Platform / Borrower intake

Mortgage borrower intake that starts with a usable loan file

Bring applications into one branded experience, review the file before qualification, and keep Encompass current as the borrower and your team work.

Work the surface without leaving the loan

Give borrowers one branded place to apply, review progress, sign documents, and complete requests.

Capture applications from web forms, lead sources, and connected systems without rekeying the file.

Check applications for missing or conflicting information before qualification and route exceptions for review.

Keep borrower data, loan terms, credit, documents, conditions, and milestones synchronized with Encompass.