Case Study: Southwest Business Corporation (SWBC) achieves automated compliance and faster TRID readiness with ICE Mortgage Technology (Encompass)

SWBC Mortgage Automates Compliance and Takes on TRID with Ease—with Help From Encompass

SWBC Mortgage Corporation, a San Antonio–based full-service mortgage lender, faced growing compliance and efficiency challenges as TRID approached. The company was relying on manual, spreadsheet-based processes that couldn’t scale, so it needed a more reliable, automated way to manage disclosures and regulatory checks.

SWBC implemented Ellie Mae’s Encompass across 650 users in six months, using Encompass Compliance Service, eFolder/eDisclosures, custom workflows and vendor integrations. The result: automated compliance checks and tasks, faster processing, fewer manual errors, improved pipeline visibility, and time savings that reduced the need for additional staff while keeping the firm TRID-ready.

Southwest Business Corporation(SWBC)

Michelle Juarez

Business Systems Manager