Encompass Support, Training, Administration, and Project Management
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Our Professional Project Management services can help you with Lending Technology projects of any size.
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Configuration and Business Rules can get complicated. We can help you organize your system to your needs and assist with formal change management procedures for the future.
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Let us train your staff to take full advantage of all Encompass has to offer. Our training is customized to your ways of doing business.
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Our Professional Project Management services can help you with Lending Technology project of any size
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Lender Toolkit welcomes Nick Turpchinoff to our Development Team as a Software Engineer. Nick brings 15 years of Software Development to Lender Toolkit. Nick has worked on Enterprise level projects and is well versed in Encompass as well as software development.
Lender Toolkit is excited to announce that James Klein has joined Lender Toolkit as a Senior Software Engineer. Jim has over 15 years of mortgage industry experience along with 27 years of programming. His knowledge and expertise is a great addition to the Lender Toolkit Team.
Note: Due to the emergence of COVID-19, Ellie Mae Experience 20 has been cancelled. Lender Toolkit hopes you and your families remain safe during this troubling time period and hope to see you at Experience 21.
Please join us March 23-25, 2020 at Experience 2020 at Booth #1615 in San Diego, CA! We can’t wait to visit with our current clients and meet up with some potentially new ones! See you there!
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.
Lender Toolkit is pleased to announce that Tammi Alexander has joined the Lender Toolkit Team as our Program/Project Manager. Tammi brings her vast experience and expertise in project management, documentation, regulatory compliance, and configuration. Welcome to the team Tammi!
Don’t miss Lender Toolkit this year in San Francisco, CA at Experience 2019! Come and chat with us at booth #605! We can’t wait to see you there!
Join Lender Toolkit on March 10-13, 2019 in San Francisco at Experience 19! We will be demoing all of our new products and services that can take your business to the next level. Come and chat with us at booth #605 and see what we can do for you! We can’t wait to see you there!
We are excited to announce that Dianna Good has joined Lender Toolkit! Dianna is a high energy professional with the ability to lead. Dianna will be bringing her 25 years of experience in all facets of the mortgage arena. Dianna is a Certified Encompass® Administrator with vast experience in workflows, system management and implementation. She is a great addition to the LTK Team!
We are excited to announce that Gary “Guy” Clouse has joined Lender Toolkit! Guy is a focused and strategic organized thinker with demonstrated success in Implementation and Project Management. As a Certified Encompass® Administrator and computer software expertise, Guy will be a great addition to our Team.
Lender Toolkit is excited to announce that Kari Jo Clouse has joined Lender Toolkit! Kari brings her skills as an implementation consultant and her skills as a Certified Encompass® Administrator. Kari is versed in efficiency review and process improvement and a great facilitator and trainer. With her extensive Mortgage experience and knowledge she will be a vital asset to Lender Toolkit.