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Encompass® Automation Services

We leverage custom APIs to inject automation into your loan originating system.

With powerful features that can significantly upgrade the entire loan process and drive business success for lending institutions, ATI’s automation solutions can act as nos for your Encompass engine.





    Custom Encompass® Automation by Awesome Technologies

    Our AI-powered automation solutions enable your organization to harness the full potential of Encompass to simplify complex tasks. Encompass process automation empowers your team to focus on high-value activities while our automation tools handle repetitive and time-consuming tasks.

    With our customized automation solutions, you can streamline as much of the loan origination process possible, from application submission to underwriting and closing. Mortgage companies looking to optimize their operations and improve customer satisfaction can always find value in leveraging our automation tools integrated for Encompass.

    Let ATI Automate Your Encompass® Instance

    Artificial Intelligence (AI)

    Automated document processing

    AI can analyze and extract relevant information from documents, such as income statements, tax forms, and bank statements, to streamline the data entry process.

    Intelligent decision-making

    AI algorithms can be employed for credit risk assessment and determining borrower eligibility, helping lenders make informed lending decisions faster.

    Chatbots and virtual assistants

    AI-powered chatbots can assist borrowers by answering their queries, providing information about loan products, and guiding them through the entire application process.

    Smart underwriting strategies

    Predictive analytics can be applied to evaluate creditworthiness and assess the risk of potential borrowers. The system can analyze extensive data sets and generate accurate risk assessments to support underwriting decisions.

    AI-Driven document generation

    AI-powered systems can automatically generate essential documents, such as loan agreements, terms and conditions, promissory notes, and other legal paperwork.

    Robotic Process Automation (RPA)

    Data reconciliation

    RPA can be used to compare data across different systems and ensure consistency. For example, the bot can reconcile information between the LOS and other databases to avoid discrepancies.

    Customer communication and follow-ups

    RPA bots can handle routine communication with borrowers, such as sending reminders, status updates, or collecting missing information.

    Workflow management

    RPA can optimize the loan processing workflow by automatically routing tasks to the appropriate personnel, flagging exceptions or errors for review, and ensuring that each step is completed efficiently.

    Post-closing activities

    After the loan is approved and closed, RPA can help automate certain Encompass post-closing tasks such as data archiving, generating reports, and updating information in relevant systems.

    Exception handling

    RPA can be programmed to identify and handle exceptions or errors that occur during the loan application procedure, ensuring that these issues are resolved promptly.

    WE MASTER EVERYTHING ENCOMPASS®

    Whether you’re venturing into Encompass® for the
    first time or seeking to refine your current configuration,
    count on us for exceptional solutions

    Encompass Automation (AI, RPA, APIs)

    Leverage the power of AI, & RPA to automate repetitive tasks, reduce errors, and accelerate loan processing. Embrace the future of mortgage technology.
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    Encompass Integrations

    Unify your mortgage ecosystem. Integrate your Encompass® instance with third-party applications, services, and systems to enhance its functionality.
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    Encompass API Development

    Ensure smooth data flow and real-time collaboration, empowering your team to work effortlessly across platforms. Experience unparalleled flexibility and efficiency.
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    Encompass SDK Development

    Customize Encompass® according to your business vision. We can develop tailor-made Encompass® solutions, extending the current system’s functionality to align with your company’s goals perfectly.
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    Encompass Optimization

    Experience a new level of productivity and precision as our experts fine-tune your Encompass® instance to match your specific requirements. Say goodbye to inefficiencies.
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    Encompass Implementation

    Fuse this powerful solution into your workflow. Our certified professionals will guide you through every step, ensuring a swift and successful Encompass® adoption.
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    Our Hand-Crafted Plugins & Solutions Make Your Encompass® Instance Better

    EXPLORE ALL

    AN ABUNDANCE OF TECHNOLOGICAL DELIGHTS

    Discover the transformative power of these incredible tools that fit into your loan-originating system. Built with security and compliance in mind, our plugins adhere to industry standards to safeguard sensitive loan data.

    Fields Update
    Using XML

    Bulk Importer

    Assign role to eFolfer Doc

    Property Address USPS Validation

    Form Search & Navigation

    Custom Reports

    Cenlar Servicing

    Report Scheduler

    Noti-Fire

    Round Robin Role Assignment based on Rules

    Auto assign Loans to Branch Managers & Regional Managers

    Auto Conditions – XML based criteria

    Move Lock Confirm Doc to eFolder

    Log Milestone completion times in Business Hours

    Loan Status Update Form/Document for Agent partners

    Save Event designed to handle certain use cases e.g. Folder Move

    Data & Document Extractor

    PreQual Form

    Limiting Services

    FHA Case Binder

    Adverse Action complete workflow – includes everyday emails and file moves without...

    Home Counseling Zip Code API

    Knock Knock

    Notice of Assignment Form/Loan Assignment Manager

    Organizational Details/ Update Fields Using Branch Description

    Cenlar Servicing

    Mortgage Loan Origination Systems We Serve

    Our experts can work on every major LOS to make your mortgage operations swift.

    Looking For Something Else?

    Find answers to common questions about our Encompass® Automation Services
    Encompass Automation Solutions refer to the implementation of RPA & AI within LOS. These services utilize software bots to automate repetitive and rule-based tasks. The benefits for your business include increased efficiency, reduced manual errors, faster processing times, enhanced data accuracy, and improved customer service.
    Processes like data entry, compliance checks, workflow management, customer communication, and more can be automated using these services. Essentially, any repetitive and rule-based tasks within the Encompass LOS can be automated.
    Yes, Automating Encompass can be beneficial for businesses of all sizes. Whether you are a small, medium, or large enterprise, automating repetitive tasks can deliver significant advantages.
    Yes, we provide custom Encompass automation to match your unique business requirements. RPA implementations are highly flexible and can be tailored to fit your company’s workflows, regulations, and business logic.
    If there’s anything else you’d like to know, feel free to reach out.

    Encompass® APIs

    APIs are vital in integrating AI and RPA capabilities into the existing LOS platform.

    AI APIs

    These allow AI models to be integrated into the LOS system, enabling tasks like document processing and decision-making.

    RPA APIs

    These enable the seamless connection of RPA bots with the LOS platform, automating various tasks and workflows.

    These technologies, combined, result in automated Encompass workflows that enhance efficiency, reduce manual labor, improve data accuracy, and provide a better borrower experience. Embrace the future of lending and get ahead of the competition. Contact us today to discuss how we can transform your lending operations.
    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.
    Lance Logan
    Lance LoganCOO - 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.
    Lawrence Lebron
    Lawrence LebronFormer 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.
    Northern Mortgage
    Northern MortgagePava 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.
    Mark Todd
    Mark ToddNational Sales & Client Services Manager
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