The Ultimate Partnership: Encompass and Salesforce Revolutionize Loan Origination

• Superior Loan Origination tools for creating, processing, and managing loan applications, helping to not only streamline the entire origination process, but ensure stellar customer experiences.
• Simplify Workflows with intelligent automation, reducing manual tasks and improving overall efficiency.
• Maintain Compliance thanks to Encompass’s tools for incorporating compliance checks and validations into processes.
• Manage Documentation with ease via seamless document collection, organization, and storage, ensuring that all necessary documents are readily accessible.
• Accelerate Sales by leveraging Encompass’s intelligent data and analytics capabilities. Gain a panoramic view of industry trends, the performance of teams, and easily identify opportunities to optimize business processes.

• Seamlessly Synchronize Data from both platforms to ensure that all departments consistently work with the most up-to-date information. For example, when a loan officer updates a loan file in Encompass, the changes are instantly reflected in Salesforce. This real-time data synchronization eliminates the potential for errors due to outdated information and improves operational efficiency.
• 360-degree Reporting empowers your team to make more informed decisions and drive meaningful growth. With a more comprehensive view of information, users can identify opportunities for upselling and cross-selling, predict market trends, and make strategic decisions to drive business growth.
• Enhance Customer Experiences by providing your sales team with a comprehensive view of each customer’s loan status. This information is instrumental in personalizing communication and delivering tailored services that surpass customer expectations.
• Maximize Productivity for loan officers with next-level automation capabilities. Quickly access customer data and loan status from Salesforce without platform-hopping, freeing up valuable time to instead invest in strategic activities.
• Strengthen Compliance thanks to Salesforce tracking all customer interactions, while Encompass manages all loan-related activities. Full visibility into critical business proves invaluable during audits, offering a detailed activity record that supports your compliance with diverse regulations.

• Amy and Chris found themselves with a disjointed experience as communication happened across a number of channels, leading to confusion, frustration, and ultimately, critical delays.
• What seemed like a relatively straightforward process actually involved endless paperwork. Further, the now unhappy, happy couple needed to submit the same documents multiple times, resulting in frustration and wasted time.
• The inability to track the progress of their loan in real-time left Amy and Chris anxious and uninformed about their application status.
• Without an integrated system, the loan officers lacked instant access to relevant borrower information, making it difficult to provide more personalized assistance to Amy and Chris when questions arose.
• Many of the hurdles Amy and Chris faced not only seemed avoidable but also left them feeling frustrated and ignored as a client.

• Amy and Chris noticed an immediate change in their experience. All communication was centralized within Salesforce, allowing them to receive frequent updates and respond with ease.
• The couple traded seemingly endless paperwork for a more streamlined document submission process. With Encompass, documents were uploaded once, and data was automatically synced across the platform.
• By leveraging Encompass and Salesforce, Amy and Chris were empowered by real-time status updates on their loan application, alleviating stress and keeping them informed at all times.
• Loan officers at this new company used Encompass and Salesforce integration to access the couple’s complete borrower history, providing tailored guidance and assistance that left the pair feeling like their goals were wholly understood.

• The loan application process was significantly faster compared to their previous experience.
• Real-time updates reduced stress and uncertainty, fostering a positive borrower-lender relationship.
• Personalized interactions and efficient document handling showcased the company’s commitment to customer satisfaction.

Why AGG?

When it comes to finding the right partner for technology integration and digital transformation, it’s crucial to find a company with the right experience. Access Global Group offers a unique position thanks to our combination of global deployment expertise and the nimbleness of a boutique firm. With over 15 years of diverse industry experience and a Salesforce Summit (Platinum) level partner status, Access Global Group ensures that your agency’s needs and expectations are met throughout the integration process. As an Encompass Consulting Partner, Access Global Group offers a premier integration of Salesforce and Encompass with a one-of-a-kind project methodology that places our clients at the forefront of every decision made. Our extensive experience working with Salesforce and the financial services industry further underscores our ability to provide the best possible solutions for your business.