For more than a decade, over 150,000 mortgage bankers and brokers have relied on Ellie Mae's loan software solutions to increase their companies' control, profit and growth.
Our experience in the mortgage industry has given
us valuable insight into what our clients need:
security, compliance, efficiency and visibility.
How do we help them achieve those important
goals? By providing everything a mortgage banking
company needs in a single, cohesive system.
Click on a category below to learn more.
» Reporting & Visibility
» Compliance
» Customization
» Marketing & Relationship Management
» Origination
» Processing
» Underwriting
» Closing & Funding
» Secondary
Marketing & Loan Fulfillment
Reporting & Visibility
You can't drive your business if you can't see. With
Encompass, you always have a clear, real-time view into your
operations so you can make informed business decisions and
eliminate surprises.
- Customizable management dashboard with an
at-a-glance view of company performance
- Real-time summary of all loans, across all branches,
loan officers, processors and loan stages
- Ability to zero in on specific loan type, partners,
branches or even a single employee
- View of all activities related to your loan
files—including lender and vendor transactions
- Out-of-the-box intelligence from predefined reports
and the ability to create custom reports for answers to
specific business questions
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Compliance
Staying compliant is more important than ever. Encompass
takes on the burden for you and ensures that sensitive data
stays safe, and that careless—and costly—errors are stopped
in their tracks.
- Centralization of all business data and electronic
archive of all loan files
- Automatic audits for regulatory and compliance
risks, and alerts when violations are found
- The ability to define compliance policies, which are
automatically monitored for adherence
- Stringent security and encryption technology
Customization
Every company works differently. Though Encompass has a
pre-defined framework to fit the natural flow of the
mortgage banking process, you can easily customize a
solution to meet your company's specific needs.
- Customizable workflow and business rules
- Customizable personas and user groups
- Custom reports and management dashboard
- Easy integration with third-party technologies
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Marketing & Relationship Management
The mortgage industry is all about relationships and with
Encompass, you'll have everything you need to nurture
clients and partners from day one.
- Attractive and professional online customer
portals that connect directly to Encompass
- 24/7 online loan status updates for borrowers
and partners
- Applications that flow right from the customer
portal to your software
- Integrated CRM
- The ability to create and manage multi-channel
and multi-step marketing campaigns
- Contact synchronization with ACT! and Outlook
- Easy database mining for loan types, rate
changes and more
- Letter and email templates to easily keep in
touch
- Calendar and task list
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Origination
Encompass gives busy loan officers everything they need to
succeed in the field. With Encompass, you'll be able to
easily place your loans, stay current with the latest
trends, get to closing faster and never miss an important
deadline.
- FHA tools such as County Limit tables, mortgage
insurance tables, worksheets, input and output forms and
more
- Prequalification tools to immediately show your
borrower what type of loan they qualify for
- Integrated product and pricing
- Direct connection to third-party service providers—right within your loan file
- Milestones and alerts to track progress and deadlines
- A log to capture key conversations and file details
»Learn more about Encompass
online services
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Processing
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 loan templates to minimize
redundant data entry and errors
- Milestones and alerts to keep track of
critical matters
- Easy ways to sort loans based on priorities
- The ability to quickly return incomplete files
to loan officers
- A direct connection to thousands of lenders
and third-party service providers including credit,
title, flood, appraisal, underwriting and more
- The ability to send and receive service orders
directly in your loan file
- Collaboration tools to keep colleagues and
borrowers automatically informed of the latest loan
status
- Electronic borrower document requests—and
delivery of completed documents right back into your
loan file
- Federal and state eDisclosures for all 50
states
- One updated loan file with all forms, services
and borrower documents
»Learn more about Encompass
online services
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Underwriting
Encompass eliminates the risk of data inconsistencies by
enabling underwriters to use a single system to manage
conditions, respond to underwriting requests and send and
receive documents.
- A single system to communicate with loan team
members and track underwriting conditions
- The ability to access electronic copies of borrower
documents in the loan file and compare them with actual
loan data
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Closing & Funding
Encompass brings speed, accuracy and efficiency to the
closing and funding process, enabling closers and funders
to work in one system and giving closers access to an
experienced team that understands their urgency.
- Complete integration with Encompass—you work in one
file, from start to finish
- Automatic updating of the loan file if changes are
made in closing
- 24x7 access to draw your docs
- Extensive forms library
- Accurate calculations performed instantly on screen
- Automated auditing for errors
- Flexible programs to meet your needs
- Compliant in all 50 states
- Superior service from a team with nearly 20 years in
the closing document business
- Easy and accurate management of debits, credits and
disbursements
- Funding details and fund balancing worksheets
- Automated population of funding worksheets
» Learn more about Encompass Closer, Ellie Mae's
exclusive closing solution.
Secondary Marketing & Loan Fulfillment
With Encompass, the entire loan team is on a single system.
Secondary marketing staff can always see what's coming down
the pipeline and make better decisions and maximize
profitability as a result.
- Post-closing condition tracking tools
- Purchase advice reconciliation
- Interim servicing
- Lock request management
- Trade management
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Learn More
Find out what Encompass Banker Edition can do for your company. Contact Encompass Sales at 888.955.9100 today for your personal consultation.
