Whenever a new Loan Officer arrives/leaves the organization, it is important to update the settings within Consumer Connect to make that changes effective within Encompass and Consumer Connect. Please find below the detailed steps for adding new Loan Officers in Consumer Connect. Logging Into Encompass Consumer Connect: To log in to the Encompass Consumer Connect…
Loan package delivery is a process which is typically manual and requires multiple follow-ups. Encompass Investor Connect is a solution from Ice Mortgage Technology to make this loan package delivery process simpler, faster and automated from start to finish. Investor Connect provides secure, system-to-system workflows between lenders and correspondent investors for simplified data and document…
Encompass LO Connect is a web-based extension of Encompass that provides loan originators with quick, secure access to loan files. Loan Officers can use Encompass LO Connect to streamline their origination process and boost productivity. Features of Encompass LO Connect: Encompass LO Connect enables loan originators to take applications, order credit, run product and pricing,…
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…
In the modern mortgage industry, leads and opportunities can come from different sources and angles – there’s lead generation that exists online doing marketing as well as leads that come from real estate agents, referral partners and past clients. So, it is important to automate most of the lead generation for mortgage lenders and make…
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…
Seamless and personalized borrower experience is as important as the loan products and services offered by a mortgage bank or lender. Salesforce Marketing cloud powered by AI based Einstein, enabled with ease of Trailhead and with features to bring in Enterprise data, can help mortgage banks and lenders to build relationship with the tech empowered…
Mortgage banks have with them a large database of information secured via loan origination platforms, application forms, POS platforms and other website features like contact forms, search patterns. Mortgage Banks by employing the right technology can leverage these existing data sets to gain meaningful insights about borrower behavior, buying patterns, trends, loan product performance and…
Frequent changes in regulatory norms and compliance legislation, rising origination costs, inflated infrastructure costs are creating disruption in the mortgage industry, and the implications of that disruption are having significant financial consequences. Technology is the key in helping mortgage banks to reduce the costs without compromising the quality of service.Here are some of the ways…
Borrower expectations have changed drastically in this mobile era with the borrowers becoming more curious, impatient and demanding. So it is important for Mortgage lenders to keep track off the right marketing metrics to accurately measure the ROI of mortgage marketing campaigns. Need for tracking the right metrics Mortgage lenders need to track the right…