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"We use Encompass Banker Edition for our secondary marketing and it has much better reporting capabilities than other programs I've used."
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Encompass Banker Edition
Encompass Banker Edition is a complete and economical banking solution for mortgage bankers, community banks, credit unions and large retail lenders.
With Encompass Banker Edition, we've considered all aspects of your business. Although Encompass can be easily customized to mirror the way your company works, we provide you with the framework to fit the natural workflow of the mortgage banking process.
Leveraging the strongest front-end in the industry, loan officers and processors will be able to move seamlessly through the origination process, boosting acquisition, providing top-notch customer service and completing tasks quickly and efficiently. With a variety of tools, forms, worksheets and calculators, your team can then take the loan through underwriting, closing, funding, servicing, shipping and secondary marketing, all while working in the same centralized system. Your data stays secure, the team collaborates effectively and management can easily monitor progress and results with real-time reports.
Choose Your Role
Learn more about specific benefits and capabilities for each step of the mortgage banking process.
Encompass Banker Edition gives you everything you need to monitor, manage and grow your business. Not only does Encompass provide your team with the necessary tools to efficiently manage a loan from origination through secondary marketing, it also provides you with the control and visibility to define business rules and processes, help ensure compliance and judge your company's performance in order to make accurate decisions.
Get a Real-Time Picture of Your Business with Business Intelligence and Reporting
- Monitor business performance via a user-friendly yet sophisticated management dashboard
- See a real-time summary of all loans, across all branches, users and loan stages
- Get out-of-the box intelligence from predefined reports or create custom reports to get answers to specific business questions
Define Process and Maintain Corporate Control
- Get a comprehensive view of changes made throughout the loan process with audit trails
- Define business rules to gain granular control over access to sensitive loan data.
Increase Efficiency and Decrease Costs
- Reduce integration and maintenance costs by enabling your team to work in a single system
- Complete most customization in-house, eliminating the need for lengthy deployment and expensive consultants
- Reduce processing costs by eliminating paper from the origination process
Stay Compliant with Automated Compliance Monitoring
- Benefit from automatic audits for regulatory and compliance risks
- Define policies for compliance with security and privacy regulations
- Have confidence in stringent security and encryption technology
Grow and Strengthen Your Business with Encompass CenterWise
- Advertise your business to potential clients with an attractive and professional website
- Integrate Realtors and referral partners into your business process
- Cut time and costs and ensure data security with Electronic Document Management
- Keep all data consolidated in a central system
- Online applications flow directly into the Encompass pipeline
- Status updates flow directly from Encompass to the website
Easily Manage Branches and Expand Your Business with a Hosted Solution
- Connect your team with an online solution that Ellie Mae manages for you
- Enjoy all the strength and capabilities of Encompass with none of the administrative hassles
- We manage the servers, provide robust security, handle data back-up and automatically apply the latest Encompass updates
- You maintain control of key elements such as user rights and workflow
» Learn more about Encompass Anywhere, Ellie Mae's exclusive hosted solution.
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With its strong and efficient front-end capabilities, Encompass Banker Edition is ideal for today's busy originator. With user-friendly sales and marketing tools, you can easily acquire, pre-qualify and grow new business opportunities.
Drive Lead Generation
- Attract new business with a professional, branded web solution that serves as extension of your Encompass software
- Create new opportunities with online applications that flow directly into your Encompass pipeline
Manage and Market to Contacts with Built-in CRM Capabilities
- Organize customer contacts and leads
- Set reminders to follow up on future opportunities
- Execute and manage multi-channel and multi-step marketing campaigns to increase repeat business and strengthen relationships with referral partners
Improve Customer Service and Increase Repeat Business
- Easily start loan applications with pre-qualification tools
- Quickly find the best products and pricing with an optional integrated pricing engine
- Keep clients informed with automatic status updates
- Order credit right from your software
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Encompass Banker Edition has everything that you need to seamlessly move a loan file from origination to underwriting, allowing you to save time, reduce errors and work more efficiently with colleagues.
Simplify Your Workday
- Work faster, reduce errors and increase efficiency with a customized pipeline, forms and workflow management
- Use alert management to focus on the most urgent and relevant tasks at hand
- Leverage collaboration tools to keep everyone updated and informed
Save Time and Ensure Data Integrity with Online Settlement Services
- Connect to over 4,000 settlement service providers without ever leaving your software
- Request services and receive orders right in your loan file
Cut costs and Increase Security with Electronic Document Management
- Request, receive, store and archive borrower and vendor documents within Encompass
- Keep your loan files complete, up to date and secure
- Electronically send and track federal and state-specific disclosures for all 50 states
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With Encompass Banker Edition, you can expedite loan processing by quickly and easily communicating and tracking loan underwriting conditions.
Work in One System
- Communicate conditions, request and receive documents from loan processors and track conditions and documents all in one system
Eliminate the Risk of Data Inconsistency
- Access electronic copies of borrower documents in the loan file and compare them with actual loan data
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Encompass brings speed, accuracy and efficiency to the closing process, allowing you to work in one system and giving you access to an experienced team that understands your urgency.
Draw Closing Documents in the Same System
- Enter closing data, select plan codes, perform audits and order closing documents all within your Encompass loan file
- Audit your loan file before ordering closing documents and receive alerts when mistakes are discovered
Get Help from Experienced Specialists
- Find flexible programs to meet your needs
- Get superior service from a team with nearly 20 years in the closing document business
» Learn more about Encompass Closer, Ellie Mae's exclusive closing solution.
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Encompass Banker Edition simplifies and streamlines the movement of a loan from closing to funding by providing you with tools and worksheets to manage funding data, eliminate errors and complete your work more quickly.
Manage Loan Data with Funding Details and Funding Balancing Worksheets
- Balance debits and credits
- Manage disbursements, investor information and wire transfer details
Eliminate Errors with Automatically Populated Funding Worksheets
- Save time with funding worksheets that automatically populate with closing figures from the HUD 1 and final settlement statement
- Get net funding and gross funding information
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Encompass Banker Edition gives you the tools you need for streamlined tracking and fulfillment, purchase advice reconciliation and interim servicing.
Streamline Tracking with Post-Closing Condition Tracking Tools
- Improve tracking and fulfillment of your loan package and trailing documents
- Easily track shipping dates, shipper and delivery information and file storage details
Save Time with Purchase Advice Reconciliation Capabilities
- Reconcile funds received from investors by entering the funds you expect, the funds you receive and the adjustments needed to reconcile
- Use templates for common payouts
Effectively Manage Servicing Before Selling Loans in the Secondary Market
- Manage statements, payments and escrow disbursements with tools, forms and workflow support
- Stay on track with key servicing tasks with proactive alerts that notify you of statements that need to be sent, accounts that are past due and upcoming disbursements
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Encompass Banker Edition delivers a comprehensive secondary marketing solution, providing you with the tools you need for lock requests and loan trade management.
Easily Manage Lock Requests
- Leverage user-friendly screens to improve coordination between loan officers and the lock desk
- Receive rate lock requests
- Enter investor details and pricing information
- Lock loan rates
- Track and manage floating, locked and long loans
- Focus on open lock requests with an automatically refreshed pipeline view that allows you to quickly receive and act on new requests
Leverage Tools for Efficient Loan Trade Management
- Find target loans
- Create and manage trades
- Track loan pricing and trade profitability
- Automate the price calculation process with pricing adjustment and SRP templates
- Avoid late-delivery penalty and pair-off fees with system alerts
- Easily define loan searches to simplify pool allocation
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Encompass Banker Edition can be easily tailored to your business process, allowing you to customize the system so it works the way your business does.
Implement Process with Customization Tools
- Leverage custom personas to control what users can do
- Create user groups to control what data users can access
- Employ business rules to enforce loan data security based on loan characteristics
Capture the Data You Need with a Powerful Input Form Builder
- Extract comprehensive loan data by adding your own custom input forms with an unlimited number of custom fields
Synchronize Encompass with Third-Party Systems
- Use the Encompass LoanAwareTM Software Development Kit (SDK) to seamlessly integrate Encompass with external applications
- Share information and the loan and user level
- Leverage existing technology investments
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Learn More
For more information, contact Encompass Sales at 888.955.9100
