Skip to content

Outsourcing Encompass® Support and Consulting

Reduce administrative costs by outsourcing Encompass® help desk support.

Our clients outsource workflows to Verity’s offshore Encompass® Help Desk team or utilize Verity’s robotic process automation technology to enable businesses to achieve the lowest administrative costs.
We offer a full suite of technology solutions to meet your needs, from Encompass® Help Desk to licensed process underwriting, loan origination, loan servicing, title and settlement work, and real-time, AI-powered pre- and post-close quality control services.

With Verity on your side, you’ll be able to focus on what matters most – growing your business and taking care of your customers.
Schedule a free consultation today to see what Verity can do for you.

Encompass® Support and Consulting

Verity: a Premier Partner

Verity provides Encompass® admin resources that assist with programming functions, implementation, and technical support at a fraction of your current cost. Clients typically save 60%.We have standard or custom work shifts through our 24/7 operations centers.
Our team is skilled at
  • Creating and managing custom forms and fields with custom calculations.
  • Creating and managing users, personas, user groups, company setup, password manager, organizations/users and milestones.
  • Performing the super admin role, like managing user access, system analysis, fee tables and contact setups, dashboards and custom reports, reporting database and audit trail fields, and troubleshooting errors.
  • Managing eFolder setup, including documents, stacking templates, groups, conditions, condition sets, email templates, etc.
  • Managing Docs setup, including disclosure and closing docs templates and their plan codes.
  • Managing and creating loan templates such as closing cost, data templates, docs set, loan programs, loan template, etc.
  • Managing the loan setup, including alerts, tasks, custom print forms, conditions forms, print form groups, loan duplication, loan numbering, setting up loan folders, etc.
  • Creating and managing business rules depending on requirements.



The Verity Encompass® team provides Level 1 support, including:
  • Creating and managing custom Encompass™ forms and fields with custom calculations.
  • Creating and managing users, personas, user groups, company setup, password manager, organizations/users and milestones.
  • Creating and managing conditions, condition sets, post-closing conditions and condition set.
  • Creating and managing custom print forms and print form groups.
  • Creating and managing simple Encompass® business rules.
  • Creating and managing loan folders.
  • Basic troubleshooting for Encompass® (eFolder issue, access-related issue and milestone issue).
  • Creating and managing Encompass® eFolder setup (documents, export template, stacking templates, document groups).
  • Managing reporting database.
  • Creating and managing alerts, logs and tasks.
  • Managing and creating custom Encompass® reports and dashboards.
  • Creating and managing contact setup.


  • Troubleshooting and resolving critical issues.
  • Troubleshooting issues (service disruptions, error-related to DU, Mavent, Credit, etc.)
  • Assisting in implementation of new features and functionality.
  • Troubleshooting issues related to Encompass® plugins.
  • Creating and managing advanced business rules with custom advanced conditions.
  • Managing Encompass® plugins.

Workforce Optimization

Focus your Admins on higher value work like strategic projects and automation, not tasks that do not correspond with their high salaries – reducing cost and achieving the desired ROI


Unmatched Productivity

Verity's team of Encompass® Admins are available immediately and 24/7. You benefit from a round-the-clock global workforce coupled with Verity’s service level agreements (SLA), which keep your ticketing system up-to-date.

Save Money on Admin Functions

  • Encompass® troubleshooting
  • Creating custom forms
  • Custom coding and input form development
  • Reconfiguration and workflow redevelopment
  • Encompass® reporting and configuration
  • Pipeline creations
  • Develop custom Encompass® plugins and utilities
    And more!

Why Verity?

Verity's industry leading technology solutions empower mortgage companies of any size to lead the industry with tools and processes to maximize efficiency. Our consultants assist our clients in the implementation of practices that allow them to originate, process, close, fund and sell more loans.
If you are ready to move your organization to the next level of technology and services automation, request an assessment today. Join other world class companies that have used Verity's team skills to streamline their operations while increasing their production.