System Optimization

Enhance Encompass’ capabilities to originate and close loans and top speed.

Offerings include:

  • Customization Analysis – Includes the evaluation of current customizations and provides recommendations for improvements.
  • Dynamic Data Mapping (DDM) – Assists customers with this new Encompass functionality and provides recommendations for leveraging within their production environment.
  • Input Form Builder – Provides support for creating custom and advanced input forms, based on a customer’ business requirements or desired workflow.
  • Encompass WebCenter™ & Encompass Consumer Connect™ Initiatives – Assists customers with configuration of Encompass WebCenter or Encompass Consumer Connect.
  • Leveraging Services through Encompass – assist clients with configuration and testing, development of job aids, and tracking and reporting for applicable services including DU, EarlyCheck, LPA, LQA, TQL, Day 1 Certainty, as well as Automated GSE Services Ordering for DU and EarlyCheck, LPA, LQA.
  • eFolder Optimization – Evaluates and updates documents, conditions, stacking templates, document export templates to optimize document management.
  • Reboot – Want to start from scratch? We can help.


“Bringing the Health Check in was key for us to identify the business rules, milestones and process flows that make the most sense to maximize the efficiency for our teams. And we couldn’t have been happier with the process.”

Dale Livingston
Kohler Credit Union