Experience 2020 - Join Lender Toolkit at Booth #1615!

Join Lender Toolkit at Booth #1615

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!

Ellie Mae Experience 2020 - March 23-25. 2020 - San Diego, CA

Lender Toolkit and Velma Partnership and Build Connector

Velma.com and Lender Toolkit partner on Connector deployments

Lender Toolkit and Velma.com 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.”

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 http://www.velma.com. For more information on Connector by Velma, visit http://www.meetconnector.com.

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 http://www.lendertoolkit.com.

Nicole Anderson
Velma Communications
208 854.7900

Brett Brumley
Lender Toolkit Communications
801 784.6514

Read the actual press release here

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.

Thank You For Visiting Us At EllieMae Experience 2019

Lender Toolkit, LLC is back from Ellie Mae® Experience 2019 and grateful to have learned from influential leaders, participated in the many breakout sessions, and met with existing and new clients. These conferences are always a great reminder of the people and mentalities that make the industry so great! So from the bottom of our hearts, THANK YOU! for making this Experience a great experience!

Lender Toolkit had a booth in the main Exhibition Hall where we interacted with and talked to hundreds of mortgage professionals about their needs and current market trends. Lender Toolkit also was showcasing the newest release of the Toolshed™ and PowerTools™ products, which provide plugins, tools, and services to ensure optimal operational efficiency and facilitate the administration of the software.

Lender Toolkit also used this opportunity to announce our partnership with industry experts Mike Beck, from Del Mar Computers, and Nikolai Petrov, from EncompDev! With this partnership, LenderToolkit will continue to pave the way in future tools and integrations with the Encompass Digital Lending Platform®!

Experience'19 Collage

We learned from influential personalities like Simon Sinek, Robbie Bach, Jeff Barr, and many more! We look forward to continuing to apply the things we learn in our organization and in all of our work processes and interactions with our clients!

We’ll see you next year in San Diego at Experience 2020!
EllieMae Experience 2020 SanDiego