Case Study: First Home Mortgage achieves faster, more secure loan delivery and major efficiency gains with ICE Mortgage Technology’s Encompass Investor Connect

First Home Mortgage Makes Wells Fargo Data Delivery Easy with Encompass Investor Connect

First Home Mortgage is a $3.5 billion independent mortgage banker with 44 offices across 21 states. Although the company prides itself on efficient origination and operations, its secondary loan delivery remained manual and time-consuming—staff manually registered or locked loans on investor sites, exported or rekeyed files, and uploaded PDFs—adding steps, time and risk to the process.

By adopting Encompass Investor Connect to create a system-to-system workflow with Wells Fargo Funding, First Home automated secure, click-and-go deliveries (including batch sends and stacked document templates). The change cut 2–5 minutes per loan—saving hundreds of hours annually on ~10,000 loans—reduced manual steps, improved data security by avoiding saved files, increased efficiency and profitability, and simplified work for the secondary team.

First Home Mortgage

Eric McCall

Vice President