Opes Advisors Opts For Ellie Mae’s Encompass Solution

Posted by Patrick Barnard on October 19, 2015 No Comments
Categories : Residential Mortgage

Cupertino, Calif.-based Opes Advisors, a financial services company with 43 locations in California, Oregon and Washington, has selected Ellie Mae's Encompass mortgage management solution as its lending platform.

According to Opes Advisors, the company chose Encompass in order to stay compliant with the new Truth-in-Lending and RESPA Integrated Disclosure regulations and to achieve a consistent, reliable lending process as a fully integrated, all-in-one solution.

Susan McHan, CEO, co-founder and president of the mortgage bank at Opes Advisors, says the company deployed Encompass to specifically support origination, processing, underwriting and closing. Further, the company leverages transaction data and integration with its proprietary Real Estate Decision Technology to help clients make more effective financial decisions.

‘With a single database, we can access information and pull it from multiple sources in a straightforward way. This data is already making us more intelligent and helping us run our company more efficiently to continually innovate ahead of our competition,’ says McHan.

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