Demand more when Implementing the Encompass® Platform for Your Business
I started implementing the Encompass® platform in 2006 for a retail mortgage banker that I worked for. In New Jersey, we were one of the few early adopters of the newest LOS after retiring Contour, and I learned many valuable lessons from that first experience. The most impactful lessons were always focused on learning how to manage an issue or problem before it happened. But the most valuable lessons were learned from someone else who truly understood what I was planning on doing and could guide me through what to expect, what to do, and how to avoid the pitfalls before they happened. I have always called this "Flattening the Learning Curve"; it is how I continue to help everyone around me.
Implementing the Encompass® platform for your business is normally one of your most crucial business decisions. Choosing a LOS platform affects everything in your mortgage business for many years. The investment you choose to make with the partner to assist you in implementing Encompass® can produce an ROI that goes through the roof or into the basement. You should expect clear outcomes and the most comprehensive engagement from a partner who can explain why they will best align with your desired results. Mortgage Workflow Partners Inc. is a company I created to solve the most significant gaps I found when implementing the Encompass® platform. After working at Ellie Mae for nearly two years and implementing or assisting with Encompass® implementations for almost 100 clients of all sizes and business channels, I found that Clients were still left needing and expecting more after they started closing and funding loans. So I decided to do something about it.
This checklist below summarizes the minimum requirements I found all companies should demand while implementing their Encompass® platform. Putting all critical services, information, and skill sets together into one implementation package is special. We know nothing else is like it in the marketplace, so we want to ensure you do too.
✅ Every setting is explained and configured for your best results
✅ Operational, workflow and best practices shared for your success on day one
✅ Complete configuration of any ConsumerConnect® or TPO Connect® websites
✅ Access to premium business rules and custom input forms
✅ One on one administrator training for 12 months
✅ Access to 60+ hours of recorded training for administrators for 12 months
✅ Access to 30+ hours of recorded training for loan officers, loan processors, and underwriters for 12 months
✅ Best practice insights shared from a veteran of mortgage banking for over 30 years and all aspects of retail and non-retail loan production and operations
✅ Unbiased recommendations to the most appropriate technology to ensure your success
✅ Project leadership, online project management platform, recorded meetings for transparency and recall, and access to your implementation team 7 days a week via chat, phone, and email
✅ And so much more
If you or someone you know is considering implementing the Encompass®️ platform for a Retail or TPO channel, please reach out for a 30-minute conversation before making final decisions regarding your implementation team. Let us show you how our Encompass® implementation for a Retail or TPO channel engagement can help you in ways you don’t want to miss out on.
You can use this link to pick a 30-minute meeting with Larry Bailey to talk about your desired experience and needed outcomes.
