Power BI 
for Encompass

Build custom dashboards using your Encompass and Velocify data.


Harness the Power of Your Data

ABT is a Tier I Microsoft Cloud Solutions Provider and Certified Encompass Developer focused on delivering next generation Business Intelligence to mortgage companies. Our proprietary Power BI data warehouse is designed so your staff can create custom reports and offer you the right data in near real time. Our pre-built integrations into Encompass and Velocify enable us to deploy a complete Business Intelligence system in weeks, not months. Unlike other solutions that are locked down, our solution gives you access to unlimited fields and full access to the database so you can connect other data sources like accounting or HR systems.

Our solution costs a fraction of what competitors offer, and we deliver an end to end BI system, including a battery of reports and dashboards. Analysts and programmers are not needed as we turn over dashboards ready for any user to access actionable data.





Access live data from Encompass

ABT provides you with access to unlimited fields in Encompass, including any custom fields in near real time. Our data warehouse is structured so that your staff can build their own custom dashboards and reports. We schedule two, 2-hour training sessions so that your BI administrator can quickly and easily create their own dashboards and custom reports. We use the API that’s already included with your Encompass Instance and host the data warehouse in your existing Microsoft tenancy. 

Encompass Data Connect is no longer necessary. We use the API for loan ingestion so the fields we pull do not need to be in the reporting database. Audit multiple loans simultaneously without restrictions, with easy access to actionable business analytics and accurate data, you can more efficiently originate and service mortgages for your customers.

Access live data from Velocify

We provide access to groups, personas, and users. We ingest data on leads, the number of calls, agents, campaign data, lead action and call logs. With real time data from both Encompass and Velocify, you can make better decisions in less time.

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Read The Case Study


It's Not Just For Management

Management isn’t the only one to oversee the company’s data, each employee can log in and see their own metrics every day. They can adjust their activities to be more effective based off dashboard. Now everyone in the company can have their own dashboard and personalize their view. You don’t need to be an Excel expert or an analyst to use Power BI. The dashboards are easy to manage so that anyone can get the information they need without training.


Bring Problems To The Surface

Your team can respond to information without having to spend time in meetings validating data. With actionable information at your fingertips, you can quickly correct problems. Improve the flow of files between processing, underwriting, closing and post-closing departments. Socialize dashboards to increase productivity in your team.

Add Other Data Sources

We deliver a Data Warehouse using SQL as a service and turn the credentials over to your administrator, so you have complete access. With a second copy of your data stored securely in Azure, you can connect your other systems such as HR, CRM and Accounting. If you need assistance, ABT’s programmers are at your disposal.


Our in-house support staff fixes problems swiftly. Our Mortgage Bi Data warehouse includes unlimited system support. We have a help desk available 5:00 am to 6:00 pm (PST) and a 24/7 answering service for afterhours emergency support.