When it comes to mortgage technology, it’s not so easy to determine what you need and what you don’t need. Unfortunately, many mortgage providers who use Ellie Mae’s Encompass find themselves plugging in tools they don’t need, while overlooking the ones they do. If that’s you, you need a mortgage technology consultant to point you in the right direction in order to ensure that you are using Encompass as effectively as possible.
Using Encompass Effectively
Because Encompass is such a highly customizable tool, it can be easy to misuse it. Some people see these customizable options and attempt to utilize them without fully understanding their purpose or the right ways to implement them. Users can therefore get themselves into some traps through bad designs and bad practices, creating inefficiencies that can lead to complications and disorganization.
Mortgage providers who do have a solid environment in Encompass, on the other hand, clearly spent a lot of time researching their options. As a result, they are better able to use Encompass to reinforce or enhance their work flow as effectively as possible.
How a Mortgage Technology Consultant can Help
A knowledgeable mortgage technology consultant can thoroughly explore your technology needs in order to bring you back into best practices. The consultant can help you eliminate unnecessary steps and tools and incorporate more effective technology solutions.
Another important reason to ask for help is because mortgage providers must be careful about what types of tools they decide to use. The best mortgage technology consultants stay on top of what’s going on in the mortgage technology world, so they can help users avoid installing tools or customized solutions that may become defunct within a couple of years, resulting in an incredible waste of money and resources.
To learn more about how to use Encompass as effectively as possible, contact us through our Clarity Technologies website or by phone at (480) 418-3428. We can help you pinpoint what you need and what you don’t, helping you improve processes while eliminating wasted time.