System Assessment

Encompass not performing like it used to? Workflow just not working? Let our experts get to the heart of the matter so you can close loans faster and speed ahead of the competition.

Offerings include:

  • Encompass Health Check – Get an in-depth review of your workflow and Encompass configuration, along with detailed recommendations for improvement. Recommended annually.
  • Workflow Review – Have your current or desired workflow examined and receive recommendations for true operational and digital mortgage efficiency.
  • Settings Review – Ensure your Encompass settings are properly aligned with your business and lending models.


“We introduced 10 different plug-ins this year, releasing each one as soon as it was built, instead of waiting for all 10 to be completed,” Franchi said. “The Health Check showed us that, by consolidating these into one plug in, we could reduce application load times by about 30 to 45 seconds. Those seconds really add up.”

A.J. Franchi
Goldstar Morgage Financial Group