encompass platform.
Get access to…
- Resource Center: Access a comprehensive hub of recorded lessons, live event replays, and exclusive materials, designed to guide you through everything from foundational concepts to advanced techniques.
- Personalized Coaching: Monthly cohorts and private sessions tailored to your role to help you gain the expertise needed to excel.
- Events: Webinars, workshops, and live Q&A sessions, our meetings are recorded for your benefit. Check our Events Calendar to stay informed.
- On-Demand Lessons: Explore hundreds of hours of recorded content accessible to all users.
- News & Updates: Stay informed about all the news and updates related to the mortgage industry and the Encompass platform.
- Discussions: Join ongoing conversations in our Discussion Forums to ask questions, share insights, and collaborate with peers.
Get in Touch
Fill out the form, and a member of our team will reach out to you shortly to assist with your needs.