Case Study: First Home Mortgage boosts efficiency and secures loan delivery with ICE Mortgage Technology’s Encompass Investor Connect

First Home Mortgage Makes Investor Data and Document Delivery Easy with Encompass Investor Connect

First Home Mortgage, a $3.5B independent lender with 44 offices across 21 states, faced inefficient, manual data transfers and document uploads in its secondary loan operation that added time, extra steps and security risk. Staff had been exporting files, keying data and manually uploading PDFs to investor sites, slowing throughput and creating potential exposure of borrower data.

By adopting Encompass Investor Connect, the company automated system-to-system delivery of loan data and documents with a secure, click-and-go workflow that supports batching and automatic eFolder stacking. The change cut minutes off each loan (scaling to hundreds of hours annually on ~10,000 loans), reduced manual steps and errors, improved security and profitability, and made the secondary team’s work faster and simpler.

First Home Mortgage

Eric McCall

Vice President