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Showing posts from July, 2021

The Importance of CRM Integration with Encompass LOS

  From starting the loan origination to completing the loan request, the process for a loan can be messy, especially without proper organization. Loan officers know this well, which is why ICE Mortgage Technology created Encompass, a Loan Origination System (LOS) capable of integrating with CRM software such as Shape’s Mortgage CRM, to help organize the process of applying for a loan. What is a Loan Origination System (LOS)? A Loan Origination System (LOS) is a software used by loan officers to manage the steps of a mortgage loan transaction, starting with the origination of the loan. Once the origination is completed, a typical LOS will also handle the pricing, fulfillment, eligibility, and document management of the loan. In general, a LOS will work in a step-by-step basis, guiding both the lender and borrower through the complete loan process. What Is CRM Software? In case you are unfamiliar with the term, Customer Relationship Management (CRM) Software refers to a cloud-based mana