Encompass Implementation (20 hrs)
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Description of Project Scope:
- Build Milestone Templates per loan type.
- Revise workflow through life-of-loan settings to include: loan milestones, alerts, handoff points, roles and file assignments.
- Build business rules based on Milestone Templates and update consistently based on business requirements.
- Build Closing Costs Templates based on Loan Type, Lender and Business Rules.
- Configuration and implementation of applicable fee mapping, fee templates and fee tables. All escrow fee tables, title fee tables, and city/county doc stamps need to be set
- E-Disclosures: Custom form e disclosures from both the ‘sender’ (Broker) perspective and the ‘recipient’ (borrower) perspective.
- Launch Web Center for the company and loan officers, including search engine optimization, document requests/e folder.
- Setup alerts for tracking of contingency dates (loan approval, appraisal, lock expiration, closing).
- Calculation of income on loan (points and fees), and calculating commissions due, including expenses such as credit and appraisal. (we can show you the manual template we have been using).
- Setup custom reports and dashboards for all levels of Management and staff including LO’s Processors, Underwriters and Secondary.
Encompass Impementation (20 Hrs) + Mortgage website
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Here are examples of how a Mortgage website front end looks:
Encompass Implementation (20 Hrs) + Mortgage Website + Mortgage SEO/Lead Generation
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- We can help you occupy the first position in the SERP of Google and Bing
- We will provide you with a no cost analysis of how you fare against your competitor in the SERP
- Our action oriented proposal based on the in depth knowledge of SEO techniques will help you to occupy top spot in SERP.
- Our services will help you to rank organically higher to drive more inbound leads