Are You Getting the Most Out of Your EPPS?
What is an EPPS Health Check?
KensieMae offers an expert A-to-Z review of your EPPS (Encompass Product & Pricing Service) configuration and settings, by the most respected and trusted team in the industry. This best-practice analysis of your setup will first, ensure you maximize the tools and functionality EPPS provides, and second, that your setup supports your business requirements and workflow.
Why? Because history has shown us that 4 out of 5 lenders either:
Miss opportunities because they were unaware of available EPPS functionality
Have a setup that does not fully support their business needs
Have workarounds in place for things that can be solved for with a few simple tweaks to their configuration
How? KensieMae’s EPPS Health Check provides a 3-prong attack, resulting in a holistic, lender-specific analysis with 3 simple steps.
1. Workflow review and usage call
We want to know about you, what types of products you offer, and what your workflow is. Do you have a lock desk and Secondary team, or wear multiple hats? What lenders do you sell to? Can LO’s or Processors lock loans? Any quirky or unique programs? What challenges do you have today? Are you delivering best efforts, mandatory, hedging, etc.?
2. End-to-End Configuration Review
Our team reviews your EPPS configuration, end to end. By comparing not only best practices but most importantly YOUR business requirements and workflow, we create and deliver a findings report with the Health Check analysis results, setting by setting.
3. Report and follow up
If you know anything about KensieMae, you know we’re not in the business of charging by the hour just to deliver some canned report and a Visio! Rather, our team reviews the findings with you, recommends the changes needed or enhancements available, ensures all of your questions are answered and supports you through implementing those adjustments.
Cost: $2500.00
Results: Priceless!
* EPPS (Encompass Product & Pricing Service) is an Ellie Mae® product and solution.
