Market - Solutions

$995 Home Counselor Automation Remembering to, and then manually populating the Home Counseling Disclosure is sooo 2018. Eliminate 2631 clicks and 9 1/2 HOURS per 100 funded loans each month your staff is spending on this today. ROI, ROI, ROI.
$1,995 Catch-It A MUST for every system, for every admin. This simple, but incredibly powerful utility allows you to maximize native business rule writing by opening up loan and session events you can base your logic on. Create trigger rules that fire when a loan is opened, saved, closed... or when a milestone is c...
$995 Change Management We all talk about it, Auditors want to see proof of it, and you should do it... BUT, it's a pain, and no one does! This embedded utility allows easy change management documentation and builds you a reportable, searchable, exportable record of your system changes, with as little effort from you as po...
$1,495 Document Access Manager Another must-have for every system and Admin. This tool allows you to control at the individual document level who can see what document. Natively, Encompass document access can only be controlled at the role level and applies to all documents... Our tool allows you to control access to an individua...
$1,495 Loan Folder Automation Did you know for every 100 funded loans, your staff averages 4210 clicks and just over 7 HOURS a month moving loans between folder? Not to mention all of the "oh, i forgot to move it" emails! Loan Folder Automation moves loans to the appropriate folder, in real time, based on whatever rule(s) you n...
$1,995 Address Verification With the click of a button, or automated with a simple trigger rule, validating the address against the USPS website manually is now a thing of the past! This utility also takes a screenshot of the USPS findings and stores them in your designated eFolder bucket. No Brainer ROI: For every 100 cl...
$2,995 FEMA Automation Ability to auto check loan files with the FEMA database to check if there are any declared disasters. This check can be ran using business rules at the loan level and also at a batch level using reporting criteria. Custom fields are updated with disaster data once the check has run. Hard stops can b...
$2,995 MERS Auto Registration 900+ clicks, and more than 6 hours a month, for every 100 funded loans... all goes away! Put your MERS Registration on autopilot. This utility allows for either event or milestone-based automation OR batch registrations! Easy controls and preferences, easy setup, and saves hundreds of clicks and ho...
$1,495 Auto Report Generator Schedule your Encompass report(s) to run automatically and on any repeat frequency. Your reports are generated and sent to a whatever local drive or network folder you choose, all with a history log and tracking window to capture a record of all reports generated. Have reports generated after-hours...
$2,995 System Analytics Utility A robust tool that captures many data points for users inside the system at the loan level. These metrics can assist in preparation for Encompass Connect (NG) and also in showing trends with input form usage and the amount of time spent in a loan or on a form. General system metrics and the ability...