Lender Toolkit and Velma Partnership and Build Connector and Lender Toolkit partner on Connector deployments

Lender Toolkit and are partnering to ensure mortgage lender success with the new Connector by Velma® solution. The Connector extends the Encompass™ Digital Lending Platform by automating processes and workflows, ensuring compliance, and improving engagement.

Velma has been in the mortgage CRM business since 2007, but Connector solves problems a CRM can’t. Coupling superior data access and logic with Velma’s marketing and workflow automation technology, Connector provides value across the digital mortgage journey. Operations, Compliance, Sales, and IT can all benefit from the Connector, which is typically deployed initially to solve one or two pain points with a lower entry price point than a CRM.

Lender Toolkit brings deep knowledge in mortgage banking and is an Ellie Mae Elite Partner. As experts in helping clients effectively configure and administer Encompass, Lender Toolkit is a natural fit to consult and ensure Connector is properly configured to solve client’s most pressing or highest ROI needs now and in the future.

“With Velma’s pre-built strategies and workflows, we can have our clients up and running in a few days as well as implement custom configurations to best meet their needs,” said Brett Brumley, Managing Partner for Lender Toolkit. “Connector’s an innovative and effective way to enhance the value of your Encompass investment while eliminating the adoption, integration, and security headaches common with other solutions.”

“We are estatic to be working with Lender Toolkit,” exclaims Ben Price, Velma President. “Brett and his team are trusted advisors and Encompass gurus second to none. By partnering with Lender Toolkit and participating in the Ellie Mae Partner Program we bring deep knowledge and obvious value across the lender’s operations, while either enhancing or replacing existing CRM systems.”

ABOUT VELMA.COM is a leader in mortgage marketing and creating customers and partners for life. Velma provides cloud-based marketing automation, content, CRM, and multimedia communication that has delighted our clients since 2007 with its ease of use, quality, and effectiveness. For more information, visit For more information on Connector by Velma, visit

The Lender Toolkit team uses their deep industry experience to help customers gain efficiencies, improve processes and stay compliant by effectively configuring and customizing the industry’s top mortgage software platform, the Encompass Digital Mortgage Platform. With Ellie Mae Certified Admins, Developers, Project Managers, and BA professionals on staff, they can effectively manage and direct mortgage technology initiatives. For more information, visit

Nicole Anderson
Velma Communications
208 854.7900

Brett Brumley
Lender Toolkit Communications
801 784.6514

Read the actual press release here

Welcome to Lender Toolkit - Heidi V. Wlasiuk

Lender Toolkit Welcomes Heidi V. Wlasiuk

Lender Toolkit is excited to announce that Heidi Wlasiuk has joined the Team as a Senior Encompass® Administrator. Heidi has over 20 years of in the Mortgage Industry and is a Certified Encompass® Admin since 2014. Heidi will be bringing her knowledge and system administration skills to Lender Toolkit and is a welcome addition to Lender Toolkit.

LTK Welcomes Dan Dochstader!

Lender Toolkit Welcomes Dan Dochstader!

Dan has over 25 years of experience in the mortgage and IT industries. From his humble beginnings as a microfiche/file clerk at a title company, he learned the basics of the mortgage and property title industry. In a little over 3 years’ time, he worked in nearly every aspect of the mortgage process from processor to underwriter to post closing review analyst and finally as a mortgage system administrator. At the end of his first year as a mortgage system administrator, he was awarded employee of the year honors from a company of around 1000 employees. Later he went on to become a programmer and a Certified Encompass Developer, working with Progress OpenEdge, Microsoft Visual .NET and C# as well as developing reports in Crystal, MS Access and SQL reporting services. In the pre-TRID mortgage days, he created a process which kept track and compared GFE and TIL disclosure values to current values in loans to warn loan officers when a loan needed to be re-disclosed. He also created a reporting process to calculate monthly and yearly commission values, which changed based on a multitiered structure of monthly loan count and/or total monthly loan amount. Later, he created a process which scanned all loans submitted to underwriting and assigned each loan to an underwriter based on the loan characteristics, the underwriter’s qualifications and load balancing. On a personal note, he is a father of 3, a drummer, and has been an background actor in 3 feature films.

LTK Welcomes Skyler Franco!

Lender Toolkit Welcomes Skyler Franco!

Lender Toolkit is pleased to announce Skyler Franco has joined Lender Toolkit as an Encompass® Administrator. Skyler began his career in the mortgage industry in 2017 and has a vast knowledge of Encompass®. He has a passion for coding with the Encompass SDK/API and takes pride in his design skills when making Encompass® input forms and online web forms. Welcome to Lender Toolkit Skyler!