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Encompass Mortgage Management Solution

At the core of the Encompass Solution is our mortgage management software, Encompass. Encompass is more than just loan origination software—it's a complete solution that addresses the needs of all of your business activities and users.

Encompass allows you to complete customer relationship management and marketing, loan origination and processing, online service ordering, underwriting management, closing, and business intelligence and reporting, all in one comprehensive system.

Encompass includes tools for each step of the mortgage process and includes key benefits for broker-owners/managers, loan officers, loan processors, closers and system administrators.

Choose your role below to learn more about how Encompass can save you time and increase your efficiency, improve collaboration with borrowers and colleagues and help you be more successful.

• Broker-Owner/Manager
• Loan Officer
• Loan Processor
• Closer
• System Administrator

Encompass is the ideal solution to monitor, manage and grow your business. Not only does Encompass enable your team to work more efficiently and improve collaboration, it also provides you with the necessary visibility to judge your company's performance and make accurate decisions.

Get a Real-Time Picture of Your Business with Business Intelligence and Reporting

• Monitor business performance with the Encompass management dashboard
• See a real-time summary of all loans, across all branches, loan officers, processors and loan stages
• View all activities related to your loan files—including lender and vendor transactions

Stay Compliant with Automated Compliance Monitoring

• Benefit from automatic audits for regulatory and compliance risks
• Define policies for compliance with security and privacy regulations
• Have confidence in stringent security and encryption technology

Increase Efficiency and Decrease Costs with One Solution for All Users

• Save time and money when your team works completely inside one software solution
  • Marketing solutions for loan officers
  • Productivity solutions for loan processors
  • Integrated closing documents solution
• Reduce processing costs by eliminating paper from the origination process

Grow and Strengthen Your Business with the Encompass WebCenter

• Advertise your business to potential clients with an attractive and professional website
• Integrate Realtors and referral partners into your business process
• Keep all data consolidated in a central system
  • Online applications flow directly into the Encompass pipeline
  • Status updates flow directly from Encompass to the website

Easily Manage Branches and Expand Your Business with a Hosted Solution

• Connect your team with an online solution that Ellie Mae manages for you
• Enjoy all the strength and capabilities of Encompass with none of the administrative hassles
  • We manage the servers, provide robust security, handle data back-up and automatically apply the latest Encompass updates
  • You maintain control of key elements such as user rights and workflow

» Learn more about Encompass Anywhere, Ellie Mae's exclusive hosted solution.

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Encompass is the ideal solution for today's busy originator. We understand the challenges facing loan officers and have created user-friendly tools that will enable you to get more business, market to prospects and clients and effectively manage your business relationships.

Purchase Quality Leads from Top Lead Providers Inside Encompass

• Access the top lead providers in the industry inside the software and have leads instantly delivered into the Encompass Contact Manager
• Follow up with phone and email campaigns that you create right in your software

Gain Opportunities and Improve Service with the Encompass WebCenter

• Easily create, customize and maintain an attractive website that directly connects to your software
• Get new applications delivered instantly into your Encompass pipeline—no importing necessary
• Provide borrowers with a secure business center that they can use to view status updates and receive and fulfill document requests

» Learn more about the Encompass WebCenter

Nurture Relationships with Built-In CRM and Marketing Capabilities

• Maintain all contact details inside Encompass
• Quickly mine your database for certain loan types, rate changes and more
• Stay organized with a calendar and task list
• Use letter and email templates to easily keep in touch
• Execute and manage multi-channel and multi-step marketing campaigns to increase repeat business and strengthen relationships with referral partners
• Set up key marketing efforts with a minimum of time and effort

Simplify and Streamline New Business Opportunities

• Connect to over 160 credit providers inside Encompass
• Automatically upload loan data from your loan file to over 30 integrated lenders

Stand Out with Better Loan Programs and Borrower Incentives from Top Lenders and Vendors

• Find exclusive lender and vendor offers that match your borrowers' unique loan scenarios
• Quickly and accurately pre-qualify and price loans against the latest underwriting guidelines and prices from over 50 prime, sub-prime and ALT-A lenders, right inside your loan file

Effectively Organize and Manage Your Opportunities

• Track progress and deadlines with milestones and alerts
• Capture key conversations and file details in the conversation log

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Encompass takes the hassle out of processing and streamlines your job so you can process files quickly, minimize data entry errors and easily collaborate with colleagues and borrowers. Pre-defined templates, online settlement service ordering, electronic document management and online status updates all allow you to save time and work more efficiently with your team.

Effectively Manage Your Workload

• View, sort and work on loans based on priority
• Stay on time with milestones
• Use red alerts to keep track of critical matters
• Easily return incomplete files to loan officers

Increase Your Productivity with Loan Templates and Forms

• Use pre-defined templates to avoid redundant data entry and errors.

Keep Everyone Informed and Connected

• Spend less time on the phone by leveraging collaboration tools that allow your loan officers to easily view loan status
• Use the Encompass WebCenter to instantly post the status updates that you choose to share directly from the loan file

Work Efficiently and Error-Free with Online Services

• Connect directly to over 4,000 settlement service providers from inside the software
• Send orders with data pre-populated from your loan file
• Receive completed orders in your loan file—no re-typing necessary
• Work with preferred partners or find new vendors in integrated title and appraisal directories

Save Time with Secure Document Handling

• Electronically request and receive borrower documents
• Eliminate delays caused by mail and faxing
• Compile all documents in your loan file
• Easily access past borrower data from electronic archives

» Learn more about Electronic Document Management.

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Encompass brings speed, accuracy and efficiency to the closing process, allowing you to work in one system and giving you access to an experienced team that understands your urgency.

Draw Closing Documents in the Same System

• Enter closing data, select plan codes, perform audits and order closing documents all within your Encompass loan file
• Audit your loan file before ordering closing documents and receive alerts when mistakes are discovered

Get Help from Experienced Specialists

• Find flexible programs to meet your needs
• Get superior service from a team with nearly 20 years in the closing document business

» Learn more about Encompass Closer, Ellie Mae's exclusive closing solution.

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Whether you have an IT expert on staff or manage the administration yourself, Encompass can work for you. Comprehensive and user-friendly management tools make it easy to set up input fields and forms, control user access and manage your company's workflow. Robust security gives you peace of mind and the architecture supports businesses of any size.

Encompass can also be tailored to look and work the way you want. Using a powerful visual editor and library of existing templates, you can create custom input forms to capture the information that your company needs.

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Learn More

For more information, contact Encompass Sales at 888.955.9100