What's Your Plan?

I would be surprised to hear you say that the plan you made last year is the one you are running, but it is possible. It is also possible that things are happening that you did not plan on, so what’s your plan now? We are still running the same plan from two years ago: to help as many companies as possible, but have now added a straightforward addition. We have added the ability to offer technology solutions to complement our workflow services for all our companies.

We now can offer a comprehensive list of plug-ins and automation to solve most of the workflow opportunities we encounter when performing comprehensive workflow reviews for our clients. These new solutions can be purchased outright or subscribed to monthly, depending on your needs.

We also now solve three of the most common and potentially complicated opportunities clients face. The new solutions focus on business intelligence, compensation, and transferring data and documents from one system to another.

The BullsEye business intelligence platform offers comprehensive and affordable insights into your business data, including all data from the Encompass® platform and other LOS platforms and other data sources, such as your CRM, POS, and servicing, just a name a few.

The e-Compensate platform allows you to seamlessly determine the proper commissions and bonuses for your entire staff in one easy and automatable solution. Your team can check on their accrued and potential pay, as well as have the ability to apply plans retroactively, making the solution extraordinarily powerful for all sized organizations. It works exceptionally well with decentralized sales teams, as well as branches.

Connecting two different system endpoints is what the Switch ETL platform does remarkably well. You can move documents and data to and from platforms with open API structures without needing your development team. Imagine moving data and documents from your LOS platform, including Encompass®, MeridianLink®, and Byte®, to any storage or core system you use. You can also leverage this product for long-term storage, retention, and migration projects.

We continue to follow our plan to bring workflow services and technology solutions to the mortgage industry in a scalable and affordable way. Our viewpoint is not new; it has been missing for many companies like you. Reach out now to learn how we can help you and become a part of your plan.