Encompass Administration & Help with Implementation

Encompass, the flagship mortgage management solution offered by Ellie Mae is the leading Loan Origination System (LOS) which helps lenders to originate more loans, lower costs, reduce time to close, and make smarter decisions. Key Features of Encompass360 Compliance Management Risk Management Document Management Refinance Management Reports and Dashboards Third-party integration and automation Extensive customization…

Importance of Salesforce in Mortgage Banking Industry

The widening engagement gap between borrowers and lenders is a cause of concern in the Mortgage Industry. Borrowers with access to the most sophisticated technologies expect a personalized, one-touch, technology driven, streamlined and simple mortgage experience. Lenders with strict regulatory compliance, low rates, complex process and reluctance in adopting newer technology are a long way…

The importance of Blockchain in Mortgage Banking

While everyone acknowledges the role of technology in creating a truly Digital Mortgage process, the Mortgage industry is still apprehensive in adopting one of the most innovative technologies available – Blockchain. Mortgage process is highly complex and strictly regulated with multiple participants interacting with each other exchanging data and documents and adding transactions to the…

How to use Jungo as an efficient CRM for Mortgage Banking

Jungo built off the popular Salesforce CRM platform has evolved from a basic CRM platform to meet the relentless needs of the Mortgage Industry. Besides the CRM functionalities offered by Salesforce, Jungo apps provides lenders with mortgage specific functionalities designed to increase revenue and promote efficiency. Jungo offers two industry focussed applications in the Mortgage…

Encompass 360 Help – Installation & Login Instructions

Encompass360 SmartClient – Installation and Login Instructions This document describes the process of installing the Encompass360 SmartClient, and then logging into Encompass360.   Smart Client Installation Before you can log in to Encompass360 for the first time, you must install the Encompass360 SmartClient components. This is a one-time-only procedure.   IMPORTANT: “Part 1” of the…

Millennial Go-to Market

Marketing to Millennials has been an industry buzzword recently; much due to the recent downturn of the economy where marketers looking for specific ways to reach out to customers. Thanks to data available on customer behavior and insights derived from the trends. Marketing to and acquiring millennial customers have significant impact on the future of…