Operational Readiness

Get the expert insights you need to make sure you’re operating like a modern mortgage lender.

Offerings include:

  • Incremental Activities to Support Implementation – Provides support needed beyond basic Encompass implementation, including for business rules, input forms, and additional products/programs.
  • Advanced Configurations – Assists existing Encompass customers with system configurations for business rules, custom input forms, and additional products/programs.
  • Going Paperless – Provides analysis and configuration of Encompass and the Encompass eFolder to support a paperless workflow.
  • Reports & Dashboards – We’ll create and configure Encompass reports and dashboards, KPIs, and productivity metrics to drive operational efficiencies.


“The Health Check process was great, and I can’t say enough about our consultant and the Ellie Mae team.”

Shara Wessel