Encompass Admin Services
Encompass can make a noticeable impact in the way your organization’s system performs to generate better loans, improve operational workflow, and increase sales. While Encompass is an efficient system, an Encompass Certified Administrator can help maximize the returns by using the software to improve pipeline workflow.
The Commonwealth Group offers a variety of Encompass Admin Services. We offer Encompass Administration Services on a low-commitment, contract basis. Interested in more? Contact us for a private consultation for your organization’s specific needs.
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One on one and group training session(s) to maximize user performance in the system
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Work with direction from internal mortgage department personnel to translate requirements into Encompass Workflow
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Create and manage company/user setups, roles, and personas. Includes password resets/account unlocks.
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Audit user access to ensure that organizational hierarchy within the system is updated and system access is appropriately assigned for current, new, and past users.
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Automate work with advanced business rules to ensure accuracy
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Generate and maintain reports; both general and custom for different business groups.
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Create specific design and solutions for system workflows, pipeline views, input forms, reports, dashboards, and print forms
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Ensure that system critical updates and releases do not negatively affect the organizations Encompass environment
Our Encompass Admin Services Include: