Encompass®, you need to use Mortgage Workflow Partners Inc. It is not just because we are considerably more affordable than any other company but also because we work with you directly to set up your Encompass® for complete success with your workflow and business.

We educate and train your team to understand how to manage and continue to grow your Encompass® platform as part of every implementation engagement. You must understand your "System of Record" to manage and run your mortgage operations. There is a limit to what you can learn from an article or a pre-recorded video. We know because we produce those articles and videos every day. Every client's success is how we share our knowledge with you during the engagement. Knowledge sharing is the cornerstone of every client's success with us.

Understanding how a TPO organization needs to run differently than a retail organization is EVERYTHING - and we know what to do.

Encompass®, you need to use Mortgage Workflow Partners Inc. It is not just because we are considerably more affordable than any other company but also because we work with you directly to set up your Encompass® for complete success with your workflow and business. We educate and train your team to understand how to manage and continue to grow your Encompass® platform as part of every implementation engagement.

You must understand your "System of Record" to manage and run your mortgage operations. There is a limit to what you can learn from an article or a pre-recorded video. We know because we produce those articles and videos every day. Every client's success is how we share our knowledge with you during the engagement. Knowledge sharing is the cornerstone of every client's success with us.

This example TPO project was created from an engagement with a mortgage lender looking to expand their TPO business in a meaningful way. They have previously worked with other consultants to help set up their TPO Connect® platform and configure their Encompass® settings but still need help. Our engagement will involve intense work to review their platforms, workflow, settings, client relations, and goals to ensure they are successful in their growth and future opportunities.

This example document below is just a tiny snapshot of what we discovered and shared during our 20+ hours of interviewing all departments from Sales through Accounting. We know how a mortgage operation should run based on your business channel and customer base, so we know exactly what to ask and how to get to the bottom of what is happening. The engagement may seem general, but the results are granular to help you find critical information and insightful recommendations. The scope and report example is below. Let us know how we can make an impact on your company today.

This example was created from a services engagement with a mortgage lender looking to have an outside company review their workflow for gaps and better ways to leverage the power of the Compliance Review tool built into Encompass® (AKA Mavent®). Our engagement will involve meetings with each team member in the workflow to ensure all opportunities to leverage Mavent® are used. This workflow review will undoubtedly find other opportunities to address in the workflow as well, such as opportunities to avoid cures or excessive mailing costs. We will review the Encompass® platform, workflow, settings, and goals to ensure they are successful in their growth and future opportunities.

This example was created from a services engagement with a mortgage lender looking to have support in launching their Temporary Buydown loan program. Some recent situations involve a builder who wants you to have this loan program available for their buyers. Another is when your business wants a way to help borrowers into their next home with a lower initial payment. We help you organize your Encompass® settings, input forms, workflow, and other critical departments needed for a successful roll-out. We typically work with teams in Secondary, Compliance, Underwritings, Closing, Post-Closing, and Accounting, in addition to the Encompass® Administrators. This is a simple loan We will review the Encompass® platform, workflow, settings, and goals to ensure they are successful in their growth and future opportunities.