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 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…
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…
Lead assignment rules in Salesforce are used to assign leads to specific users or queues based on a set of criteria. It helps to automate the organization’s lead generation and support processes. Lead assignment rules work for every leads -those manually entered, created from web to lead forms and for those imported using data import…
Lead scoring helps to prioritize leads based on a point based system where you can create rules to assign points to find the best leads. This will help the sales team to focus on high quality leads. This article discusses how to use Lead Scoring in Salesforce/Jungo to qualify the best leads. Lead scoring app…
Loan origination is a complex process that requires the coordination of many moving parts. From communicating with borrowers and third-party vendors to processing documents and underwriting applications, loan officers need tools that can help them manage the entire process efficiently. LO Connect’s technical capabilities will help to streamlines this loan origination process for loan officers…
In Build Dashboard with CRM Analytics – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) , we learned about how to build a dashboard. In this article, we can see how to build a sample dashboard with CRM Analytics using several widgets to display the key metrics of a business. Most widgets have a wizard that…
The mortgage industry deals with a vast amount of personal and financial data, including credit scores, income and employment details, bank account information, and property appraisals. As mortgage banks increasingly rely on technology to streamline their borrowers and better serve their customers, it is important to ensure that data security and privacy in mortgage technology…
The mortgage industry is known for its complex workflows that involve multiple stakeholders, tedious paperwork, and time-consuming processes. However, with the advent of technology, there are now powerful tools such as Jungo and Encompass 360 available that can help streamline mortgage workflows and improve overall efficiency. The integration of Jungo with Encompass 360 will provide…