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Encompass CDI Platform vs. OnRamp

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
OnRamp
Score 8.5 out of 10
N/A
OnRamp is customer onboarding experience software that aims to make white-glove onboarding and implementation possible at any scale. Their customer-led onboarding solution helps B2B businesses deliver better onboarding experiences, keep customers engaged, and ramp up customer value without ramping up resources or project management busywork.
$7,164
per year 3 users
Pricing
Encompass CDI PlatformOnRamp
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
Encompass CDI PlatformOnRamp
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
Best Alternatives
Encompass CDI PlatformOnRamp
Small Businesses
ChurnZero
ChurnZero
Score 8.7 out of 10
ChurnZero
ChurnZero
Score 8.7 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 8.7 out of 10
ChurnZero
ChurnZero
Score 8.7 out of 10
Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Encompass CDI PlatformOnRamp
Likelihood to Recommend
9.0
(1 ratings)
8.5
(2 ratings)
Usability
-
(0 ratings)
8.0
(2 ratings)
User Testimonials
Encompass CDI PlatformOnRamp
Likelihood to Recommend
Encompass Corporation
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
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OnRamp Technology, Inc.
Requesting and collating customer data and submissions is awesome - they see exactly what we need and can work through in their own time. This has been a game changer for us. the timeline is awesome too. it is less appropriate for managing ad hoc tasks internally
Verified User
Anonymous
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Pros
Encompass Corporation
  • 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
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OnRamp Technology, Inc.
  • Accountability of certain tasks
  • breaking down what is needed for each task
  • Being able to submit forms or ask for certain information
Verified User
Anonymous
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Cons
Encompass Corporation
  • 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
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OnRamp Technology, Inc.
  • 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)
Verified User
Anonymous
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Usability
Encompass Corporation
No answers on this topic
OnRamp Technology, Inc.
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
Verified User
Anonymous
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Alternatives Considered
Encompass Corporation
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
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OnRamp Technology, Inc.
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
Verified User
Anonymous
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Return on Investment
Encompass Corporation
No answers on this topic
OnRamp Technology, Inc.
  • A great way to keep track of all onboarded clients
Verified User
Anonymous
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ScreenShots