ExportIt

Challenge
Reporting is a critical part of managing a lender’s loan pipeline. However, in Encompass, sometimes building reports and having to run them manually can be time consuming and not always provide the information management needs to see to make effective business decisions.

Solution
ExportIt in Lender Toolkit’s Toolshed is a powerful Encompass data exporting utility. It can run single reports of data that is harder to access from Encompass’s reports, it can be run automatically, and it can handle data conversion on the fly to present data in whatever way the lender wants.

Value
Being able to automatically run reports on loan data can remove the burden of exports for management reports, delivery to investors, or audits. It takes the burden off of admins or management personnel and runs in the background to provide lenders using Encompass with the data they need.