Blend vs. Crowded

I have not experienced any other system that can do what Blend does as easily as Blend. It's very well suited for the mortgage industry and its ability to communicate with Encompass. I don't think it would be a great CRM tool for a company that doesn't need multiple touch points to a client, for instance, if you simply need a name, phone number, and email address Blend would be overkill. Blend is designed specifically to capture a lot of specific details about a client's financial position.

Incentivized

Crowded is very well suited for fraternities, or any non-profit community groups really, that have a centralized fund and rely on members purchasing equipment and materials individually. Any company that requires reimbursements and has to manage dues from numerous members should take advantage of this free application, as it provides a really easy way to manage the finances of an organization

• Easy to use
• Transfers between Blend to Encompass easily
• Runs employment verification

Incentivized

• Good customer service.
• Easy-to-use, free software.
• Useful features.
• A sufficient product for its target market.

• Adding non occupant co-borrowers can be challenging
• I wish we could mirror the client's screen in real-time so we can see where they are in the application
• The user side can be a little challenging, some fields are required to be filled out even though they are not important to the application

Incentivized

• Collaborating more with fraternities to sponsor events.
• Making payments to nationals even easier.

We were using GreekBill before to manage our funds and dues, and it was very outdated and unhelpful. Crowded was much more simple, easy to use, and had way more functions.

• Blend allows me to manage my pipeline easily without having to resort to Excel
• Captures things like birthdays allowing me to have a reason to call clients
• Clients love that it's a secure portal, no more replying to emails with sensitive documents

Incentivized

• It has allowed us to keep track of all our finances and not lose track of funds.
• It has allowed us to lower dues because of this increased accountability and organization.
• No more reimbursement forms and Venmo payments!