Faster and Easier
Companies that witnessed our AWESOME services!
Review our mortgage-ready solution suite
Bullseye, E-Compensate & Switch
Bullseye Metrics is the ideal BI solution that can be adapted to any business type, industry and system. It provides real time, focus and intelligence to all your organizational processes.
Employee Commission & On-boarding Management software is the only commission software you will ever need. You can create & maintain compensation plans and make your Sales Team happy with transparency. No coding, spreadsheets or professional services. Just a happy Sales Team.
PRODUCTS & PLUGINS
Our plugins make your processes Faster,
Smoother & Safer
Assign role to eFolder Doc
FHA Case Binder
Assign role to eFolder Doc
Form Forward/Back Button
Property Address USPS Validation
Save Event designed to handle certain use cases e.g. Folder Move
Data & Document Extractor
Notice of Assignment Form/Loan Assignment Manager
Round Robin Role Assignment based on Rules
Organizational Details/Update Fields Using Branch Description
Autoassign Loans to Branch Managers & Regional Managers
Home Counseling Zip Code API
Move Lock Confirm Doc to eFolder
Log Milestone completion times in Business Hours
Loan Status Update Form/Document for Agent partners
Update HMDA Credit Score for Multiple Borrower Pairs
Adverse Action complete workflow – includes everyday emails and file moves without opening loans.
OUR TECHNOLOGY & SERVICES
We uphold the latest stack of tools technology to
deliver you up-to-date solutions with consistency.
ATI have been very effective in listening to our needs and then converting those ideas into actual results and processes in Encompass. Team’s experience in the mortgage industry with other companies has also helped. We believe we have avoided some delays and missteps by getting their feedback on what has and has not worked in the past.
COO - Great Western Financial Services
Based in Southern California, our mortgage company experienced exponential growth over the last 18 months and it would not have been possible had it not for ATI. Their contribution in automation tools and customization allowed us to manage our growth and reduce risk.
Former CIO of a mortgage company
We worked with ATI on several projects and tasks. They were very attentive to our situation and needs. When presenting our issues they worked to provide solutions to improve our operations.
Pava J Leyrer CMC, CRMS, CMP | Chief Operating Officer
In my tenured experience with ATI, I am unaware of a missed expectation. I continue to refer their services because our clients tell us, “They delivered what they promised.” Additionally, team-members are consummate professionals, and it’s with great confidence that I refer their services.