ENCOMPASS PLUGINS

Plugins can be a vital part of any system and can help with almost anything you want to automate or simplify. However, if they are not done correctly using the existing functionality of the system they can do more damage than good. All of our plugins are LOS agnostic and use the existing system architecture to ensure long term functionality of the plugin with little or no change to the code.

Benefits
  • Simplify procedures and processes.
  • Eliminate the need for complicated tasks and business rules.
  • Automate manual procedures within the LOS and other systems.
  • Identify, collect and analyze any data in any database.
  • Conditional workflow management.

Bulk update and insert your Encompass data hassle-free in less time.

Encompass data can be modified based on compliance requirements, correction of existing data, or changes in your business necessities. Our Bulk Importer is the most efficient tool to complete this process to multiple fields and files. You can create an Excel file yourself or export any Encompass report in CSV, make the required changes to that Excel or CSV file, and import the data back through the system with a few simple mouse clicks.

Benefits
  • Update Data At-Once: Just populate your CSV or Excel file and update a select group of loans or all Encompass loans at-once.
  • Save Time: Let the plugin do the laborious tasks for you. You can spend your time doing more strategic work than keying in data.
  • Direct from Encompass Report: You can export the data from an Encompass Report, perform the required changes, and then import back into Encompass.
  • Any Field / Any Loan File: By using this tool you can change as many fields as you like in thousands of Loan Files.

Export data from Encompass in Excel, CSV, or TXT formats with documents.

Our Data Extractor can export data from Encompass in Excel, CSV, or TXT formats. This application will also export the documents from your loan files either as a single PDF file or a ZIP container file. This application will help save you time by providing you with accurate data in a format that is required. The XML based configuration is very flexible and can create different export templates with ease and can be reused as needed. In addition, you can upload any list of loan numbers in Excel or CSV format and extract all data and documents for those specified loans.

Benefits

  • DU32 File Export: Data Extractor Tool can export the loans in DU32 Format.
  • CSV / Excel / TXT Export: You can export the loan data in either Excel, CSV or TXT.
  • Document Export: By using this tool you can pull documents for multiple files with a click of a button, saving you the time and resources of having to do it manually.
  • Bulk Loan Numbers: Create a loan list in Excel or CSV format, and export only the loans which are provided in Excel or CSV file.
  • Custom Export Template: This tool is fully customizable so you can create several templates you can reuse to create files.

Automated email messaging system to keep stakeholders informed.

Regardless of the size of your organization you need good communication with accurate timing, influence and correspondence to the right person at the right time.

Think of how often you communicate with people during your day. You write emails, facilitate meetings, participate in conference calls, create reports, devise presentations, debate with your colleagues… the list goes on.

Business operations and customer satisfaction are entirely dependent upon communication with perfect timing? Loan notifier is an intelligent, customized email notification and messaging system based on trigger events that can be coupled to just about any field in your LOS database.

You can associate one or numerous roles from your LOS to receive the emails, and have full control to edit the subject and text of the email content in a rich text editor. You can also insert web links and even live loan-level data from your LOS into your subject and text.

Benefits

  • Ensure the deliverance of steady and timely messages, keeping your customers, buyers, and creditors connected.
  • Increase the effectiveness of internal communications by making more efficient use of staff time.
  • The automatic notification system keeps your staff connected at all times.
  • Bridge process and gap work flow at any level of the company.
  • Increase message reliability and loyalty for customer relationships.
  • Sending automated notifications through the LOS System can begin immediately once the application is installed.
  • Light footprint and can be installed on a shared or virtualized server.
  • No programming experience is required to configure the application or emails.

Get your underwriting and closing departments an efficient tool.

One core responsibility of an Underwriter is queuing and verifying loans. Loan Queuing System helps underwriters perform the queuing and sequencing of loans painlessly with a couple of mouse clicks. Multiple search criteria also enable the underwriter to search for loans in a timely manner.

Benefits

  • Separate List of Loans Waiting for Underwriting: All loans waiting for underwriting will appear in one view where the user can swap the order of their own loans.
  • Separate List of Applications Waiting for Closing: All loans waiting for closing will appear in one view where the user can swap the order of their own loans.
  • Heightened Security: User level security, separate user/admin logins, admin can add/edit/remove users and change their status to ensure tight security.

Provide a 1003 interface to your clients and get data directly to your LOS.

This web-based, secure application will take care of all of your online 1003 application needs and simultaneously connect with your LOS.

Your borrower will instantly be able to sign-up and begin a self-explanatory form within 10 seconds. The borrower will have the flexibility to save their form whenever they want to pause their application and continue upon their discretion. You can modify the theme of the online application to match your corporate color scheme, even customizing it to include your company logo.

The application will allow borrowers to select their preferred Loan Officer (LO) and as soon as the one is selected, it will be previewed on the LO’s pipeline. At each milestone of the process, personalized emails can be automatically generated through the system. All of this will be available within an https secure environment. All the data will reside on your own servers to minimize vulnerabilities of data security.

Benefits

  • Application is able to use 128-bit encryption for security of the data transmitted.
  • The website is customizable to match your corporate identity by changing colors and logos.
  • Separate Loan Officer view, will enable the LO to handle the application as soon as the borrower initiates it.
  • Importing data to LOS is swift and easy.
  • Lower bounce rate because the application can be saved by entering minimal data from the borrower.
  • Email messages are customizable for a case by case basis.
  • The borrower can save the form multiple times throughout the process, which enables them to complete it at their convenience.
  • Comprehensive print option enables the users to review their online forms while they are offline.

Export data from Encompass in Excel, CSV, or TXT formats with documents.

Our Data Extractor can export data from Encompass in Excel, CSV, or TXT formats. This application will also export the documents from your loan files either as a single PDF file or a ZIP container file. This application will help save you time by providing you with the required accurate data and in a format that is required. The XML based configuration is very flexible and can create different export templates with ease. These templates can be reused as needed. You can also upload a list of loan numbers in an Excel or CSV format and extract data and documents for the specified loans. This plugin will give you an instant ROI by saving lots of man-hours.

Instant Benefits

  • DU32 File Export: Data Extractor Tool can export the loans in DU32 Format.
  • CSV / Excel / TXT Export: You can export the loan data in either Excel, CSV or TXT.
  • Document Export: By using this tool you can pull documents for multiple files with a click of a button, saving you the egregious task of having to do it manually.
  • Bulk Loan Numbers: Create a loan list in Excel or CSV format, and export only the loans which are provided in Excel or CSV file.
  • Custom Export Template:The tool is customizable you can create several templates which you can reuse to create files.

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Awesome Technologies Inc. is a full managed services company built to help clients navigate the ever changing world of mortgage technology.

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Dallas, TX 75235

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