Desktop & Web Support
Complete coverage across all Encompass® platforms and configurations
Desktop Support
Complete mastery of Encompass® desktop application with in-depth workflow optimization and configuration expertise.
Web Support
Full support for Encompass® web-based workflows, ensuring seamless operations across all browser-based features.
Lending Channel Expertise
Specialized support for your unique lending model
Retail Lending
Streamline your retail operations with optimized Encompass® workflows tailored to direct lending channels.
TPO Lending
Specialized support for third-party originator integrations and multi-channel mortgage origination.
How We Support Your Encompass® Journey
Three comprehensive layers of support from discovery to success
Workflow Review & Redesign
We start by understanding your current workflows. Our comprehensive review identifies inefficiencies and redesigns your processes following our "Workflow Before Technology®" philosophy to maximize Encompass® potential.
Implementation & Configuration
Whether you're implementing Encompass® for the first time or migrating to new workflows, we handle complete setup, configuration, and deployment across desktop and web platforms.
Comprehensive Ongoing Support
From help desk support to hands-on coaching, we provide continuous assistance. Mon-Fri, 9AM-9PM ET via email, chat, phone, or screen share—your success is our priority.
Comprehensive Settings Expertise
We master every Encompass® setting and configuration
Loan Programs
- Program Setup
- Pricing Rules
- Guidelines Management
- Product Matrix
Encompass® Configuration
- Fields & Milestones
- Automation Rules
- Workflow Conditions
- Integration Settings
User Access & Security
- Role Management
- Access Controls
- Compliance Settings
- Audit Trails
Process Optimization
- Task Automation
- Document Management
- Milestone Configuration
- EFolder Optimization