Encompass CDI Platform vs. OnRamp

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.

Incentivized

For in depth large clients with a lot of information and a big build this is a great way to keep things organized, especially if a lot of people are involved. It is not as useful for smaller clients that do not require as much work or required documents

Incentivized

• 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

Incentivized

• Accountability of certain tasks
• breaking down what is needed for each task
• Being able to submit forms or ask for certain information

Incentivized

• 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

Incentivized

• Full management overview of all active projects in a Kansan style board would be good
• Tracking internal ad hoc tasks for projects like customer reported bugs or features, would be great to have follow up targets and better ways to track allocations for these
• Better way to return to a task overview after editing sub-task builders (at the moment it returns to the list and not the specific task or module)

It is very easy and great to use. I love how customizable it is and I can structure it for specific clients while also keeping a specifc theme

Incentivized

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.

Incentivized

All of the others are internal only (or at least the features I have tried), and the key value for us with OnRamp is the customer facing portal. the internal project management and task tracking could be better when compared to other platforms - I probably still have a preference for Wrike or Asana personally for internal items

• It has probably saved me between 2-8 follow up emails and calls with customers on a project, easily accounting for 30minutes to 4 hours saved on projects where the typical billable time is 30 hours.
• I would think that the improvement in own organisation and tracking follow up tasks/needs saves me at least a couple of hours on a project over its duration. Information is more accessible and I am kept on tasks more effectively