Trademark Intelligence

In this new age of artificial intelligence, our people are still the core of what makes MortgageTech® the industry's most trusted Encompass partner. Senior administrators with decades of mortgage tech depth — now working with the most advanced AI in mortgage technology and our own product suite. Our team learns your workflows, anticipates your needs, and guides you through every decision tree you face.

  • Dedicated expert paired to your environment
  • Full Encompass configuration, rules & optimization
  • AI-augmented workflow & trigger management
  • User management, roles & security profiles
  • Training, adoption & change management
  • Scales up for migrations, down for maintenance
0
Platform Experts
100+
Combined Years
0
Implementations
24/7
Nationwide Coverage

Full-spectrum Encompass services.
From migration to optimization — the expertise behind the intelligence.

Everything your environment needs. Nothing it doesn’t.

Intelligence!

Platform experts embedded in your environment — the intelligence layer between you and Encompass.

Desktop to Web

Convert your SmartClient customizations — forms, plugins, and workflows — to Encompass web.

Custom WebForms

Award-winning custom data entry screens rebuilt for Encompass web — including our Next Generation Workbook platform.

Plugins → JS

Convert your legacy .NET desktop plugins to modern JavaScript for the Encompass web platform.

API / SDK

Design, build, and deploy essential API and SDK integrations for your workflow.

AI Integration

Azure OpenAI-powered tools built directly into your Encompass workflow.

Cloud & DevOps

Azure Static Web Apps, serverless APIs, enterprise-grade cloud architecture.

Education & Training

Hands-on training for admins, end users, and trainers — desktop and web.

We decode your system.
Down to the last rule.

Our proprietary toolchain connects to your Encompass instance and extracts everything — business rules, field configurations, personas, templates, pipeline data. Then we decompile the VBScript, transpile it to JavaScript, and index every rule for analysis.

📡

Extract Everything

24+ categories of admin settings pulled through three access layers. Business rules, custom fields, personas, milestones, templates, conditions, plan codes, eFolder config, organizations — a complete snapshot of your system.

SDK REST API Internal
🧬

Decode the Rules

Every Encompass business rule hides encrypted VBScript in binary config. We decompile it, transpile all 33 VBScript constructs into executable JavaScript, and index 1,679+ rules by type and field — searchable and runnable in a browser.

Proprietary

Act at Scale

Batch-update loan fields across thousands of files with concurrent processing. Move loans between folders at scale. Query your entire pipeline with composable criteria across 6,000+ fields per loan.

SDK

SettingsPilot™
Your admin's source code, decoded.

Other consultants read your settings. We read your source code. Our VBScript transpiler decodes every encrypted business rule — milestone triggers, field calculations, persona-based access controls, form logic — and converts them into clean JavaScript for analysis.

  • 33 VBScript constructs → executable JavaScript
  • Rules indexed by type, field, and trigger
  • Browser-based rule evaluation engine
  • Pattern detection across all rules
  • Full XLSX + JSON export for offline review
rules-transpiler.js
' ── Encompass Business Rule (VBScript) ──
If Field("CX.LOAN.STATUS") = "Active" Then
  Set Field("CX.RATE.LOCK") = "Y"
  If CDbl(Field("4002")) >= 500000 Then
    Set Field("CX.JUMBO") = "Y"
  End If
End If
▼ transpile ▼
// ── MortgageTech Output (JavaScript) ──
if (field("CX.LOAN.STATUS") === "Active") {
  setField("CX.RATE.LOCK", "Y");
  if (parseFloat(field("4002")) >= 500000) {
    setField("CX.JUMBO", "Y");
  }
}
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Setting Categories
0
Rules Decoded
0
Fields Per Loan
0
SDK Types Mastered

AI doesn't replace admins.
It makes ours invaluable.

Traditional admin work is 80% mechanical configuration, 20% judgment. Our team flips that ratio — using AI and automation to handle the repetitive work while they focus on strategy, optimization, and the decisions that actually move the needle.

Traditional Admin

80% Manual Config
20% Strategy

MortgageTech® Admin

20% Config
80% AI Strategy & Optimization
Core

Inhouse or Outsourced Admin

  • Basic Encompass administration
  • Business rules & workflow setup
  • Custom forms & input sets
  • User management & security profiles
  • Desktop-only — no web strategy
Optimized

Web-Enabled AI Curious Admin

  • Everything in Core, plus…
  • WebFormBuilder capability
  • Basic plugin migration
  • Configuration management
  • Limited automation & scripting
  • Single-environment focus

Our people. Our Admins. Your advantage.

We live and thrive in AI — and right now, you need nothing and no one less. Our Admins will guide you through the maze of decision trees you now face, because 100+ years of mortgage technology experience isn't just history — it's the intelligence that makes it all work together.

Talk to Our Team → See Pricing →

Ready to see it in action?

Book a 30-minute demo. We'll connect to a live Encompass environment and show you exactly what our intelligence layer can do for your operation.