Pipeline and Reporting Cleanup in Encompass Is Complete!
Have you noticed anything different in Encompass this week? Recent enhancements to pipelines and reporting are now in effect! These exciting changes are outlined below:
- Files are now automatically moved to the Adverse Action folder when the loan status is changed to anything other than “Active Loan.”
- Any loan with a credit app status that is not “Active Loan” is automatically moved to the Adverse Action folder. This enhancement impacts first and second liens in the Current Prospects, My Pipeline, and Underwriting folders.
- Non-active loans no longer appear in pipeline views and reports.
If you have questions or need assistance, please contact BranchSupport@SupremeLending.com.
Reminder: Request New Hire Packets on the Recently Launched Onboarding Portal
Hiring Managers can now submit a new hire request and oversee the hiring of new team members on Supreme’s new online Onboarding Portal. This portal provides real-time status updates on where a new hire is in the onboarding process. With a fresh look and feel, hiring managers can easily enter and find New Hire Details and see which of five onboarding Milestones have been completed, as shown in the screenshot below:
How to Access the Onboarding Portal
You can access the portal at Onboarding.SupremeLending.com or by selecting the “Request a New Hire Packet” on the HR page of Supreme Insight. You must be logged in to the Supreme system or VPN to access the portal. New functionality will be added to the Onboarding Portal when available to further facilitate the hiring and onboarding process. Watch for more features to come!
Did You Know? Storage of Personal Files on Company Computers is Prohibited
Did you know that Supreme’s Information Security Policy includes guidance related to storage of personal files on company computers? The policy states that storage of personal files on Supreme computer systems is prohibited.
10.12 Storage of Personal Files on Company Computer Systems
Storage of personal files on any Supreme Lending computer system is prohibited. Supreme Lending is not responsible, nor is able to extract personal files from company computer systems, after employee termination.
Where Can You Find the Entire Supreme Lending Information Security Policy?
The complete Information Security Policy document is located on Supreme Insight under Guidelines > Policies & Procedures > IT > Policies. Or follow the direct link below to view the policy.
If you have any questions regarding this policy, please contact Information Security via Mark.Nagiel@SupremeLending.com. Thanks for participating in the Information Security effort!
Supreme Has Reached 20% of Our Compliance Training Goal
We’re on track for team members completing this year’s required Compliance training. 20% of the company has completed at least one of the two 10-minute courses. Congratulations to Dave Gaudette from Branch 150 for winning last week’s $50 drawing! Log in to Docebo and take your Compliance training today to be considered in the next drawing on Friday, August 26.
Questions? Contact Training@SupremeLending.com or for Docebo-related issues, DoceboSupport@SupremeLending.com.
Share Supreme’s Inc. 5000 Recognition
The 2022 Inc. 5000 Fastest-Growing Companies in America list has been announced. Supreme Lending is honored to be included for the 8th time in 10 years. The news has been shared on Supreme’s Corporate social media pages. To promote this achievement, you can reshare the Facebook and LinkedIn posts to your social media pages. Find links to the Corporate posts below along with an updated award emblem.
Preview the Auto Pilot Social Posts For Next Week
Here is a preview of next week’s posts for Auto Pilot, which include thanking business partners and celebrating National Dog Day on Friday, August 26. For a low monthly fee ($100/month), the Marketing Team posts three times a week on behalf of all Auto Pilot participants to keep content on their social media profiles fresh and up to date.
| Business Partner Appreciation | Mortgage Myth | Holiday Observance |
|---|---|---|
|
Thanking Real Estate Agents |
Find the House First |
National Dog Day |
Loan Officers interested in enrolling in Auto Pilot can contact Marketing@SupremeLending.com.
Meet Jessica Taylor, Field Marketing Specialist
Hometown: I am from Michigan but I have been in Texas for 13 years.- First Job: Nanny – I love kids!
- History With Supreme: Started as a Marketing Assistant in February 2018 and been here ever since! I’ve been blessed to work my way up.
- Favorite Thing About Supreme: Culture and flexibility. I’m able to go to my side jobs right after work, and my team and bosses support that completely.
- Fun Fact People May Not Know: I wouldn’t say this is a fun fact, but most people don’t know that I was born with crooked pinkies. I broke one in softball, but it was already crooked. When I show people, they freak!
- How to Turn a Bad Day Into a Good One: I’m a big believer in, “There’s light at the end of the tunnel and speaking things into existence.” I always think of that saying when I’m having a bad day, and it usually works. The more that I talk about what I’m going to accomplish, it ends up happening!
- Favorite Vacation Destination: The Netherlands or Belgium.
- Special Interests and Hobbies: Anyone who knows me knows that I live and breathe softball every day after work. I give hitting and fielding lessons and coach a 16U select softball team.
- Favorite TV Show: Any crime show! Not like NCIS, but the real stuff. I will spend a whole Saturday watching all true crime.
