Happy Thanksgiving 2018!

Happy Thanksgiving from Lender Toolkit!

Lender Toolkit is grateful for our wonderful staff who continually raises the bar with their professionalism, mortgage and technology expertise, and dedication. We are thankful for our Clients who continue to automate the Mortgage Industry, collaborate on industry changes, their desire to optimize Ellie Mae Encompass®, and for using Lender Toolkit to accomplish their projects.

To all our Friends, Family, Co-workers, Clients and everyone reading this post…

Have a Happy Thanksgiving.

Happy Halloween from Lender Toolkit!

Do you have a project that is getting SCARY??

Our favorite project management tool gave us some great advice on common project pitfalls!

Learn more about our partner for Project Management

Is you project getting out of control to the point it is scary (ahhhhh!!)? Whether it wasn’t scoped out correctly, communication broke down, or something unexpected, there is no horror like a project that’s gone sideways!

There is no need to fear, however! Battling a project management monster can be scary, but there are ways to go into battle and come out winning. Here are the most common monster’s and how to come out ahead:

The Mummy
You’re getting wrapped up in the small things

The details of a project are important, but getting caught up in the day-to-day can bring you down. Focus on the big picture and be sure to balance out your long-term goals with you short-term goals. Using the right tools can help you to plot things out and track your progress as you accomplish tasks that move you towards your targets.

The Vampire
The life force is being sucked from your team

Does it feel like you team has been, well, drained? The lifeblood of a project is essential for a project to be successful. One person’s attitude may be draining the team, or maybe morale is low and you don’t know why? To restore your project’s lifeblood, you need to first identify the source of the problem. Find out where it’s coming from and why. Could it be from dissatisfied team members, team member frustration, micromanagement, or a lack of recognition? All of these things can bring your team down. Try addressing the source and turning it into actionable feedback that can improve the life-source of your project.

If you can’t find the source of the negativity in your project, it may be worth asking yourself if maybe you are the source. Take a look at this article to see if you’re the vampire.

Frankenstein (not the doctor! The monster!)
Your creation is spiraling out of control!

You had the best vision for your project, but once more and more people and stakeholders got involved, the project changed into something else entirely! You know the saying: too many cooks in the kitchen spoil the soup! The same saying applies to your project. To fix this, give your project a purpose. Outline the parameters in the discovery phase of your project and be clear at the outcome when someone deviates from the plan. This is especially important when dealing with clients and the scope of the project shifts halfway through. It can have significant effects on the delivery of your work and, more importantly, your bottom line.

The house itself
You’re stuck in old processes

Overtime, a house that is not maintained gets infested, floorboards that rot, lights that blink and crackle, and start to smell bad. This structure you once called a home has now become the enemy. You’re clinging to the old ways and not moving forward with new processes and innovation. It is time to renovate or move out! Be open minded to new technology and solutions. Use the right tools for the job, and your house will be back up in no time!

And finally…

Don’t split up!

Bad things will always happen when your team goes their separate ways. Remember, you are stronger as a team, and, together, you can conquer any problem!

Need help fighting these common project monsters? can help you manage and track your projects

Click here to read more about these common project monsters


Lender Toolkit at PR18

LTK at PR18

Lender Toolkit, proud supporter of the PR18, a leadership summit to convene on the housing crisis facing the territory of Puerto Rico. Lender Toolkit will be attending the summit along with top executives and representatives from the mortgage banks, servicers, suppliers, and government agencies to engage in a series of collaborative discussions.

For more information, please visit:

Encompass 18.3 Critical Patch Release Notes and Recommendations

Ellie Mae has released a critical patch for Encompass 18.3 as well as a Service Pack Release. For a summary and release notes, please download the appropriate PDF below:

MBA Monumental 18 Conference

Booth #660 at MBA Monumental 18 Conference

Every year, MBA’s Annual Convention & Expo is the place to come together to leverage our collective strength and achieve the bests results for your business and our industry. This year, the country’s largest gathering of real estate finance professionals is headed to our nation’s capital, and it’s going to be MONUMENTAL!

Come join Lender Toolkit at Booth #660 at this years MBA Monumental Conference! For more information, visit

Ellie Mae Encompass 18.3 Release Notes and Recommendations

The Encompass 18.3 Major release is coming and is almost here! Some of the new enhancements include:

  • Final round of Know Before You Owe 2 rule changes
  • New fee level Change of Circumstance management

Release Notes Downloads:

Lender Toolkit 18.3 Release Notes and Recommendations

Ellie Mae 18.3 Release Notes

Mortgage Action Alliance - Join the MAA! Your career and industry are at stake. Get involved today.

Take Action with the Mortgage Action Alliance (MAA)

Speak directly with your members of Congress, state legislators and federal regulators about the impact of proposed legislation or regulations with the Mortgage Action Alliance, Inc.® (MAA). This voluntary, non-partisan and free nationwide grassroots lobbying network of real estate finance industry professionals, affiliated with the Mortgage Bankers Association (MBA), is dedicated to strengthening the industry’s voice and lobbying power in Washington, DC and state capitals across America.

Get involved with MAA to play an active role in how laws and regulations that affect the industry and consumers are created and carried out by lobbying and building relationships with policymakers. It only takes a moment to get started, and you do not have to be a member of MBA to enroll.

Read More

Take Action

Join the Mortgage Action Alliance