Automate It Like You Mean It.

Eliminate bottlenecks, reduce labor costs, and improve investor readiness with automated post-close delivery inside Encompass®.

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Our MaaS™ Suite

What Is Post-Close Automation?

Post-Close Automation streamlines trailing docs and post-funding through Encompass® workflows for faster, more accurate files. The Investor Delivery add-on completes the cycle, automating package assembly and delivery within two hours, accelerating funding and removing manual prep.

Automate delivery prep and compliance tasks

Register MERS, UCD, FHA UFMIP, and more

Leverage milestone triggers inside Encompass®

Benefits

Automation Just Makes Cents

Manual post-close work is time-consuming, repetitive, and error-prone. Automating these tasks reduces cost and frees your team to focus on investor readiness and audit accuracy.

Lower Labor Costs

Reduce time spent preparing and sending trailing documents

Improve Data Quality

Automation eliminates manual data entry and transmission errors

Accelerate Funding

Deliver faster and improve buy-side relationships

The Results You Can Expect

70

%
Commitment period reductions

30

%
Fewer post-closing errors

95

%
On-time investor deliveries

Trigger delivery → Eliminate manual steps → Improve post-funding readiness

Encompass® Native

Automation That Lives Where You Work.

Post-Close Automation runs inside Encompass®, removing the swivel-chair shuffle and delivering effortless speed, compliance, and ROI.

  • Triggers from Encompass® milestone workflows
  • Uses existing admin configurations and doc types
  • One click, error-checked investor packages
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Automate the Obvious

This solution is ideal for post-closing departments looking to reduce timelines, eliminate human touchpoints, and improve delivery to investors and agencies.

Built For:

  • Post-Close Operations
  • Encompass® Admin Teams
  • Secondary Market Support
  • Compliance Staff
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Streamline Delivery, Reduce Cost, and Stay Audit-Ready

Talk with our team about how post-closing automation can support investor timelines, compliance accuracy, and team productivity.

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Explore the Full MaaS™ Suite

MaaS™ works best when paired with Lender Toolkit’s broader automation tools to deliver a fully optimized mortgage experience from start to finish.