Health Check

Keep Encompass operating at full potential. Let the experts who know Encompass the best help you keep your Digital Mortgage Solution and business operating at their full potential.

An annual Health Check will:

  • 1. Review all administrative settings in Encompass®
    2. Review Admin tool settings
    3. Examine and optimize workflows to help improve efficiency
    4. Provide documentation on findings and recommendations
  • Service Devliery - Minimum of five days onsite or offsite. Recommended annually.
  • Price - Pricing varies based on the scope of your project. Contact your relationship manager for more information.
  • Health Check Packages:
    Base: Standard one-week Health Check
    Silver: Includes Base package plus up to 26 hours of follow-up time to implement recommendations
    Gold: Includes Base package plus up to 64 hours of follow-up time to implement recommendations
    Platinum: Includes Base package plus up to 100 hours of follow-up time to implement recommendations

Resources

“The health check went well and accomplished the goals intended. Now we just need to work on implementing the items discussed over the coming year.”


A.J. Franchi
Goldstar Morgage Financial Group