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Mortgage Lender Communications and Process Automation

Turn Encompass into a profitable communication machine with Connector.

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You use your Encompass LOS to streamline the origination process and lower costs. Connector takes Encompass to the next level with data-driven automation of communications and processes through workflows. We have pre-configured workflows, or you can customize your own workflows, to deliver meaningful business results.

Connector is typically purchased to solve a specific workflow or communication need. However, longer term it provides a platform for ongoing automation and improved results across the digital mortgage journey. Connector workflows can take many forms, but we generally group in the following categories: automation, communication, and reporting.



Automate tedious or complicated processes, saving you time and hassles while reducing risk and errors. With direct access to Encompass data, trigger communications and workflows off of the activities Loan Officers, Loan Processors, and Underwriters are doing today. Eliminate errors through automation and accessing the right data. Automated workflow examples include:

  • ECOA Adverse Action (NOIA letters)
  • Servicing Transfer Letters
  • Appraisal Payment Collection
  • Client Satisfaction Surveys
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Velma has been a leader in building compelling engagements for mortgage professionals since 2007. Our proven communication strategies for prospects, borrowers, partners, and employees utilize multiple communication mediums (e.g. email, text, print, gifts) to deliver meaningful results. We have adaptive content to manage sub-brands and to deliver exactly the right message, to the right people, at the right time. Since Connector has access to all the LOS fields and events, plus bi-directional communication with Encompass, Connector can go far beyond simplistic milestone driven communications common in 3rd party CRM’s today. Communication workflow examples include:

  • TPO Communications
  • Marketing Automation (Including pre-purchase, pre-qualification, pre-refinance, and post close campaigns.)
  • In Process Communications
  • Weekly Realtor Reports
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Connector can automatically deliver custom reports empowering management and employees to act, while reducing the stress, uncertainty, and churn that can be distract us from what is important. Update management with daily snapshot views of loans in the pipeline and key statuses. Or remind Loan Officers of loans that need their attention while providing them an online form to easily provide feedback. And don’t disrupt folks work rhythm by requiring them to log into Encompass; streamline the information sharing. Reporting workflow examples include:

  • Change of Circumstance
  • Disclosures
  • ECOA Status

Get the most out of Encompass.

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Easier than you think

NO SEATS Only pay for what you use

After low minimum site license, pricing based on usage. No sneaky expensive per seat fees. No more paying for unused seats.


Connector extends and enhances Encompass. The same actions LO’s, Processors, and Underwriters do today will trigger automated communications and workflows!

CUSTOM FIT Proven Implementation Process

Our experienced implementation team will step you through a custom configuration process to meet your business needs within your environment.


Free Encompass from the overhead of business rules and SDK apps. Connector uses Encompass data directly, which is more flexible and secure than duplicating data.

What our customers say

I love the mail that goes out to all my customers. It has been a missing link in my business and you are absolutely filling that void.”

Justin Loan Officer

I must say, setting up the Auto-Campaign was ridiculously EASY. I love it.”

Matt Q. Loan Partner

Loan officers love the hands free marketing automation. Loan officers want marketing results without having to do any work; Velma makes that possible.”

Bobby P. VP of Marketing

That’s exactly what we need! A system that will automatically send marketing based on the customer journey.”

Greg R. SVP

Get the most out of Encompass.
Get Connector

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