Loan Origination Software Category - SPRING 2022 Customer Success Report - FeaturedCustomers

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Loan Origination Software Category - SPRING 2022 Customer Success Report - FeaturedCustomers
SPRING 2022
         Customer Success Report

 Loan Origination
Software Category
Loan Origination Software
Category
Loan origination software is a form of software that automates the
process of loan origination. Loan processing can be extremely
time-consuming and labor-intensive, so businesses are constantly on
the lookout for ways to simplify and automate their processes.
Services like loan origination software have the potential to help your
business significantly reduce its operating costs and increase its
profitability. Rather than hiring new loan officers to process
applications and follow up on those that have been denied, your
business can simply use these programs to do it all.

                                                                 SPRING 2022 CUSTOMER SUCCESS REPORT
                                                          Loan Origination Software Category           2
Award Levels
            Customer Success Report
            Ranking Methodology
The FeaturedCustomers Customer Success ranking is based on
data from our customer reference platform, market presence,
                                                                                        MARKET LEADER
web presence, & social presence as well as additional data
                                                                             Vendor on FeaturedCustomers.com with
aggregated from online sources and media properties. Our
                                                                             substantial customer base & market
ranking engine applies an algorithm to all data collected to
                                                                             share. Leaders have the highest ratio of
calculate the final Customer Success Report rankings.
                                                                             customer success content, content
                                                                             quality score, and social media presence
The overall Customer Success ranking is a weighted average
                                                                             relative to company size.
based on 3 parts:

CONTENT SCORE

 ●
     Total # of vendor generated customer references (case studies,
     success stories, testimonials, and customer videos)
 ●
     Customer reference rating score
                                                                                        TOP PERFORMER
 ●
     Year-over-year change in amount of customer references on
                                                                             Vendor on FeaturedCustomers.com with
     FeaturedCustomers platform
                                                                             significant market presence and
 ●
     Total # of profile views on FeaturedCustomers platform                  resources and enough customer
 ●
     Total # of customer reference views on FeaturedCustomers                reference content to validate their vision.
                                                                             Top Performer's products are highly rated
     platform
                                                                             by its customers but have not achieved
MARKET PRESENCE SCORE                                                        the customer base and scale of a Market

 ●
                                                                             Leader.
     Social media followers including LinkedIn, Twitter, & Facebook
 ●
     Vendor momentum based on web traffic and search trends
 ●
     Organic SEO key term rankings
 ●
     Company presence including # of press mentions

COMPANY SCORE
                                                                                           RISING STAR
 ●
     Total # of employees (based on social media and public
                                                                             Vendor on FeaturedCustomers.com that
     resources)
                                                                             does not have the market presence of
 ●
     Year-over-year change in # of employees over past 12 months             Market Leaders or Top Performers, but
 ●
     Glassdoor ranking                                                       understands where the market is going
                                                                             and has disruptive technology. Rising
 ●
     Venture capital raised
                                                                             Stars have been around long enough to
                                                                             establish momentum and a minimum
                                                                             amount of customer reference content
                                                                             along with a growing social presence.

                                                                           SPRING 2022 CUSTOMER SUCCESS REPORT
                                                                      Loan Origination Software Category                   3
2022 Customer Success Awards
Check out this list of the highest rated Loan Origination Software based on
            the FeaturedCustomers Customer Success Report.

                                                          * Companies listed in alphabetical order

                                                    SPRING 2022 CUSTOMER SUCCESS REPORT
                                              Loan Origination Software Category                4
2022

   SPRING 2022
 Loan Origination
Software Category

                 SPRING 2022 CUSTOMER SUCCESS REPORT
            Loan Origination Software Category         5
106
                                                                                                        VIEW ALL REFERENCES
                                       Total Customer References

                                       Featured Testimonials
ABOUT ABRIGO                           Examiners like when everything is standardized across the board. Before we had [Abrigo], our
                                       loan officer did things slightly differently. [Abrigo] has helped us be much more consistent in our
                                       process and it gives us key information in an easy-to-read format.
                                               MATT WARCHOL
                                               VICE PRESIDENT, BANK OF O'FALLON

Abrigo provides market-leading
compliance, credit risk, and lending
solutions to enable its customers
                                       Our loans under $50,000, which we primarily do through [Abrigo’s]
to think bigger, allowing them to      Loan Decisioning, can be completed in one to two days.
both manage risk and drive                     AMBER STARTT
growth. Our mission to “Make Big               SENIOR CREDIT ANALYST, DOVER FEDERAL CREDIT UNION

Things Happen” underscores our
commitment to helping
community financial institutions
                                       It’s cloud-based, so it’s easy to make changes on the fly. Plus, the support we
succeed against “the perfect
                                       get from Abrigo is a huge factor. Abrigo is more like a partner to us than a
storm” of ever-changing and
increasing regulatory
                                       vendor or software provider.
requirements, limited resources,               DANIEL FOWLER
                                               CREDIT ADMINISTRATOR, CAPITAL CITY BANK
increasing and new competition,
evolving technologies, and
changing customer expectations.
We provide product innovation,         The part I like most about Abrigo Credit Analysis is the global cash flow analysis. By
world-class support, and               putting in the individual tax return and the business tax return, or even tax returns for
unparalleled expertise so that our     multiple businesses, it does the analysis to combine all of those in a meaningful way.
customers can make big things                  KEN BISHOFF
happen.                                        EASTERN UTAH COMMUNITY CREDIT UNION

                                                    TRUSTED BY

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                                                                           Loan Origination Software Category                                6
70
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                                        Total Customer References

                                        Featured Testimonials
ABOUT BLEND
                                        The automated follow-ups take considerable effort off the loan officer. This
                                        affords our team the time to be more sales-driven while also ensuring
                                        consistency across applications.
                                               DAN VON SCHAUMBURG
                                               DIRECTOR OF CLIENT RELATIONS, AFFINITY FEDERAL CREDIT UNION

Blend is dedicated to improving
consumer lending. They partner
with banks and lenders to power
                                        Blend caught our attention because they were reimagining the whole process
frictionless, compliant, and more
                                        of getting a loan. It’s been about a decade since there’s been anything exciting
accessible lending starting with
mortgages. They’re motivated by
                                        to talk about in lending. We realized pretty quickly that this was it.
the fact that them product won’t               SUSAN STEWART
                                               PRESIDENT, SWBC MORTGAGE
just affect the lives of a few people
in the Bay Area it affects people all
over America. Founded in 2012 by
a group of former Palantir              MortgageTouchTM, powered by Blend’s secure, user-friendly technology,
engineers, Blend raised $100M           complements the personalized service of our mortgage specialists to make
from Greylock and Emergence
                                        home buying simpler and more enjoyable for both customers and lenders.
Capital in the summer of 2017.
                                               GREG DUFOUR
They've just moved into new
                                               PRESIDENT AND CHEIF EXECUTIVE OFFICER, CAMDEN NATIONAL BANK
offices in SF and NY, they're
growing quickly.

                                        With Blend, we can speed up the transaction from origination to close
                                        and we can really eliminate a lot of the communication hurdles.
                                               RUTH GREEN
                                               EVP AND COO, PRIMARY RESIDENTIAL MORTGAGE, INC.

                                                  TRUSTED BY

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283
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                                       Total Customer References

                                       Featured Testimonials
ABOUT FISERV
                                       Whether you are using a loan origination system or not, consider looking at
                                       Loancierge. It’s built to work with your Fiserv core and provide a seamless
                                       experience.
                                               KARILYN NEUMANN
                                               CHIEF EXECUTIVE OFFICER, MEDISYS EMPLOYEES FEDERAL CREDIT UNION

Fiserv, Inc. (NASDAQ: FISV) enables
clients worldwide to create and
deliver financial services             By promoting and offering a simple, in-channel option, we saw a 30 percent increase in loan
experiences in step with the way       applications over the previous year in the first year alone. And because we were no longer
people live and work today. For        advertising in-channel to anyone who had already applied, the quality of the applications
more than 30 years, Fiserv has         improved as well.
been a trusted leader in financial             MELISSA WILHELM
                                               ONLINE MARKETING SPECIALIST, COVANTAGE CREDIT UNION
services technology, helping clients
achieve best-in-class results by
driving quality and innovation in
payments, processing services, risk    Fiserv is our partner on many fronts. Project management and implementation
and compliance, customer and           services from Fiserv allow us to quickly and successfully add solutions, like Mobile
channel management, and insights       Source Capture. We don’t have these resources in our bank, so we rely on Fiserv.
and optimization.                              POLLY J. THORSNESS
                                               NATIONAL CHECK PROFESSIONAL (NCP), SVP, DEPOSIT OPERATIONS, BELL STATE BANK &
                                               TRUST

                                       Fiserv recognizes that security issues are really important to financial
                                       institutions. Our goal is to keep our customers safe, and Fiserv has done a
                                       good job of providing the technology solutions for us to do that.
                                               ED O’BOYLE
                                               EVP, FIVE POINTS BANK

                                                   TRUSTED BY

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                                                                          Loan Origination Software Category                         8
47
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                                        Total Customer References

                                        Featured Testimonials
ABOUT MERIDIANLINK
                                        MeridianLink Insight was incredibly helpful in demonstrating our processing
                                        times for certain loans and making a case for more automated decisioning.
                                                COREY BODINE
                                                LENDING SYSTEMS ADMINISTRATOR, CME FEDERAL CREDIT UNION
MeridianLink have been creating
innovative technologies that
transform the way financial
institutions operate by solving         The conversion to LendingQB allowed Inlanta to offer a better experience to
complex problems with                   our customers by closing loans much faster. I don’t know many companies
streamlined, user-friendly              that are able to rollout a new LOS and reduce average application to closing
solutions. Their robust and secure      times.
technologies empower lenders and
                                                CHRIS KNOWLTON
consumers to get reliable, accurate             CHIEF INFORMATION OFFICER, INLANTA MORTGAGE
information every time, at any
time. As well-established industry
leaders, they continue to set the
industry standard for web-based         The biggest thing we’ve gained from MeridianLink Mortgage is the throughput.
credit reporting and lending for        We can easily handle double the volume that we were before. MeridianLink
financial institutions of every size.   Mortgage has provided us with the capability to handle a lot more volume.
                                                CURTIS ONOFRI
                                                VICE PRESIDENT OF LENDING, PATHWAYS FINANCIAL CREDIT UNION

                                        MeridianLink Insight offers that ability to quickly visualize large amounts of data in a quick and
                                        efficient manner. This tool is a game changer when it comes to telling your story. It also allows
                                        for front line staff to quickly self-serve, eliminating the lag and friction between business units
                                        and the data they need.
                                                PATRICK WIGINTON
                                                LOS OFFICER, AMERICA'S FIRST FEDERAL CREDIT UNION

                                                     TRUSTED BY

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                                                                             Loan Origination Software Category                               9
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                                       Total Customer References

                                       Featured Testimonials
ABOUT SIMPLENEXUS
                                       Customers are very comfortable using the app and it gives me a market
                                       advantage. I can send the link to them moments after first contact, which
                                       helps secure them as my customer before they contact other lenders.
SimpleNexus brings the tools and               ANGEL OAK HOME LOANS

systems you need right to your
mobile device. So, if you meet a
prospect, you can start the loan
origination process on the spot, to    Because of SimpleNexus, our LO received an application at 9pm on a Friday
engage that borrower faster. You       night while riding in a car and was able to deliver a pre-approval within
can answer customer questions
                                       minutes.
from anywhere, with no callbacks.
                                               RYAN DOEHRMANN
You can quote pricing in a realtor’s
                                               VICE PRESIDENT, MORTGAGE LENDING, GREENSTATE CREDIT UNION
office, at a networking event or in
line at the grocery store.

                                       It's the best! Very user friendly. Clients can use the app on the weekends
                                       or evenings.
                                               ACADEMY MORTGAGE

                                       By far, aside from some key mortgage production tools, CompenSafe is the most valuable
                                       product I’ve ever seen. It automates an overly burdensome, heavily regulated administrative
                                       process that touches everyone in the organization from producers to operations and managers
                                       to compliance, and it provides critical information helpful in managing teams.
                                               STEPHEN BENNETT
                                               SVP AND REGIONAL MANAGER - SOUTHEAST REGION, MUTUAL OF OMAHA

                                                   TRUSTED BY

                                                                                 SPRING 2022 CUSTOMER SUCCESS REPORT
                                                                         Loan Origination Software Category                     10
294
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                                     Total Customer References

                                     Featured Testimonials
ABOUT NCINO
                                     One of the many things that we love about nCino is that you can track the
                                     loan lifecycle and know exactly what's coming down the loan pipeline.
                                            GLORIA GUERRA
                                            SENIOR VICE PRESIDENT, LONE STAR NATIONAL BANK

nCino is the worldwide leader in
cloud banking. With its Bank
Operating System, built on the       nCino will give us a snapshot of the loan pipeline at any point in time, and
Salesforce platform, financial       allow a deeper look into banker performance, loan status, prospect
institutions can deliver the speed   communications and more.
and digital experience that
                                            ANDREW HERNANDEZ
customers expect, backed by the             CHIEF INFORMATION OFFICER, BANK OF THE ORIENT, BANK OF THE ORIENT
quality and transparency that
bankers need.

                                     With nCino, we are able to immediately pull audit trail reports for
                                     examiners, which has helped reduce our compliance costs.
                                            GREG GIBSON
                                            CHIEF FINANCIAL OFFICER, NORTHWEST FEDERAL CREDIT UNION

                                     nCino allows us to streamline processes and develop best practices, taking
                                     loans from application to analysis, documentation, and servicing with
                                     unparalleled efficiencies.
                                            COLLEEN RYAN
                                            SBA BUSINESS RESOURCES PRESIDENT, INLAND BANK & TRUST

                                               TRUSTED BY

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                                                                     Loan Origination Software Category              11
2022

   SPRING 2022
 Loan Origination
Software Category

                 SPRING 2022 CUSTOMER SUCCESS REPORT
            Loan Origination Software Category         12
10
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                                      Total Customer References

                                      Featured Testimonials
ABOUT CALYX                           Zip makes us more competitive in the market. We have it on our website and provide the link to
                                      members that call in to apply for a mortgage. It is an excellent tool. Zip makes our originators
                                      more efficient, increases lead generation and speeds loan production.
                                                DOUGLAS ZEPP
                                                VICE PRESIDENT OF MEMBER SERVICES, MEMBERS FIRST CREDIT UNION OF FLORIDA

Calyx is an established provider of
compliant mortgage software
solutions used by banks, credit       If your institution is looking for a modern loan origination system that will grow with your business, I highly recommend
                                      Path. We began using Path in July 2018 and have seen a decrease in operational disruption, since we no longer need to
unions, mortgage lenders, and
                                      manage hardware or software updates. Our loan officers continue to be productive even when they’re not in the office
brokerages nationwide. The            because they can access the web-based LOS on any platform—any time, any place. And, best of all, Path costs less than
company’s easy-to-use technology,     our previous LOS.

including its borrower interview                TAIHUN CHO
                                                MANAGER, FAIRWAY ASSET CORPORATION
platform, loan origination systems,
and secure electronic signature
software, is designed to
streamline, integrate and optimize    I love Zip! It's very easy to use and it's shortened the origination process
all phases of the loan process for
                                      while allowing me to weed out unqualified borrowers.
customers of various sizes,
workflows, channels and                         AMI SHAH
                                                MORTGAGE LEAD, FLYHOMES MORTGAGE
complexities.

                                      Zip makes the origination process faster so I have more time for sales
                                      and marketing.
                                                WARREN DRIVER
                                                MORTGAGE BROKER, IDEAL HOME LOANS

                                                      TRUSTED BY

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                                                                                    Loan Origination Software Category                                            13
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                                      Total Customer References

                                      Featured Testimonials
ABOUT OCROLUS                         We can’t just find something off the shelf that pulls a borrower’s assets in three minutes or less.
                                      None of those products apply to us because they’re not built for our model. That’s why Ocrolus
                                      is so important. Ocrolus really puts our toolset on parity with the conforming world and the
                                      GSE sector. And that means we’re outpacing most mortgage lenders.
                                               MATT LEHNEN
Ocrolus is a fintech infrastructure            CHIEF TECHNOLOGY OFFICER, DEEPHAVEN MORTGAGE

company that transforms
documents into actionable data
with over 99% accuracy. Powered       This is where Ocrolus really shines. eCommerce entrepreneurs don’t want to spend time recreating
by Artificial Intelligence and a      statements on other platforms if they can’t make the aggregator connection. With Ocrolus, they can easily
                                      upload bank statements, and in under two hours we have the data digitized and (more importantly)
unique, human-in-the-loop data
                                      analyzed against the risk analytics, from a cash flow perspective.
validation process, Ocrolus plugs
                                               DENNIS CHIN
directly into customer workflows
                                               HEAD OF STRATEGIC INITIATIVES, YARDLINE
via API, eliminating the need for
manual data work. The solution
includes built-in fraud detection
                                      We saw savings of over two hours of underwriter review time per mortgage. Excelerate Capital
and analytics, enabling customers
                                      looks beyond a single score and broadens our search to include context and adaptability.
to make smarter and faster
                                      Providing our team with timely, reliable data from borrower documents means they can focus
business decisions with               on customer service.
unprecedented precision.
                                               PATRICK SHEEDY
                                               AVP & CREDIT OFFICER, EXCELERATE CAPITAL

                                      One of the ways that we’re able to service clients best is to mitigate fraud, because the
                                      more fraud you have, the higher costs are, the harder it is to service your clients. So
                                      with Ocrolus, we have automation, efficiency and fraud prevention.
                                               ADAM STETTNER
                                               CHIEF EXECUTIVE OFFICER, RELIANT FUNDING

                                                    TRUSTED BY

                                                                                       SPRING 2022 CUSTOMER SUCCESS REPORT
                                                                             Loan Origination Software Category                                   14
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                                    Total Customer References

                                    Featured Testimonials
ABOUT TURNKEY LENDER
                                    Love the true cloud-based approach. Simple setup for loan products and key
                                    integrations out-of-the-box make it easy to deploy and get running. Out-of-the-box
                                    fraud checks and some limited loan application customization out of the box is nice.
                                            SPIKE HOSCH
                                            FOUNDER AND EXECUTIVE DIRECTOR, BETTERFI

TurnKey Lender is a provider of
intelligent lending, decision
management, and risk mitigation     TurnKey saves us 1000 man-hours each year processing loans. Online applications
solutions and services. The         eliminated about 400 hours of data entry on paper forms. Much simpler than the
company’s main product is an        legacy software. Things that took 100 steps previously are now done in 10.
award-winning all-in-one modular            JON LAM
platform that can automate both             NATIONAL DIRECTOR OF FINANCE & RISK, WINDMILL MICROLENDING

certain parts and the entirety of
the lending process. TurnKey
Lender is the only company on the   With TurnKey Lender, I was able to apply all my theoretical and practical knowledge of crediting
market to offer bank-grade          exactly the way I want. Backed by this tech, Capitex Finance has a competitive edge and greater
automation powered by AI and        flexibility in terms of whom we can approve and lending criteria that are easier to meet. When
                                    banks don’t approve a lender, Capitex Finance is there to help.
deep neural networks to lending
operations of any size.                     OZAN CANGUREL
                                            CAPITEX FINANCE

                                    What I like about the system is that almost everything we need to operate efficiently are
                                    available. The system’s access restrictions and the initial credit scoring helped us implement
                                    internal control policies. The reports are also very helpful in determining the status of our loan
                                    portfolio and it’s real time.
                                            VANESSA SIAO DAVID
                                            CHIEF OPERATING OFFICER, OAK DRIVE VENTURES

                                                 TRUSTED BY

                                                                                  SPRING 2022 CUSTOMER SUCCESS REPORT
                                                                         Loan Origination Software Category                              15
27
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                                     Total Customer References

                                     Featured Testimonials
ABOUT DEFI SOLUTIONS                 A top priority for Heritage is finding better ways to serve our dealer network that spans five states. The defi
                                     LOS fits the bill. The system’s flexible design and performance reliability has made it possible for us to start
                                     automating our processes without sacrificing who we are as a finance company. Now we can offer dealers
                                     more speed and efficiency as we continue our efforts of providing service excellence for our dealer partners.

defi SOLUTIONS has changed the                MIKE MONAGHAN
                                              VICE PRESIDENT OF SALES AND MARKETING, HERITAGE ACCEPTANCE CORPORATION
auto lending software industry by
offering the only SAAS platform
that gives lenders the freedom to
focus on lending while They focus    It was primarily the flexibility and control we'll have that led us to our decision to choose defi
                                     SOLUTIONS. After reviewing most of the LOS solutions out there, it was apparent that defi
on the technology. Auto lenders
                                     provided us with the most robust solution, yet still offers the simplicity to our end users allowing
are traditionally held captive by
                                     us to provide even better service to our dealers.
outdated and inflexible legacy
                                              SCOT SEAGRAVE
origination systems. Recent                   PRESIDENT, AFS ACCEPTANCE
post-recession industry growth is
punctuating the problem as new
lenders enter the market, creating
                                     We were pleased with not only the affordability of the defi LOS solution but how easy it was to
increased demand for a flexible,
                                     deploy and configure to our specific needs. The defi team was great during our implementation
affordable and easy-to-implement     and our employees have made the system our own quickly and efficiently.
solution.
                                              DANIEL PORTER
                                              CEO, SKOPOS FINANCIAL

                                     Deploying defi SOLUTIONS enables us to move into auto finance quickly and economically while
                                     creating the best experience possible for our customers. The defi system meets all of our current
                                     requirements and has flexibility built in for easy expansion.
                                              LOUIS OCHOA
                                              VICE PRESIDENT OF LOAN SERVICING, CASHCALL

                                                   TRUSTED BY

                                                                                         SPRING 2022 CUSTOMER SUCCESS REPORT
                                                                              Loan Origination Software Category                                    16
2022

   SPRING 2022
 Loan Origination
Software Category

                 SPRING 2022 CUSTOMER SUCCESS REPORT
            Loan Origination Software Category         17
12
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                                     Total Customer References

                                     Featured Testimonials
ABOUT FLOIFY
                                     Floify enabled us to triple our business without having to hire any
                                     additional staff!
                                           HANNAH WINDHAM
                                           LEGACY MUTUAL

Floify can help you close loans an
average of 4.5 days faster and
increase annual loan volume by
                                     I signed up for Floify in 2015. Since then, I have averaged over $165
more. Are you ready to experience    million in personal production and never had to email a client for
the newest technology with a         documentation. The $79 monthly subscription cost contributed to my
stream-lined solution for
                                     revenue of over $100,000 per month.
automated mortgage origination,
allowing brokers and agents to             CALUM ROSS
                                           PRINCIPAL BROKER AND WEALTH ADVISOR, THE MORTGAGE MANAGEMENT GROUP
increase their ROI.

                                     If we have a loan officer doing a lot of loans, we need to give them a
                                     junior loan officer, somebody who can help with that origination
                                     process.
                                           MIKE MULWANI
                                           SVP/DIRECTOR, FIRST INTERNATIONAL BANK & TRUST

                                              TRUSTED BY

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                                                                    Loan Origination Software Category            18
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                                        Featured Testimonials
ABOUT HES FINTECH                       HES allowed us to automate the entire lending process as efficiently as possible: from tracking
                                        leads and submitting applications, to working with overdue debts. Also, thanks to the
                                        technological solutions of the HES team, we were able to significantly improve the customer
                                        experience and create a stable competitive advantage.
                                                ALIYA AKCHURINA
                                                CHIEF EXECUTIVE OFFICER, CASHU
HES FinTech is an established
market leader that provides
financial institutions from all over
                                        The lending industry is a highly competitive space. Success here highly
the world with intelligent
automation-driven lending
                                        depends on the right technical solution. The platform by HES fully meets our
solutions. To reduce the cost and       requirements and demonstrates high performance.
complexity of loan lifecycle                    KAREL LACHMAN
management, they deliver a                      CHIEF OPERATING OFFICER, VYRUCHAI DENGI

unique lending experience for
lenders of all sizes. Available in 90
days, HES FinTech’s platforms           We have placed our trust in HES FinTech’s expertise to develop lending software and predictive
streamline the lending process in       analytics software for our financial services. Their expertise will support the launch of our
its entirety, replacing repetitive      updated platform, which will benefit from automation, clear UI & UX, and a fully functional
                                        customer portal.
manual tasks with automation to
help lenders solve the toughest                 MAZEN ALASNAG
                                                HEAD OF LOAN MANAGEMENT, WA’ED
industry challenges.

                                        HES is one of those vendors that offers comprehensive front-to-back solutions
                                        with full integrations. We feel confident that our new machine learning
                                        platform will allow us to offer clients best-in-class investment advice services.
                                                EDWARD DOWNPATRICK
                                                CHIEF EXECUTIVE OFFICER, FINTUITY

                                                    TRUSTED BY

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                                        Featured Testimonials
ABOUT ICE MORTGAGE TECHNOLOGY           Encompass helps us stay efficient, stay compliant, and ensures we have thorough and complete
                                        documentation of our loans throughout the process. But, it’s also flexible enough to let us be
                                        creative. Our VP of IT and his team are continually dreaming up things to help us improve loan
                                        quality and closing speed, and do difficult things more simply.
                                                TINO DIAZ
                                                SENIOR VICE PRESIDENT, COLUMBUS CAPITAL LENDING
ICE Mortgage Technology, a part of
Intercontinental Exchange, Inc.
(NYSE: ICE), combines the
innovation and expertise of Ellie       We built custom screens in Encompass that quickly showed what happened in the loan—what
Mae, Simplifile and MERS to             ‘was’ versus ‘what is,’ what changed, and whether or not that change was stopping the
                                        progression of milestones. We set up a workflow where, if the loan changes hit a certain
automate the entire mortgage
                                        threshold, it would stop so we could address the impact of those changes.
process from consumer
                                                BILL HENDRICKS
engagement through loan
                                                BUSINESS SYSTEMS ANALYST, PEOPLES NATIONAL BANK
registration and every step and
task in between. ICE Mortgage
Technology is the leading
cloud-based loan origination            Now, we go into the pipeline view in Encompass, right click on the loan, follow
platform provider for the mortgage      the prompts, and ship to the investor. It takes seconds. Kudos to the way ICE
industry with solutions that enable     Mortgage Technology designed the workflow.
lenders to originate more loans,
                                                INDAR RAMADHAR
lower origination costs, and reduce             VICE PRESIDENT OF LOAN DELIVERY AND QUALITY CONTROL, WATERSTONE MORTGAGE
the time to close, all while ensuring           CORPORATION

the highest levels of compliance,
quality and efficiency.
                                        We now have a highly efficient business and the ability to scale up very quickly.
                                        Encompass is, hands-down, the best bang for the buck, and the most robust
                                        software that you can buy to originate a loan today.
                                                JEFF DOUGLAS
                                                CEO, WYNDHAM CAPITAL MORTGAGE

                                                    TRUSTED BY

                                                                                   SPRING 2022 CUSTOMER SUCCESS REPORT
                                                                           Loan Origination Software Category                       20
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