Encompass can make a noticeable impact in the way your organization’s system performs to generate better loans, improve operational workflow, and increase sales. While Encompass is an efficient system, an Encompass Certified Administrator can help maximize the returns by using the software to improve pipeline workflow. The Commonwealth Group is excited to offer Encompass Administration Services on a low-commitment, contract basis. Our services include, but are not limited to, the following:

·       Training session(s) to maximize user performance in the system

·       Work with direction from internal mortgage department personnel to translate requirements into Encompass Workflow.

·       Create and manage company/user setups, roles, and personas.

·       Audit user access to ensure that organizational hierarchy within the system is updated and system access is appropriately assigned for current, new, and past users.

·       Password resets/account unlocks.

·       Automate work with advanced business rules to ensure accuracy.

·       Generate and maintain reports; both general and custom for different business groups.

·       Create specific design and solutions for system workflows, pipeline views, input forms, reports, dashboards, and print forms.

·       Ensure that system critical updates and releases do not negatively affect the organizations Encompass environment.