En savoir plus sur Encompass

Encompass, un système d'octroi de prêts reconnu du secteur, donne aux prêteurs de toutes tailles un accès à tout ce dont ils ont besoin pour générer et clôturer plus de prêts, en moins de temps, depuis n'importe quel endroit. Soyez plus réactif et offrez une meilleure expérience aux emprunteurs grâce à l'automatisation intelligente basée sur l'IA (intelligence artificielle) intégrée dans l'ensemble du système. En outre, l'intégration de la conformité, la gestion des documents sous forme numérique et la sécurité des données de nouvelle génération permettent à Encompass d'assurer que les prêteurs et les emprunteurs sont préparés et protégés. Encompass permet à tout agent de prêt et souscripteur de suivre les demandes de prêt tout au long du processus d'octroi, d'organiser les dossiers de prêt de manière systématique et d'utiliser le processus automatisé pour effectuer les tâches de souscription de prêt en quelques secondes. La solution permet aux utilisateurs d'archiver les dossiers de prêt et de suivre les prêts clôturés. En outre, la solution permet d'envoyer des e-mails automatisés aux parties prenantes, d'auditer les prêts existants et de garantir la conformité à la législation à l'aide du système de gestion de la conformité. Les autres fonctionnalités offertes par la solution sont les suivantes : gestion des documents, gestion des risques, refinancement, évaluation des prêts, moteur de tarification intégré et gestion de documentation tierce. Developer Connect d'Encompass fournit un accès à une API (Application Programming Interface) ouverte, ce qui aide les prêteurs à personnaliser et à intégrer leurs applications. Cette solution est disponible sur la base d'un abonnement mensuel et l'assistance est assurée par un centre d'assistance en ligne et par téléphone.
Encompass Logiciel - 1
Encompass Logiciel - 2
Encompass Logiciel - 3
Encompass Logiciel - 4
Encompass Logiciel - 5
Encompass Logiciel - 6
Vidéo de Encompass
Encompass Logiciel - 1 - aperçu
Encompass Logiciel - 2 - aperçu
Encompass Logiciel - 3 - aperçu
Encompass Logiciel - 4 - aperçu
Encompass Logiciel - 5 - aperçu

Encompass - Prix

Encompass n'est pas disponible en version gratuite et ne propose pas d'essai gratuit.

À partir de :
Non fourni par l'éditeur
Version gratuite :
Non
Version d'essai gratuite :
Non

Produits similaires à Encompass

Shape

4,8 (42 avis)
La solution cloud de Shape offre des outils conçus pour gérer le marketing et les promotions en ligne, recueillir des...

Lendstream

4,6 (7 avis)
Lendstream est un logiciel de montage et de gestion de prêts basé sur le cloud pour les petites et moyennes entreprises...

HES LoanBox

4,7 (10 avis)
HES LoanBox est une solution logicielle prête à l'emploi qui automatise les processus de gestion des prêts. La...

ABLE Platform

5 (1 avis)
ABLE Origination est une solution de prêt pour tous les types de produits financiers: de détail ou commerciaux. Grâce...

Financial Services Cloud

4,7 (3 avis)
Salesforce Financial Services Cloud est une solution de CRM (Customer Relationship Management) qui aide les entreprises...

Margill Loan Manager

4,8 (48 avis)
Margill Loan Manager est un logiciel de crédit et de gestion de prêt basé sur Windows qui prend en charge divers types...

Apprivo

0
Prenez le contrôle de votre logiciel bancaire avec Apprivo, la plateforme bancaire centrale de finova, conçue pour...

Encompass - Avis

Note globale

4,0
Donnez votre avis !

Évaluation des fonctionnalités

Rapport qualité-prix
3,6
Fonctionnalités
4,0
Simplicité
3,6
Support client
3,6
Loading...

Tous les avis sur Encompass

Filtrer par :
Classer par :
42 avis
Heather
Heather
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
3
Support client
3

5,0
Publié le 15/02/2022

Don't expect to learn this software quickly

I received the trial version of this software back in 2000, while I was using a very user friendly software that this software has put them almost out of business. I was so excited about this software when I was running my own small business but I couldn't even get anyone to tell me how much it cost because they wouldn't talk to me, in addition, it hadn't been fully released just yet. I am a mortgage loan processor. I have worked for companies that are lenders and brokers, plus ran my own small company. I have worked for approximately 5 mortgage companies, but only one of the 5 had the assets and server to run it. In addition, server size and assets are not the only requirements to run this software, you need in house admins that have a lot of experience with this software.

Avantages

What I like most about this software it has the ability to do anything you set up for it to do but with a high price and very educated admin needed.

Inconvénients

The price of this software is not even available publicly and what is required to run this software is very much hidden from the public.

Alysson
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
4
Support client
3

4,0
Publié le 18/12/2024

Robust Mortgage LOS

My overall experience with Encompass is positive. I did take admin classes so I could properly add/remove loan programs, user profiles and set business rules. All of our users became very comfortable with the functionality of the program. Several employees that left our company have shared with me that they missed the functionality of this program.

Avantages

Encompass is a robust mortgage software with a lot of robust features and solutions for mortgage bankers. I would consider it the industry standard platform for this business sector. Everything is customizable, including the permissions of each type of user and many functions can be done from directly within the system. I am in accounting, and I heavily utilized their reporting functions which I found to be user friendly and extremely robust. Yo

Inconvénients

Set up and administration of Encompass is not for most users. Many companies will either hire a consultant that specializes in administration of Encompass, or the will hire and inside Encompass Administrator. Fortunately, they do provided training if you would like someone from within your organization to take on this role. The cost is also high. I personally felt that more admin services could be included at this price point.

Jana
  • Secteur d'activité : Immobilier
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
4
Simplicité
3
Support client
2

3,0
Publié le 23/01/2025

Long time Daily Encompass User

I gave it 3 stars since I like the info and platform and document disclosure portion. But the lack of speed really irks me.

Avantages

I like the alerts and the platform of finding information that I need on a daily basis.

Inconvénients

The software is SLOW. I could be much more productive if the SW moved faster. It takes about 2 minutes to open and close ONE LOAN. I work on at least 12 loans per day... time vampire on that scope.

Henry
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
4
Support client
0

5,0
Publié le 25/07/2024

Encompass Review

Once you get the hang of Encompass and explore its nooks and crannies, it becomes a powerful tool in the loan processing business. Initially, the interface felt overwhelming, but over time I found it intuitive and incredibly useful. Its seamless integration with third-party services and real-time updates have streamlined our workflow significantly. While there is a learning curve and occasional slowness, the customizable workflows and comprehensive features have made it essential to our operations, boosting efficiency and improving compliance.

Avantages

Comprehensive toolset
Seamless third-party integrations
User-friendly interface
Efficient document management
Real-time updates and tracking
Customizable workflows
Strong compliance support

Inconvénients

Can be slow at times
Steep learning curve for new users
Occasional interface complexity
High cost for small businesses
Requires frequent updates
Limited mobile functionality

Michael
Michael
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
4
Support client
0

5,0
Publié le 15/05/2022

Robust and 2nd to none. the long standing standard

overall, this is the tried and true platform that overall has a set of features that puts it ahead of the competition.

Avantages

the document management and the dashboard customization are probably the biggest features that stand out on the platform

Inconvénients

if you don't save often enough, you lose your work - highly annoying. it does not have integrated income calculation worksheets. I realize this changes often, but it seems that integrated income calculations would be a great addition since it is used daily.

Ron
  • Secteur d'activité : Immobilier
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
3
Simplicité
3
Support client
4

3,0
Publié le 04/03/2024

My Expert Review Using Encompass for 10 Years

Encompass is a software many people would use, but as you want to grow and expand your team, it becomes a headache. It is not as efficient to use as other products, it is not web based, and is not team oriented or user friendly.

Avantages

Their support team regarding technical support with the software, they were extremely knoledgable.

Inconvénients

It is using an outdated source code, outdated User Interface, expensive product that is not competitive in its pricing, lack of ease with integrating third party software.

Jason
Jason
  • Secteur d'activité : Services financiers
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
5
Simplicité
2
Support client
3

4,0
Publié le 11/04/2018

Encompass 360 is the Cadillac of loan origination systems if you can get it to work.

Avantages

I like all the bells and whistles the loan origination software includes. The system is customizable from every aspect.

Inconvénients

I do not like the Ellie Mae hosting of the data servers. Their servers are very inconsistent. Also, there are issues when more than 1 person enters the loan.

Jason
Jason
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
2
Support client
0

3,0
Publié le 20/05/2019

Encompass is a DUD

Avantages

Encompass has many features which makes the system very versatile.

Inconvénients

I do not like the software because it is very slow for the end user. Also, all the features makes the software overwhelming at times.

Rana
Rana
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
3
Simplicité
2
Support client
0

4,0
Publié le 14/05/2019

Encompass

Avantages

ease of use and description of tabs is a plus

Inconvénients

the latency issues with this software is too much- needs a faster process

David
  • Secteur d'activité : Immobilier
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 25/06/2018

A very robust tool for loans officers and loan professionals when determining loan options and...

Avantages

very flexible and customer service is very good. They are very attentive to requests and are able to timely rectify problems with viable solutions

Inconvénients

Not enough conferences to attend. The conferences are a wealth of information and would like to see them more often

Fredy
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 29/05/2023

Te ayuda con tus finanzas

Avantages

Es in programa muy intuitivo y de fácil uso e implementacion

Inconvénients

Depende el equipo donde se instale si no cumple las características se torna lento

Utilisateur vérifié
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
2
Simplicité
1
Support client
3

2,0
Publié le 27/08/2021

Needed but Not User Friendly

Its probably the best it gets but unfortunately noone has yet to do it better. Saddening to think we can so so many things in Home Loan Origination that make it easy on the consumer yet lack so severely in the development of a user-friendly LOS system.

Avantages

Encompass is probably the best LOS system out there but that's also the problem. It has a lot of features, so many in fact that it makes it even more difficult to use. You "can" do just about anything in Encompass in regards to Loan Origination but it is not easy to learn and very cumbersome to use.

Inconvénients

Too busy. Too much like I'm sitting at a 1985 version of Apple IIe computer. It's not very user friendly and doe not have near the helpful help buttons that it needs to quickly explain the thousands of different radio buttons and boxes that it offers. Sure, you can call their "help desk" number or watch their training videos, but have you ever had to watch a training video for Amazon? eBay? Google? - Get my point?

Utilisateur vérifié
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
3
Simplicité
3
Support client
0

4,0
Publié le 13/12/2018

Encompass Review by Mortgage Operations Professional

Encompass is a solid tool for originating mortgage loans, especially when selling to FNMA or FHLMC. It provides convenience in terms of one place to keep all loan files, including those with adverse action notices and closed and sold loans. The functionality can take time to master, but it is simple enough once you know your way around.

Avantages

It was a great tool for tracking loans from origination to closing and beyond. The disclosure tracking system ensures compliance with all applicable laws and regulations. The ability to run AUS, order appraisals, and obtain VOEs and other third-party documentation was convenient and efficient.

Inconvénients

The formatting was a little archaic. The methods for searching were not always user friendly and it was hard to know if everything I was attempting to search for was being pulled up. Some forms could not be edited while certain windows were opened, which was inconvenient.

zach
  • Secteur d'activité : Gestion de l'enseignement
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 13/12/2022

Encompass - Mortgage - Intern Review

Overall, I love Encompass. It was very easy to learn and was effective in managing loan information. I'm sure I will see Encompass again in my future shortly.

Avantages

This software is very user friendly. It's able to hold TONS of information and organize it all into one place. The pipeline is very easy to navigate. It's clearly shown what is what. I loved using this software while in my internship, I really learned a great deal.

Inconvénients

The one thing I didn't like about it is the visual aspect. It kind of just looks outdated and old.

Utilisateur vérifié
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
3
Simplicité
5
Support client
5

5,0
Publié le 25/09/2020

Encompass or Caylyx?

I give it an 8 out of 10. Encompass takes a while to learn, and if you are new to the industry - it can be a pain to learn this system and how to sell/the process

Avantages

You might be wondering what LOS to use. I do recommend Encompass as it has many integrations with pricing and pulling credit. You can completely work in Encompass with minor use of a CRM.

Inconvénients

I do like using a CRM often. It is great for keeping track, but you cant make any custom fields or access notes/convo log quickly.

William
  • Secteur d'activité : Conseil en gestion
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
1
Fonctionnalités
1
Simplicité
1
Support client
1

1,0
Publié le 24/08/2016

Poor Performance and Customer Service

I'm an IT professional who hates this antiquated software with a passion. The performance is horrible and has customer support to match. Regardless of the issue, their answer is to add more RAM. Their data center is crashing? Not theirs but yours for not having 24GB of RAM per machine. Their app is 32-bit so it can't even use more than 4 GB. I attended the Ellie Mae conference trying to get an idea of what others did to improve performance. Their response was that you should just learn to deal with it because Ellie Mae won't acknowledge issues.

Avantages

Nothing comes to mind. I'm currently looking at other options to replace Encompass.

Inconvénients

Everything. The app is obsolete and needs to be completely replaced. Ellie Mae lacks the expertise to host a data center and it shows. Most days their IT staff have no idea an issue is occurring. Customer support's default reply is "no one else has complained" until they realize it is a wide spread issue and only then do they take any sort of half hearted action. When Encompass crashes, and it will frequently, there is nothing you can do but restart your process.

Utilisateur vérifié
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
5

4,0
Publié le 15/02/2019

Great Origination LOS for Mortgage Lenders

Anyone who can take a 1003 application will find this system a breeze to use. It is easy for an originator who is not computer savvy to use without too much system training.

Avantages

This program is based online so you can access your client's loan from anywhere and work from any location. The ability to merge, duplicate, and split files makes this an incredible LOS to work in since loan scenarios can change at any time.

Inconvénients

If you do not have internet or have an internet outage, you will not be able to access the software.

J
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
3
Simplicité
2
Support client
1

3,0
Publié le 09/07/2016

Good software but...

I have used Encompass at several different companies. In each case, it is set up differently causing a huge learning curve. I realize that it is designed to be customizable to each company but it is TOO customizable. It needs to be more standardized because the admins who support it (as best they can) spend to much time chasing down problems and compliance issues. When a group of admins have had to create their on group online to discuss problems because they are not getting support from the company that's pretty bad. Apparently, the strength of this software is the servicing side which I am not familiar with. The origination side is clunky compared to Point, Genesis, Byte, Dorado and others I have used in my 33 years in the business.

Avantages

Good on the servicing side

Inconvénients

Software is too busy and visually unorganized and not user friendly or intuitive.

Utilisateur vérifié
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
4

4,0
Publié le 21/02/2018

I'm a daily user

Avantages

Easy to organize and search, run reports. I like that you can store additional paperwork in the efolder and assign specific user roles

Inconvénients

It can be very slow if a lot of users are on at once. Maybe due to server issues or internal network

Utilisateur vérifié
  • Secteur d'activité : Services financiers
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
3
Support client
3

3,0
Publié le 15/05/2018

Encompass is a necessary evil.

Avantages

It provides us with the ability to create loan applications, and that's about all it is good for.

Inconvénients

It is very "clunky" and not even sort of user friendly. It is slow as heck and well behind the times technology-wise.

Kara
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
3
Simplicité
3
Support client
2

3,0
Publié le 30/08/2019

Lots of in-house work & cost

It is a system necessary to complete the origination and training.

Avantages

Does have some cool features especially around state disasters and other triggers and red flags to help identify issues which are more ancillary.

Inconvénients

Locks you into their vendors or you get charged excessively. In addition, it takes hiring one to two certified programmers to keep the programming running while paying excessively.

Nichole
Nichole
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 29/12/2018

Thes best for mortgage agreed

Avantages

This is the best software for mortgages easy to use and user friendly

Inconvénients

Least like about software is when there is an update there are always glitches

Tony
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
5
Simplicité
3
Support client
2

5,0
Publié le 27/10/2020

Encompass does it all

Origination software that organizes and maintains the file throughout the process. Allows for complete paperless offices.

Avantages

The features that are most impactful is the ability for all levels of the loan process to be able to work on a file without security issues. Each department has its own permissions so there is no concern for file manipulation.

Inconvénients

The number of features can be overwhelming for new users. It is complex and niche driven. It is very expensive so there isn't universal acceptance in the industry due to the barrier to entry for smaller shops.

Utilisateur vérifié
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 02/04/2019

Great support

Avantages

ellie mae has fantastic support for any questions or troubleshooting

Inconvénients

make sure you have proper bandwidth, takes a lot of resources.

Robert
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
3
Support client
3

3,0
Publié le 04/08/2022

Daily User

Slow and lacking in a true flow process

Avantages

Integration with DU/LP, Credit, pipeline management

Inconvénients

This software has very time consuming issue with custom documents and file saving. . .

Catégories connexes