Case Study: First United Bank achieves centralized policy access and faster loan processing with ICE Mortgage Technology (AllRegs & Encompass)

First United Mortgage Group Accesses a Single Source for Policies, Procedures and Guides with AllRegs and Encompass Persona-based Workflow

First United Mortgage Group, a mortgage operation of First United Bank based in Durant, OK with lending staff in Plano, TX, manages about $160M in monthly loan volume with 100 loan officers. As the business grew, its policies and procedures were scattered in monthly announcements and lived in employees’ heads, creating delays, inconsistent practices, and an unsustainable onboarding process—so the company needed a single, accessible source for up-to-date policies, procedures, and agency guides.

First United partnered with AllRegs Publishing Services and implemented Encompass Persona-based Workflows to centralize, document, and map role-specific how-to guidance in a searchable Publisher site (including multimedia like instructional videos). The change cut costs by eliminating printed MRI guides, sped new-hire proficiency, reduced loan delays, and saved staff time by making information accessible anywhere so teams can confidently move loan files forward.

First United Bank

Jeff Meuschke

Assistant Vice President Director of Mortgage Training