Sometimes you just need an experienced partner in your life. We know that because we have been the person looking for that partner.

The only bad question is the one not asked. We know learning Encompass® is not easy, and it is made especially difficult when you do not have someone to reach out to whenever you need help with something you did not know you would need to know how to do.

It is also important to learn - learning to become an Encompass® takes dedication, time and mostly experience.

The Encompass® Admin Partner service allows us to help you with specific issues, but mostly to help you learn each and every time we meet.

Whether it is your first time or the next, we are here to help. We can act as your guide or take the reigns and get everything done for you…your choice. We don’t stop until you fund your first loan, and then we stay with you afterward to ensure you are A-OK. We take your success personally, so we want to ensure your implementation 100% smiles and high-fives. Here is what to expect from the service:

Schedule and conduct project meetings and provide best practices for successful configuration, testing, and deployment

Guide your team through the implementation project phases from introduction to completion

Provide consultative guidance and training for your system administrator to help you fully leverage the power of the ICE Mortgage Technology™ Platform

Maximize your ROI with support from our consultants to align your business process with ICE Mortgage Technology’s suite of products

A complete review of your Encompass® settings including:

Encompass® settings

Admin Tools

Consumer Connect site settings (if applicable)

TPO Connect site settings (if applicable)

An estimated total of 6 hours is usually spent with your team 1:1 during the review process

All parts of the review are recorded and documented for your review

Collaborative project and task tracking

You need to know what's going on with complete transparency in the support workflow. Today we are launching the Omnichannel support platform we call "Encompass® Daily Support by Mortgage Workflow Partners" for Users and Administrators of the Encompass® platform by ICE Mortgage Technology™.

Here is what to expect in this custom engagement:

• Business Rules

• Custom Print Form

• Custom Input Form

• Custom Fields with calculations

• Dedicated Weekly 1:1 meetings to review planned and completed work

• Assurance that the Borrower is receiving the correct disclosure at closing for the reduced monthly payment due

• A dedicated and experienced professional to guide you through each step to prepare Encompass® and your team

• Provide consultative guidance and training to you to help you fully launch your Temporary Buydown Loan Program

This is a month-to-month subscription

The Encompass® Review & Support includes all of the benefits from Corporate/Team Engagement, except you now have a Encompass® settings review with recommendations and Encompass® support with HOK – “Hands on Keyboard”.

This engagement is meant to augment and provide support to your existing Encompass® Administrator(s) and not replace them.

1:1 calls each week

Company workflow review with recommendations

Technology review with recommendations

Encompass® settings review with recommendations

Encompass® support with HOK – “Hands-on-Keyboard”

Collaborative project and task tracking

The Workflow and Technology Review with Recommendations include a complete review of your workflow and the technology you use. The review results are documented with recommended next steps into a collaborative project and task-tracking platform for you to use.

This subscription does NOT include any “Hands on Keyboard” support. This engagement is meant to augment and support your existing Encompass® Administrator(s), not replace them.

What is a Task-based workflow? - It is a methodology that focuses on tasks and their sequence so the workflow is efficient and organized. This is especially important for those involving repetitive or high-volume tasks. This task-based workflow can reduce labor costs and speed up operations. Essentially, it’s a set of sequential tasks that allow mortgage operations to quickly and efficiently complete the loan origination process.