Custom Solution Resource

Encompass is a powerful, industry-leading loan origination platform, but its true strength lies in its unparalleled customizability. From native tools and APIs to bespoke integrations, Encompass can be tailored to meet the unique needs of your business. At LOS Answers, we specialize in Encompass customization services that transform your lending workflows, automate time-consuming tasks, and enhance your operational efficiency.

Why Customize Encompass?

Every mortgage business operates differently. Off-the-shelf solutions may work, but they rarely provide the precision and scalability required for optimal performance. With Encompass customization, you can:

• Automate repetitive tasks and reduce human error.
• Streamline workflows for faster processing.
• Ensure compliance with dynamically evolving guidelines.
• Leverage data for better decision-making and strategic planning.

When implemented effectively, these customizations unlock unparalleled efficiency and enable your business to thrive in a competitive market.

Examples of Encompass Customizations

Customizations for Encompass aren’t just theoretical—they can directly impact your daily operations and strategic goals. Below are some examples of how we’ve helped clients transform their processes:

1. FEMA Database Integration

Imagine a scenario where you need to review your loan pipeline against FEMA’s database for disaster-affected areas. A customized solution can:

• Automatically identify impacted properties.
• Notify the relevant parties of the need for additional inspections.
• Place inspection orders directly through Encompass. This automation not only saves time but ensures compliance with regulatory requirements, safeguarding your business from risks.

2. Dynamic Forms Based on Loan Programs

Tired of forms cluttered with irrelevant fields? With Encompass customization, we can create dynamic forms that:

• Display only the fields relevant to the selected loan program.
• Simplify the user experience for loan officers and operations staff.
• Reduce clicks and improve efficiency.

3. KPI Tracking for File Quality

Monitoring file quality is crucial for maintaining high standards. We can help you set up custom KPIs that:

• Grade file quality as loans progress through milestones.
• Identify gaps or errors early in the process.
• Provide actionable insights to improve team performance.

4. External Data Integration with a Data Lake

Do you need an external copy of key loan data for advanced analytics or reporting? A customized integration can:

• Extract critical data from Encompass.
• Feed it into your existing data lake or analytics platform.
• Enable richer insights into business trends and performance metrics.

5. Health Checks for Loan Compliance

Keeping loans compliant is non-negotiable. Our customizations can include:

• Automated health checks to verify loans meet all guidelines.
• Alerts for redisclosures, expiring documents, or loan lock expirations.
• Proactive notifications to avoid costly delays or errors.

6. Web Contact Form Integration

Want to create loan applications directly from your website’s contact forms? With Encompass customization, you can:

• Capture data submitted via your website.
• Automatically create a new application in Encompass.
• Streamline the borrower onboarding process and improve lead conversion.

7. CRM Integration for Enhanced Automation

Connect Encompass with your CRM to create a seamless experience for your sales and operations teams. Examples include:

• Pulling data from Encompass to update customer records in real time.
• Automating follow-ups or notifications for key loan stages.
• Enhancing customer experience with personalized communication.

Maximizing Your Investment in Encompass

Investing in Encompass is an investment in your business’s future, but without customization, you’re only scratching the surface of what the platform can achieve. At LOS Answers, we help you leverage Encompass's flexibility to:

• Simplify workflows.
• Improve operational efficiency.
• Enhance the borrower and team experience.

Our Process

When you partner with us for Encompass customization, we follow a proven process designed to deliver exceptional results:

1. Discovery and Goal Setting
   We begin by understanding your goals, values, and operational challenges. This allows us to align customizations with your vision and create a roadmap for success.
2. Development and Implementation
   Our team of certified Encompass experts develops and implements custom solutions tailored to your needs. From API integrations to automation scripts, we build workflows that enhance efficiency and deliver measurable results.
3. Testing and Training
   Customizations are rigorously tested to ensure reliability. We also provide comprehensive training to ensure your team is equipped to make the most of the new features.
4. Ongoing Support
   Even after implementation, we remain a trusted partner. Whether you need      troubleshooting, further customization, or updates as your needs evolve, our team is just a call away.

Why Choose LOS Answers?

With years of experience in the mortgage and lending industry, we understand the challenges you face and the solutions that work. Our expertise in Encompass customization ensures:

• Seamless integrations with existing systems.
• Scalable solutions that grow with your business.
• A partner who is invested in your success.

Let Us Implement Your Vision

Ready to take your lending operations to the next level? Encompass customization opens the door to powerful automation, improved workflows, and an exceptional customer experience. At LOS Answers, we don’t just customize Encompass; we customize it to work for you. We simplify the process.

Contact us today to discuss your needs and discover how we can help transform your business with our Encompass customization services.