FOR CONSULTING, CALL
1800.846.1619
In today’s digital era, Artificial Intelligence (AI) has emerged as a game-changer, offering a multitude of opportunities to streamline processes, improve accuracy, and enhance end user experiences within Encompass. By leveraging AI technologies, Encompass admin services can empower mortgage professionals to optimize operations, enhance accuracy, and deliver exceptional borrower experiences. Intelligent Data Extraction: Streamlining Mortgage…
Salesforce, a leading customer relationship management (CRM) platform, presents an exciting opportunity for mortgage companies to streamline operations and leverage advanced automation capabilities. The scope of Salesforce services in mortgage industry is detailed in this blog. Implementation and Integration Services: Tailored Implementation: Salesforce is highly customizable, allowing for the creation of custom objects, fields, and…
In this article we will discuss the various steps involved to setup Account Engagement in Salesforce. 2. Apply the Pardot Connector user permission (Sales, Service or CRM user license) Make sure the user has this permission set. 3. Enable Account Engagement Lightning app Select Setup Assistant Enable Account Engagement Lightning App. 4. App permission of…
In the precious article Account Engagement Lightning App-Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we discussed about some of the default tabs available on the top navigation bar in Account Engagement (Pardot). The rest of the tabs and their functionalities are explained here in Account Engagement Lightning App Part 2. Forms,…
The Account Engagement Lightning App places Account Engagement into the Salesforce Lightning Experience. To set up the Account Engagement Lightning App, go through the Implementation Guide Account Engagement Setup Implementation Guide (salesforce.com). We will cover the detailed steps of implementation in another article. In Account Engagement Lightning App-Part 1,let us see the tabs on the…
In the mortgage industry, efficient and accurate property appraisals are essential for making informed lending decisions. With Encompass, mortgage professionals can take advantage of the Appraisal service, a powerful tool that allows them to order, manage, and review appraisals within the Encompass platform, thus making the appraisal process within Encompass a seamless process. Encompass simplifies…
Account Engagement is the smart marketing automation solution provided by Salesforce. Previously called Pardot, Account Engagement unifies the marketing and sales team within your org to drive pipeline and grow revenue. It tracks prospects coming through various channels, like website, emails, and forms and deliver a personalized experience. It gives you the power to customize…
Mortgage Lenders can save time by giving borrowers a paperless way to collaborate with lenders by allowing them to drag and drop documents or images into the portal, upload photos from a phone, eSign documents and receive real-time updates. Please find below a detailed overview(including screenshots) of the borrower portal within Encompass Consumer Connect from…
AIQ within Encompass is an omnichannel solution that leverages artificial intelligence (AI) to enable lenders, investors and servicers to automate manual workflows, increase productivity, reduce risk and boost return on investment (ROI). AIQ Desktop is one of a suite of applications that allow users to access and work with loan folders from any location. AIQ…
Mortgage Lenders can save time by giving borrowers a paperless way to collaborate with lenders by allowing them to drag and drop documents or images into the portal, upload photos from a phone, eSign documents and receive real-time updates. Please find below a detailed overview(including screenshots) of the borrower portal within Encompass Consumer Connect from…