8.9
Spot Score
Empowering lenders to streamline the loan process.
Add to compare
Encompass offers custom pricing plan
Encompass is a comprehensive mortgage software that streamlines the loan process from start to finish. Users appreciate its user-friendly interface that simplifies tasks like completing a 1003 form and organizing loan files. The system's ability to store and retrieve documents efficiently, automate processes, and provide easy access to information received praise ...Read more
Centralizes and streamlines the mortgage process, enhancing efficiency and organization.
User-friendly interface with customizable options, suitable for both small and large companies.
Enables automation of tasks such as documentation uploads, signatures, and email generation.
Provides extensive functionality and integration capabilities for various CRM software.
Occasional slowness and system freezing, leading to interruptions and potential data loss.
Limited customization options, especially for certain unchangeable features.
Log in Required to View Reviews
Filter results
Sort by :
Showing 31-40 out of 58
CC
Carmila C
01/06/18
Underwriter
What do you like best? It’s easy and simple. Very user friendly system and provides quick response. Make reviewing customers information very easy What do you dislike? Sometimes it’s slow or freezes. The downfall of the system is sometimes it will run slow and it may freeze. There are times you cannot acccess the system because it is down Recommendations to others considering the product: When I used it, it was a good system. Recommend for the mortgage industry due to ease and ...
Read more
PT
Patrick T
12/15/17
Encompass Review
What do you like best? I like how encompass can be used for smaller companies as well as larger ones. I also love how you get emails of everything that happens with a pipeline and how it can integrate with different CRM software's. I also like how you can adjust the software to your company. With 2 different companies the functions were different. What do you dislike? I really hate the fact that the systems keeps freezing and dropping out. It's quite annoying. I've been with 2 ...
Read more
UI
User in Financial Services
12/12/17
Origination & Compliance Specialist
What do you like best? I like how the system shows everything in terms of the necessary documents needed for loan origination, compliance and closing. The way the system is set up works really well when originating loans. What do you dislike? The system itself has a lot of issues in terms of constantly crashing and freezing throughout the day. What problems are you solving with the product? What benefits have you realized? We are resolving a lot issues in terms of Compliance and ...
Read more
ES
Executive Sponsor in Financial Services
11/06/17
we recently converted to the encompass system
What do you like best? better integration and seamless end to end solutions What do you dislike? the customer (consumer) platform needs updated What problems are you solving with the product? What benefits have you realized? allows for more data points and accurate business intelligence analysis that we didn't have with our prior system
UI
User in Financial Services
10/25/17
Encompass 360
What do you like best? Its an easy platform to use that helps keep our loans organized and concise. What do you dislike? We also use another platform that we transfer files from called Vantage and sometimes the integration doesn't go smoothly, but not always. Recommendations to others considering the product: Its really the best thing I have used so far in the mortgage industry. Easy to use, and easy to understand. What problems are you solving with the product? What benefits ...
Read more
BJ
Brian J B
10/19/17
Encompass - Do we have a choice?
What do you like best? Encompass is very thorough. On the producers side, it is pretty self explanatory. I've heard operations say they didn't like it when we switched at my last company. What do you dislike? Because of it being so thorough, my LO's can get a bit lost in what they need to insure is in the system beyond the simple 1003. Seems like it could be more streamlined. Also, I miss being able to be online vs. having to have this downloaded to my computer. I run on Mac's and ...
Read more
CC
Christina C
09/05/17
Great for organization
What do you like best? This keeps all my leads in order and makes it so easy to be organized and on top of things What do you dislike? I can't get rid of leads that are garbage on my own - i would really like more views Recommendations to others considering the product: do it., you wont regret it! What problems are you solving with the product? What benefits have you realized? I use it for lead management to help organize the people interested in purchasing a home
CP
Cristina P
07/30/17
Encompass for HELOCs
What do you like best? Easily manage pipeline of home equity applications and can have borrowers e-sign documents. What do you dislike? Not all information carries over from online applications. Recommendations to others considering the product: Easy to use, ability to customize templates, multiple users. What problems are you solving with the product? What benefits have you realized? Managing two pipelines separately. Mortgage apps and heloc apps are both managed through ...
Read more
UI
User in Financial Services
07/11/17
Easy to navigate
What do you like best? The program allows me to find documents quickly What do you dislike? I sometimes have problems searching for specific files What problems are you solving with the product? What benefits have you realized? Lead management and tracking
IC
Internal Consultant in Financial Services
06/29/17
Industry standard, not perfect - but customizable.
What do you like best? Ellie Mae has a broad network of solution providers and compliance insight (AllRegs). What do you dislike? How they communicate changes and system updates. Recommendations to others considering the product: Plan ahead and simplify structure as much as possible. The simpler, the easier to maintain updates and train end users. What problems are you solving with the product? What benefits have you realized? It is our loan system of record where we ...
Read more
