TakeFive’s Encompass360 administration on contract program is designed to create a work environment for your Encompass360 users to maximize their efficiency, improve quality and reduce cost and time input in originating mortgages.
Take Five Consulting helps mortgage banks and lenders with custom built dashboards using the data pulled from Encompass so that they can keep track of their marketing efforts and KPIs.
Although Velocify is the most powerful CRM software available for the Mortgage Industry, a Mortgage lender or loan officer needs to customize the numerous features to suit for specific business needs. Take Five Consulting helps lenders/banks in effective implementation of Velocify as Mortgage CRM.
Velocify Mail Connect is a web application which can streamline the lead gathering process by using the data from existing lead sources. Lenders can consider Velocify Mail Connect as a website/landing page which will serve the purpose of collecting borrower information as well as saving those data into their current CRM -Velocify.
Take Five Consulting would develop custom made branded websites for Loan Officers/Brokers which they can use to redirect borrowers to easily complete an online mortgage application, instantly engage with their loan officer/broker, and securely upload the loan documents.
Through seamless integration with Optimal Blue, mortgage brokers and bankers can request a product and pricing decision from their preferred lenders and investors without ever leaving Encompass LOS. Take Five Consulting has helped mortgage bank/lender in implementing and integrating OB effectively with Encompass.
Take Five Consulting helps mortgage banks with back end mortgage processing, back end quality control, back end disclosure desk and back end data entry.
Take Five Consulting offers a comprehensive Encompass 360 training that guides the recruits through Encompass Admin training and the Encompass end user training concepts to ensure that a mortgage bank/lender will get the most from the Encompass Tool.
Take Five Consulting is a technology and staffing firm dedicated to providing top talent for the mortgage banking industry. We can recruit and train loan operations personnel specifically for the mortgage space.