Advisory Consulting » Testimonials


“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.”

Tim Finer

Hills Bank & Trust Company


“Our advisor was very knowledgeable and professional, she was able to help us troubleshoot existing issues that we were having with the Encompass software. We needed to clean up the original set up of the software and they were able to assist us in starting from scratch.”

Teresa Greve

F&M Bank


“Our advisor was a pleasure to work with. She was patient, explained each setting, educated us, provided best practices, and answered our many questions. The experience has totally reshaped how we view the system's set up. Our only regret is that we didn't do this sooner (or that we couldn't keep our advisor a bit longer!).”

Michelle Miragliotta

First Hope Bank


“Our advisor was very patient. He moved as fast or as slow as I needed. He was organized, very knowledgeable and made some very good suggestions. I would definitely work with him again.”

Eric Hoffner

StrongBox Home Loans


“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 Mortgage Financial Group


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

Shara Wessel



“Our consultant not only showed us what the industry benchmarks were, but how trimming the number of personas we had in place would help performance. Those little changes made a big difference.”

Mark Langhans

Union Home Mortgage


“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


“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


“Our consultant knew Encompass inside and out and took the time to offer some pointers to our end users to make their jobs a little easier.”

Robin Ferguson

Denali Federal Credit Union