Encompass today provides a milestone-based workflow that is sequential which has its own drawbacks. The task based workflow feature in Encompass LO Connect provides a very different paradigm to the current setup to resolve these issues. The task based workflow workspace is a configurable workspace that provides a one-stop shop to complete the tasks. This…
With an Encompass Salesforce integration, you can easily transfer data between Encompass and Salesforce, allowing you to streamline your mortgage lending process and build a better experience. Both Salesforce and Encompass are open platforms and connection-forward, allowing you to unlock your mortgage loan processing data across your organization. Through Ellie Mae’s strategic partnership with Salesforce,…
The TPO edition of the Encompass 360 WebCenter (or TPO WebCenter) is a website that connects directly to hosted Encompass Banker Edition systems. TPO Connect makes it easy for correspondent investors to efficiently acquire and manage loans from third party originators. It is designed to support lenders that work with third-party originators (TPOs), the…
There are a wide range of campaigns available in Salesforce (Ex. Automated SMS campaign in Salesforce/Jungo ). Based on the needs of the marketers, salesforce objects can be customized for the desired marketing campaign. This can be done by doing a few configurations in Jungo. For assisting business augmentation through marketing campaigns, Salesforce provides various…
Velocify, a part of the ICE Mortgage Technology Platform, puts sales automation to work for you to keep your team organized and focused on activities that drive more business. Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. What is Velocify? Velocify is online…
Salesforce is one of the top cloud-based CRM software providers in the international market. Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. What is CRM? CRM stands for “customer relationship management” A…
In this article, we will be discussing Ring Central as it empowers today’s mobile workforce to communicate, collaborate, and connect via message, video, and phone calls. RingCentral is an excellent example of an advanced cloud-hosted phone systems, currently trusted by more than 300,000 prominent brands (including Evernote, BMW, Guess, Del Monte, Twitter, Subway, and…
What does a CRM system do? A CRM system essentially provides a central place where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to manage relationships with customers, helping the business to grow. Cloud-based Mortgage CRM systems offer complete mobility and access to…
Ellie Mae’s Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Ellie Mae’s Velocify helps sales teams keep pace with the speed of opportunity to maximize revenue. Velocify, a part of Ellie Mae’s end-to-end digital mortgage portfolio, allows you to streamline and optimize your sales process. Customer…
To stay in business you need to be aware of technological advancements relevant to your business. New technology can vastly affect your business and adapting to the right new technology for your business is vitally important. The Loan Origination System is one such technological advancement that the lenders needs to be aware of. Let’s…