If you are interested in knowing more about our Start up Package or would like to get on a call to explore more, please contact us here.
Set up tools/functionalties included in the Start up package
Core tools/functionalties
Setting up personas and persona accesses
Milestone Completion Rules creation
Business Rule Programming for specific loan types
Custom Milestone & Loan Folder Configuration
Loan Program & Loan Template Creation
Closing Cost Template, Conditions & Document Set Creation
Custom Borrower Summary creation
Funding Worksheet Set-up investor wise
Product and Pricing Engine Interface Set-up - EPPS or OB
Compliance review setup - Mavent
Encompass Docs solution
Efolder customization
Encompass reporting and NMLS Reporting Set-up
Custom forms based on business needs
Ancillary systems setup
Jungo
Velocify
OB Setup
Velocify Mail Connect