Encompass NewsFlash: Here Comes 17.3 and the Encompass Training Roadshow

What's New

Just Announced: Encompass Training Roadshow

We are bringing our deep dive, hands-on training to four locations across the country – Dallas, TX; Irvine, CA; Washington, D.C.; and Chicago. Pulled from our highly regarded — and sold out — Pre-conference Training at Ellie Mae Experience 2017 in March, these classes are interactive, informative, and proven effective. The Roadshow gives you and your users the chance to be front and center with Encompass® trainers to walk through exercises that:

         Advance critical skills and best practices
         Improve key compliance and business processes
         Ensure efficient, compliant, and airtight workflows

Sign up now to take advantage of the discounted $895 per-user price – it increases to $995 30 days before each event. Dates and seating are very limited. Learn more below.

New UCD Mandate: Fannie Mae and Freddie Mac Encompass Integrations Are Ready

A critical new Uniform Closing Dataset (UCD) mandate is coming this September, and Encompass integrations have you ready to sell loans to Fannie Mae or Freddie Mac — or both. Two recent webinars – recorded, and now available on-demand – discuss these critical changes, their potential business impact, and how the Encompass integrations can help you manage them efficiently and easily.

         Ellie Mae and Freddie Mac reps overview how Loan Closing AdvisorSM, Freddie
          Mac's UCD collection solution integrated in Encompass, can help you easily validate
          that your loan closing data meets Freddie Mac’s requirements for UCD alignment.

         Ellie Mae and Fannie Mae™ reps discuss what’s changing, when, and how to
          prepare your business to stay efficient and compliant by easily submitting UCD files,
          sample reports, and resources through Encompass.

Encompass 17.3 Coming This Summer

With the deadline for new HMDA collection and reporting requirements and timelines approaching, we are continually working to get Encompass ready so you can stay ahead of the game and comply with confidence. Encompass 17.3 is coming this summer with several enhancements, including:

         New updates to support 2018 HMDA changes, including support for repurchased

          Construction Management updates
                o    LTV updates
                o    New disclosed purchase price
         FHA 203(K) updates  
                o    New popup for Existing Debt calculations
       Ability for TPO users to manage correspondent trades
         New Correspondent Purchase Advice features

Read the release notes for a sneak preview.

New Resource Center Search: Find the Info You Want Faster

Based on user feedback and research, we just made some significant improvements to the Resource Center’s Search function. The new search parameters are comprehensive, thorough, and customizable, and include:

         A menu-assisted search option if search assistance is needed
         Advanced search options that can be accessed using specialized search

     •    Natural-language search that allows you to ask direct questions

And we’ve added a comprehensive search of Knowledge Base articles, Guides, Manuals, and other docs – and webinars can now be displayed all on one page.
Users love it:

         "The advanced feature is really nice for being able to focus in on your exact
            needs." - Samuel Marshall, Deephaven Mortgage LLC
         “I will definitely leverage this service, it opens up a lot more search options” - Marc
          Sandler, First Savings Mortgage Corporation

Try the new search out now in the Resource Center.

On-Demand Webinar: Automate Product and Pricing

You know that manual processes for finding products and pricing are slow and inefficient, and using a solution that’s not integrated with Encompass® can result in pricing errors, bad data, and compliance nightmares. You need to learn how to automate, so we recorded a recent webinar – now available on-demand - examining how our automated Encompass Product & Pricing Service works with Encompass. Discover how it helps ensure data accuracy and compliance with a single system of record, and how the integrated AllRegs investor guidelines can help secure the best product selection. Take a look.

Get Your LOs Moving with Encompass Loan Officer Connect

Imagine your loan officers meeting borrowers for coffee and completing an application in between sips. Think about an LO ordering a credit report and reviewing FICO scores with a borrower during an open house. What would being able to deliver that level of priority, prompt service do for your business?

Find out with Encompass Loan Officer Connect™. Now available and easy for system admins to enable, this extension of Encompass gives LOs the power to create and update loans and stay in touch with contacts from any mobile device.

Watch our keynote demo from Experience 2017 to see a hands-on demo showing how it can help you keep loans moving from any device.

Encompass Consumer Connect: Engage Customers in a Whole New Way

Encompass Consumer Connect™ is available, and ready to help your company engage customers in a whole new way. Set it up, help turn browsers into borrowers, then keep them informed and confident while accelerating and simplifying the entire loan process. They can:

         Easily walk through and complete mortgage applications
         Conduct research, access rates and request information 24/7
         Securely send and receive documents
         Run their own credit reports and online verification of assets

Get going. Click below to find the documentation you need to successfully set up and use Encompass Consumer Connect.

New Webinar Shows How to Improve TPO Productivity/Profitability

A new Ellie Mae webinar, now available on-demand, shows you how Encompass TPO Connect™ can help you put new juice into your wholesale and correspondent channels. Watch it now for an overview of the new solution and see how it can improve TPO productivity and profitability.   

Get Noticed, Build Relationships, and Close More Business with Encompass CRM

Where can you track sales opportunities, educate prospective clients, stay connected with past customers, and create stronger business partnerships — all in one place? Encompass CRM™.

Encompass CRM’s library of diverse, high-quality marketing collateral helps you stand out from the crowd and position yourself as the expert in your market. 

         Leverage automated campaigns
         Build your social presence
         Keep customers and agents updated
Over 77% of our Encompass CRM users helps them build relationships, grow their business, and stand out from the competition.

Veros’ Sapphire valuation platform available in Encompass

Veros’ Sapphire valuation management platform enables Encompass users to order appraisals from their own panel of appraisers or AMCs and manage those providers in Sapphire to drive quality and efficiency in the loan origination process, while never losing connectivity with their Encompass workflow.

         Lenders can engage their vendors directly, utilizing routing and review rules specific
          to their organization within Veros’ Sapphire system.

         Users will appreciate the direct influence on transparency, fees, timelines, and
          overall quality control because Sapphire can manage orders incorporating both
          system- and customer-specific validation rules.  

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