TrustRadius

Encompass CDI Platform vs. OnlineApplication

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Encompass CDI Platform
Score 8.3 out of 10
N/A
Encompass offers automation capabilities and access to global data sources. Their know your customer (KYC) and anti-money laundering (AML) platform empowers organizations to streamline time-consuming KYC processes and demonstrate AML compliance, from UBO verification and KYC remediation to Politically Exposed Persons (PEP), sanctions and adverse media screening.N/A
OnlineApplication
Score 0.0 out of 10
N/A
OnlineApplication is a Mortgages as a Service platform that provides an end-to-end mortgage journey designed to help brokers and lenders serve their clients in a compliant, fast and efficient manner. They offer a self-driving 'one touch' mortgage designed to deliver even greater efficiencies. The vendor states their aim is to make financial services easier, faster, and better by utilising the latest mobile technology, machine learning, and document management so that intermediaries can deliver…N/A
Pricing
Encompass CDI PlatformOnlineApplication
Editions & Modules
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Offerings
Pricing Offerings
Encompass CDI PlatformOnlineApplication
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Encompass CDI PlatformOnlineApplication
Considered Both Products
Encompass CDI Platform
Verified User
Anonymous
Chose Encompass CDI Platform
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
OnlineApplication

No answer on this topic

Best Alternatives
Encompass CDI PlatformOnlineApplication
Small Businesses
ChurnZero
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Score 7.8 out of 10
ChurnZero
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Score 7.8 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 7.8 out of 10
ChurnZero
ChurnZero
Score 7.8 out of 10
Enterprises

No answers on this topic

No answers on this topic

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User Ratings
Encompass CDI PlatformOnlineApplication
Likelihood to Recommend
9.0
(0 ratings)
-
(0 ratings)
User Testimonials
Encompass CDI PlatformOnlineApplication
Likelihood to Recommend
Encompass is great for pre-qualifications since you can play with the numbers but it's not user friendly when filling out separate program documents. I have different forms to fill out for VA vs Conventional and it's hard to remember if I'm missing any.
Verified User
Anonymous
Read full review
No answers on this topic
Pros
  • Alerts - those are great when you forget to do something
  • Branch Resource Center - shows you what is missing as well
  • Top banner - showing the loan in a snapshot
Verified User
Anonymous
Read full review
No answers on this topic
Cons
  • For VA loans - it would be great if those forms were completely separate or in a folder
  • Have the fico score at the top of the banner (snapshot of loan)
  • 2015 - remind us when a possible fee is missing
Verified User
Anonymous
Read full review
No answers on this topic
Alternatives Considered
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
Verified User
Anonymous
Read full review
No answers on this topic
ScreenShots