Mergers & Acquisitions

Leverage years of mortgage industry and Encompass expertise to get critical support for navigating mergers and acquisition challenges surrounding timing, organizational structure, technology migrations, loan pipelines, and vendor management.

We provide support for:

  • Due Diligence – Understand the impacts to your loan origination system, workflows, processes, and related technology for a pending M&A transaction.
  • Gap Analysis – Uncover critical gaps between the two companies’ loan origination system workflow and configurations, or between existing and target states for applicable customers. 
  • Process Reengineering – Properly assess current Encompass settings and configurations to help improve workflow efficiency and automation. Also includes a reboot or reimplementation, if needed.
  • Broker to Banker Conversion – Simplify your move from a broker to banker technology platform and be able to fully leverage the capabilities of your new solution.


“I don’t have all the answers for the technology. I know this business like the back of my hand, but what I don’t know is how the technology works. Which is why I have to rely on a partner I can trust in-that’s Ellie Mae.”

Marcy Lindhout
Chemical Bank