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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Biz Rule Analyzer enables users to efficiently search through all business rules, form code, and customizations within Encompass. It helps identify all rules, field triggers, advanced code, and form code that correspond to specific messages or field accesses/sets. Additionally, it can save larger teams a significant amount of money by facilitating collaboration on projects, allowing team members to track each other's progress and identify potential discrepancies in business rules, forms, and other coding elements. By utilizing these features, you can greatly enhance your return on investment in Encompass: streamline routine processes, boost operational efficiency, ensure better compliance, shorten loan closing times, and dedicate more attention to expanding your business rather than resolving issues. Furthermore, it aids in maintaining a uniform Encompass version and plugin deployment across the entire organization while also consolidating multiple documents and transferring all attachments from source documents into a single destination document. This comprehensive tool ultimately fosters a more cohesive working environment and drives overall productivity.

Description

Streamline your loan journey from initial contact to final approval, seamlessly connecting with your current LOS platforms such as Encompass and CALYX. Enhance your operational productivity by saving valuable time and accessing crucial information swiftly and in real-time. Solidify your market presence in a competitive landscape by utilizing tools that set you apart. Stay ahead of your rivals with user-friendly marketing resources. Gain insights into all your key performance indicators at the loan officer, branch, and company levels through daily, weekly, or monthly views. Enjoy straightforward setup and configuration to synchronize lead, loan, and partner information across systems like Encompass. Efficiently distribute leads according to business rules or current capacity. Oversee partner data, communications, and marketing campaigns effortlessly. Initiate and manage campaigns with intuitive templates and group functionalities. Effectively handle leads by monitoring their activities and updates in one centralized location. Automate status notifications for borrowers, realtors, and loan officers at each step of the loan process by utilizing a variety of triggers, ensuring everyone stays informed and engaged. By implementing these strategies, you can revolutionize your loan processing experience and drive better results for your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Calyx Point No 
Encompass No 

Integrations

Calyx Point Yes 
Encompass Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EncompDEV

Founded

2013

Country

United States

Website

www.encompdev.com

Vendor Details

Company Name

Techniecode

Country

United States

Website

www.techniecode.com/mortgage-simplify

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management Yes 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing Yes 
Online Application No 

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Alternatives

Alternatives

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