Support Service Tiers

Dedicated Account Manager
Release Notes Release Notes -Your Enhancements and Updates are documented for audit and training purposes. -Ellie Mae Release Notes summarized per release with recommendations.
Automatic Updates Automatic Updates Automatic updates are pushed directly to Encompass when your Encompass admin approves of the update.
Project Review Meeting
Admin Help Desk
Virtual Admin
2 Day On-Site Visit Onsite Visits Includes project specific work, training, or a system review. Onsite visits available for other packages, by request, for an additional charge. -Excludes T&E
Project Management Software
ToolShed Core Plugins ToolShed Core Plugins Includes: -Admin Utilities -Current User -Loan Folder Automation -Form Navigation -CSV Import -Input Form Automation -User Unlocker -Field Enumerations -Settings Export -and More!
Custom Input Forms Custom Input Forms Includes: -Borrower Summary -Closing Summary -Disclosure Summary -UW Summary -Document Expiration -Secondary Comparison -Loan Comparison
PowerTools Tier EncompDev Admin Plugin Suite Includes: -BizRuleAnalyzer -Code Wizard -Loan Debugger -Loan Monitor
ToolShed
$1995/mo
Dedicated Account Manager
Release Notes Release Notes -Your Enhancements and Updates are documented for audit and training purposes. -Ellie Mae Release Notes summarized per release with recommendations.
Automatic Updates Automatic Updates Automatic updates are pushed directly to Encompass when your Encompass admin approves of the update.
Project Review Meeting
monthly
Admin Help Desk
10 tickets/month
Virtual Admin
10 hrs/month
2 Day On-Site Visit Onsite Visits Includes project specific work, training, or a system review. Onsite visits available for other packages, by request, for an additional charge. -Excludes T&E
available
Project Management Software
1 internal project
ToolShed Core Plugins ToolShed Core Plugins Includes: -Admin Utilities -Current User -Loan Folder Automation -Form Navigation -CSV Import -Input Form Automation -User Unlocker -Field Enumerations -Settings Export -and More!
Custom Input Forms Custom Input Forms Includes: -Borrower Summary -Closing Summary -Disclosure Summary -UW Summary -Document Expiration -Secondary Comparison -Loan Comparison
PowerTools Tier EncompDev Admin Plugin Suite Includes: -BizRuleAnalyzer -Code Wizard -Loan Debugger -Loan Monitor
ToolShed Expert
Most Popular
$4995/mo
Dedicated Account Manager
Release Notes Release Notes -Your Enhancements and Updates are documented for audit and training purposes. -Ellie Mae Release Notes summarized per release with recommendations.
Automatic Updates Automatic Updates Automatic updates are pushed directly to Encompass when your Encompass admin approves of the update.
Project Review Meeting
weekly
Admin Help Desk
30 tickets/month
Virtual Admin
25 hrs/month
2 Day On-Site Visit Onsite Visits Includes project specific work, training, or a system review. Onsite visits available for other packages, by request, for an additional charge. -Excludes T&E
available
Project Management Software
5 internal projects
ToolShed Core Plugins ToolShed Core Plugins Includes: -Admin Utilities -Current User -Loan Folder Automation -Form Navigation -CSV Import -Input Form Automation -User Unlocker -Field Enumerations -Settings Export -and More!
Custom Input Forms Custom Input Forms Includes: -Borrower Summary -Closing Summary -Disclosure Summary -UW Summary -Document Expiration -Secondary Comparison -Loan Comparison
PowerTools Tier EncompDev Admin Plugin Suite Includes: -BizRuleAnalyzer -Code Wizard -Loan Debugger -Loan Monitor
PowerTools
ToolShed Optimized
$7995/mo
Dedicated Account Manager
Release Notes Release Notes -Your Enhancements and Updates are documented for audit and training purposes. -Ellie Mae Release Notes summarized per release with recommendations.
Automatic Updates Automatic Updates Automatic updates are pushed directly to Encompass when your Encompass admin approves of the update.
Project Review Meeting
weekly
Admin Help Desk
60 tickets/month
Virtual Admin
50 hrs/month
2 Day On-Site Visit Onsite Visits Includes project specific work, training, or a system review. Onsite visits available for other packages, by request, for an additional charge. -Excludes T&E
1 every 6 months
Project Management Software
10 internal projects
ToolShed Core Plugins ToolShed Core Plugins Includes: -Admin Utilities -Current User -Loan Folder Automation -Form Navigation -CSV Import -Input Form Automation -User Unlocker -Field Enumerations -Settings Export -and More!
Custom Input Forms Custom Input Forms Includes: -Borrower Summary -Closing Summary -Disclosure Summary -UW Summary -Document Expiration -Secondary Comparison -Loan Comparison
PowerTools Tier EncompDev Admin Plugin Suite Includes: -BizRuleAnalyzer -Code Wizard -Loan Debugger -Loan Monitor
PowerTools
ToolShed Enterprise
Contact Us
Dedicated Account Manager
Release Notes Release Notes -Your Enhancements and Updates are documented for audit and training purposes. -Ellie Mae Release Notes summarized per release with recommendations.
Automatic Updates Automatic Updates Automatic updates are pushed directly to Encompass when your Encompass admin approves of the update.
Project Review Meeting
weekly
Admin Help Desk
Custom
Virtual Admin
Custom
2 Day On-Site Visit Onsite Visits Includes project specific work, training, or a system review. Onsite visits available for other packages, by request, for an additional charge. -Excludes T&E
Custom
Project Management Software
Custom Implementation
ToolShed Core Plugins ToolShed Core Plugins Includes: -Admin Utilities -Current User -Loan Folder Automation -Form Navigation -CSV Import -Input Form Automation -User Unlocker -Field Enumerations -Settings Export -and More!
Custom Input Forms Custom Input Forms Includes: -Borrower Summary -Closing Summary -Disclosure Summary -UW Summary -Document Expiration -Secondary Comparison -Loan Comparison
PowerTools Tier EncompDev Admin Plugin Suite Includes: -BizRuleAnalyzer -Code Wizard -Loan Debugger -Loan Monitor
PowerTools Enterprise
Mini
Optimized
Expert
Enterprise

    Services and applications provided by an Official Ellie Mae Pro Partner
    We’re all mortgage and technology experts!
    Admin work performed by an Ellie Mae Certified Admin
    SDK / API Development services available on demand, and performed by an Ellie Mae Certified Developer
    Automatic Updates on Plugins, Screens, and Tools pushed to Encompass, and deployed automatically with Admin approval
    Upgrade, Downgrade, or Cancel Anytime
    Simple Monthly Invoices – Annually & Quarterly, by request