Encompass LO Connect™

Empower your loan officers to drive more business and deliver better borrower experiences

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 intuitive design and powerful automation helps your loan officers accomplish common tasks with ease, including:

  • Manage sales opportunities and engage borrowers 
  • Invite/remind prospects to apply for a loan 
  • Originate a loan from anywhere
  • View and manage your loan opportunity pipeline
  • Compare loan scenarios with potential borrowers and determine eligibility
  • Send borrower eligibility letters
  • Easily eSign loan packages

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