Encompass CDI Platform vs. Rocketlane

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

There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.

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

• Saved Project Manager time by 80-85%
• Ease of use, User Friendly interface
• Reminders : Email notification on upcoming due task to task owner
• Publishing of Periodic Project Status Report

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

• Project Opening time
• Automated time tracked should be there
• Every phase has a option to make a call and zoom so time tracked real time

Incentivized

It really helps to support us in supporting our customers.

Incentivized

Because of the impact, it has created in terms of saving resources and time by helping them with project-related timelines.

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

For our specific needs, Rocketlane fits the bill perfectly. It had just the right amount of features without it being overly complicated to teach the client. The pricing also worked out well: just pay monthly licenses per user.

Incentivized

• Dislike can be that we are not able to add tasks when we are filling the timesheet directly and so then we have to go to that project and create task and then put up the time. If I want to fill past days timesheet then this cause double work.

Incentivized