Everything your loan officers need, in a single solution
Encompass LO Connect is a complete solution for distributed retail loan officers that leverages data and automation to enable maximum productivity enables them to maximize productivity across their entire workflow from anywhere, at any time for their entire book of business.
- Increase sales productivity by automating lead distribution, task assignment and streamlining sales opportunity management
- Originate loans with ease by enabling your loan officers to easily take applications, order services, compare loan scenarios and send eligibility letters from anywhere
- Keep loans moving forward and reduce time to close with real-time status updates and alerts and a seamless eSign experience
- Deliver more timely, relevant communication to borrowers across the entire customer lifecycle with personalized text and email communication that leverages real-time data from your LOS
- Manage your entire pipeline from a single system of record and report on all of your sales opportunities and loans in one place
Drive more business, originate more loans and deliver better borrower experiences with less effort
Say goodbye to manual sales workflows that take your loan officers away from revenue generating activities and lower customer satisfaction. LO Connect’s intutive design and powerful automation helps your loan officers accomplish common tasks with ease, including:
Provide your loan officers with a unique advantage
- Leverage an extension of Encompass tailored to the needs of your loan officers
- Leverage Encompass data for more personalized communication
- Automated sales workflows to efficiently complete sales tasks and quickly engage borrowers
- Automated text and email communication across the customer lifecycle
Always compliant. Always secure.
Execute with confidence, trusting the highest levels of security and compliance throughout the loan lifecycle.
Persona rights and system admin access controls
Multi-factor authentication and device-level access security
All data stored and accessed via secure https connection
"We’ve saved six to eight hours in production time per loan by eliminating what used to be dead time."
Tony TarantoLending Manager
Securityplus Federal Credit Union
"If I was talking to an enterprise or mid-sized lender that didn’t use Encompass LO Connect, I’d ask, ‘What are you waiting for’?"
Corban WellsProduct Manager and Systems Administrator
Primary Residential Mortgage, Inc.
Learn how to enable your LOs for success
Wondering how you can provide your LOs with best practices to drive more sales and deliver the service borrowers expect? Check out our eBook “Enabling Loan Officers for Success in a Mobile Era,” to hear from industry experts: