“I have had the pleasure of working with the Take Five Consulting team members Nick, Vic and Sagar for the last several months as the admin for our LOS, Encompass.

The communication from the team, follow up on issues, meeting deadlines, professionalism when participating in meetings and when providing opinions or feedback was great. I believe we agreed upon expectations at the start of each project and they followed thru on those consistently.

We started with a project that involved setting up our Optimal Blue site, a product & pricing engine, and then integrating that site with our Encompass site.  They were extremely helpful with suggestions, had the ability to assist us with discussing the options and best practices as well as being patient during our testing stage. This had to be completed in the Production environment and we did not have any negative impact during the project.

We moved on to asking them to create a single input form in Encompass that would multi tasks for our Loan Officers. Based on our internal practices loan officers were sending group emails to request a rate lock. We wanted an input for that allowed loan officers to request a rate lock from two different departments, provide reminders dependent upon the loan status for one department and for concessions requests the other department indicating what documentation was required. We also needed it to general an email based on the department handling the loan. I provided a basic list of what we wanted done, what reminders went with which department and item and they took it from there. They produced and tested in our test environment and we made only a few small tweaks to the input form and were able to move it to production, test and release it for use in a short period.

As they were able to create the Rate Lock Request Input form in a short period for us, we requested another input form with more difficult parameters. We wanted an automated email to generate to not only license encompass users associated with the file but to outside emails for borrowers and a particular file contact when a document was received. We did not want it to be generated using the efolder options, as we wanted to control the timing of the emails and not have them generate automatically.  They again took the basic idea I provided and created the input form complete with a reminder button that takes you to the file contacts if selected and the send email button. We had several people involved on our side and had to go back and forth with some marketing changes on the emails generated by the input form. We also wanted different emails based on the relationship to the file. The Take Five team took each request to “tweak” the email with grace and quickly responded with the updates requested.

I am looking forward to the next project we can take on with the help of Take Five Consulting.”

Joan BrownVP Community National Bank & Trust

“Take Five Consulting took no delay in understanding our process and challenges and helped us to automate our workflows particularly our UW workbench. They are very knowledgeable with the system. They’ve really helped us in transforming our Encompass, simplifying workflow and improving efficiencies.”

Derek ChapmanPresident, Local Mortgage Inc

“It’s been an absolute pleasure working with Take Five! They are quick to respond and fix errors. It’s also a huge benefit to have “outside of the box” thinkers. We will think of a project that we aren’t even sure if it’s possible and all we have to do is describe it to them. They take that idea and more times than not, they are able to turn it into a reality! We’ve really enjoyed working with them. 😊 ”

Nellie WattsProcessing Manager Simplify Home Loans | NMLS # 1569026

“Take Five Consulting was instrumental in setting up our Encompass systems as we moved into a banking platform. They do a really good job and we are glad we decided to work with them. We appreciate their attention to detail and all of the personal attention we received every step of the way. It was like having in house programmers here at our fingertips. 😊 ”

Alysson BrowningController, Hudson United Affiliates

“I’ve been blown away by the responsiveness and professionalism shown by the team at Take Five Consulting, once they started Jungo Consultation for us. Their extensive industry knowledge highlighted key areas of improvement in our workflow. They have helped us in automating our workflows, managing loan documents and seamlessly integrating Jungo with Floify.  Looking forward to our next project together.”

Rosy RamManaging Broker, Freedom Capital Inc

“Encompass is a software which is highly customizable in different aspects. Guidance provided by Take Five Consulting on our Encompass platform is invaluable. These enhancements continue to save us time and effort every day across multiple departments. I sincerely recommend Take Five Consulting to any mortgage banker in search of enhancements for their Encompass LOS system.”


Michele MachielsSr. Encompass Administrator, Pacific Residential Mortgage, LLC

“Take Five and their Loan Origination team provided us with an end to end Encompass implementation and we currently use their Encompass on a day to a day basis. The staff at Take Five Consulting helped us all through the installation, admin settings, works flows and follow up. Their extensive industry knowledge has helped us in implementing the best practice recommendations and solutions. We are very happy to have them as our vendor.”

Michael HillTransaction Coordinator, Direct Finance

“It was a wonderful experience to work with a technology company that knows and understand the mortgage industry. Over the years of working with Take Five, they have made our processes leaner and have used the best practices and technology to help us market our services better and reach our prospective clients. Thank you to the team at Take Five.”

Brian HeadCorrespondent Executive, Angel Oak Mortgage Solutions