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MORTGAGE AUTOMATION

The Only Toolkit You’ll Ever Need

Run Encompass® like a professional with our fully integrated suite of automation tools, expert services, and pre-built AI solutions. Streamline your mortgage operations and maximize efficiency—end to end.

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Solving the Real Problems Lenders Face

Get More Referrals

THE PROBLEM

Borrowers often encounter fragmented communication, redundant document requests, and confusing processes. The process is frustrating and they are reluctant to refer business.

THE SOLUTION

Create a consistently smooth borrower experience using Prism for accurate calculations, journey consistency and lightening fast time to closing. Deliver timely disclosures with Disclosure Automation and maximize loan team efficiency with PowerTools. Let Professional Services fine-tune borrower-centric workflows that boost satisfaction and referrals.

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Reduce Turn Times

THE PROBLEM

Traditional mortgage processes involve significant manual effort, causing delays and extended timelines for loan approvals. Data indexing, extraction and manual entry from borrower documents leads to lengthy turn times and is prone to errors.

THE SOLUTION

Say hello to one touches when you leverage Prism to automate loan conditions, data entry, and guideline-backed workflows for faster decisions from day one. Pair it with Disclosure Automation and Post Closing Automation to eliminate bottlenecks from disclosures through investor delivery. Add PowerTools and Professional Services to streamline Encompass tasks and build custom workflows that eliminate friction across the process. Our suite of solutions allow you to close in as little as 10 days.

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Minimize Errors

THE PROBLEM

Human errors in data entry or documentation can lead to costly delays, rework, and compliance violations.

THE SOLUTION

Minimize manual mistakes using Prism’s rule-based automation and Disclosure Automation to ensure compliance with regulatory timelines. Use Post Closing Automation to prepare loan files according to investor standards. Add PowerTools to do field validations, exception reporting, and auto-corrections. Professional Services can perform gap analysis and remediation of compliance issues in existing systems.

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Empower Staff

THE PROBLEM

Mortgage teams struggle to manage volume spikes, especially during high-demand periods, without compromising quality.

THE SOLUTION

Empower teams with scalable automation through Prism, reducing manual effort and enabling faster, more accurate loan decisions. Offload repetitive tasks using Disclosure and Post Closing Automation, giving staff room to focus on higher-value work. Equip power users with PowerTools for self-serve automation, and amplify productivity with training and process design from Professional Services.

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Save Money

THE PROBLEM

The reliance on manual processes, fluctuating staffing, and outdated systems increases operational expenses for lenders.

THE SOLUTION

Cut costs across the board by using Prism to reduce manual work, drive clear-to-close speed, and increase loan velocity. Implement Disclosure Automation and Post Closing Automation to eliminate labor overhead and costly compliance errors. Supplement with PowerTools and Professional Services to reduce inefficiencies and maximize ROI from your existing tech stack.

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Optimize Workflows

THE PROBLEM

Loan origination systems (LOS) like Encompass offer extensive customization options, but over time, they often become outdated, overly complex, or riddled with disjointed business rules. This leads to inefficiencies, frequent errors, and significant time spent troubleshooting, slowing down productivity and frustrating teams.

THE SOLUTION

Expert-led system efficiency and business optimization reviews can quickly identify and resolve these issues. With tailored solution packages and upgrade recommendations, you can streamline workflows, reduce errors, and save both time and money. Get back on track with a modernized LOS that boosts efficiency, profitability, and team satisfaction.

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Eliminate Vendor Fatigue

One Toolkit. One Mortgage Expert Team. Zero Chaos.

Lender Toolkit

All-in-one platform built for Encompass
Seamless solutions & services that work together inside Encompass
One dedicated rep, expert support & seasoned pro services
Fewer tools, lower total cost

The Other Guys

Too Many Vendors
Disconnected Systems
Inconsistent support
Overlapping tech costs

Our Offerings

We bring together automation, expert services, and flexible tools into one ecosystem – purpose-built to help you master Encompass®.

Mortgage Automation

MaaS™ is the comprehensive solution that automates the mortgage manufacturing process, improving efficiency and automating the end-to-end process from application to post closing.

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PowerTools™

A flexible suite of Encompass® plug-ins that streamline workflows, eliminate manual tasks, and reduce risk—helping lenders boost efficiency and automation at every stage of the loan lifecycle.

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Professional Services

Expert-led Encompass® workflow automation, virtual admin support, web readiness guidance, and strategic efficiency reviews—all in one place.

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