- Business Rules
- LeaderOne Financial
- Overland Park, KS
- Averages over $150 million per month in loan production
- Ellie Mae customer since 2011
LeaderOne required a single, paperless system to improve process inefficiencies, from origination to post-closing, across five LOS systems. Their goal was to streamline compliance during a period of massive growth, while adapting to a dynamic industry environment.
Encompass helped LeaderOne streamline processes and better manage its pipeline. They set up custom fields and business rules to automatically deny loans, and utilized the Encompass Data and Pipeline views to quickly address issues. This helped them drive efficiency, and achieve better loan quality and compliance.