Configuring Organization Hierarchy in Encompass 360

The organization hierarchy setup in Encompass allows an Encompass admin to define relationships between Encompass 360 users within the company, ensuring seamless access control to loan files. In this comprehensive guide, we’ll delve into the intricacies of setting up the hierarchy, understanding access rules, and exploring considerations for a tailored configuration. Organization Hierarchy in Encompass…

Review Types in Encompass Compliance Service (ECS)

The Encompass Compliance Service (ECS) enables lenders to perform a loan check (i.e., order a compliance report) at any point during the loan process. During a loan check, loans are reviewed for compliance issues based on Truth in Lending (TIL), HOEPA, State and Local High Cost, State Consumer Credit, and other industry regulations and mandates.…

Strategies to navigate the mortgage industry in 2024

In the ever-evolving landscape of the mortgage industry, staying ahead of the curve is essential for success. In this blog, we will delve into insights and strategies to navigate the mortgage industry in 2024 including importance for mortgage professionals to stay connected with clients, bring in automation, and expand knowledge about non-QM programs. 1. Staying…

Mortgage Industry Trends in 2023

The mortgage industry, dynamic and full of challenges, demands a keen understanding of market trends for loan officers to thrive. This in-depth blog looks into the mortgage industry trends in 2023, unraveling how loan officers are adapting strategies, connecting with clients, and overcoming market hurdles. 1. Production and Market Outlook: Approximately 25% of loan officers…

Encompass custom input forms for the web

Knowledge of the web input form builder within Encompass is essential for creating a seamless and efficient intelligent lending platform. Components like asset management, responsive form design, task-based workflows, and card layouts, when effectively utilized, contribute to an enhanced user experience. In this blog, we will delve into the key elements that will empower an…

Digital mortgage experiences through Consumer Connect

In the current digital age, the mortgage industry is witnessing significant changes in borrower expectations and interactions. By incorporating tools like Encompass Consumer Connect and adopting a digital-first approach, lenders can create an environment where borrowers experience efficiency, reduced processing times, and a positive mortgage journey from start to finish. In this blog, we will…

Using Google Analytics with Encompass Consumer Connect – Part II

Using Google Analytics 4 (GA4) event tracking with Encompass Consumer Connect can help lenders to gain valuable insights into the effectiveness of the loan application workflows and sites. This guide walks you through the steps, from connecting your Consumer Connect site to GA4, understanding tracked events, to customizing reports and enhancing your site based on…

Using Google Analytics with Encompass Consumer Connect – Part I

Using Google Analytics 4 (GA4) event tracking with Encompass Consumer Connect can help lenders to gain valuable insights into the effectiveness of the loan application workflows and sites. This guide walks you through the steps, from connecting your Consumer Connect site to GA4, understanding tracked events, to customizing reports and enhancing your site based on…

Integration of Encompass Consumer Connect and Velocify

In the dynamic landscape of mortgage lending, a smooth and efficient workflow is essential for both borrowers and loan officers. Velocify, in collaboration with Encompass Consumer Connect by Ellie Mae, offers an integrated solution that seamlessly guides potential borrowers from the initial prospect stage through the entire loan application process. This article delves into the…

Different Custom Event Handlers in Encompass Input Forms

Encompass Input Form Builder provides developers with a comprehensive suite of customizable event handlers, delivering tighter control over form behavior. This blog will explain the functionality of various custom event handlers, showcasing how they facilitate tailored user experiences and refined data management processes. What Are Custom Event Handlers? Custom event handlers allow you to execute…