Encompass from ICE Mortgage Technolgoy (formerly Ellie Mae) is an all-in-one mortgage management solution for lenders.
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Junxure
Score9.5 out of 10
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Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
The system is great for loan origination and downline processing. The thing about Encompass is that it's only as good as its user so I can see where new loan originators or folks who are new to the system can have a huge disadvantage over somebody who is experienced with it. Of course, if you have experience with it it's the perfect tool. Compliance is also a big factor that Encompass does take advantage of. It communicates with various 3rd parties like Blend, appraisal management systems, Loanbeam, etc to help gather data where needed and keep files in compliance as needed. I don't know of any other case use for Encompass outside of loan origination.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Web Center allows us to compete in our market and also allows us to continue to originate loans in markets where we don't have a physical originator.
The software is easy to use so it allows us to train staff very quickly so they can start producing mortgages.
I appreciate receiving information on upcoming updates well before they take place so that I can review the updates and inform the staff of changes they need to be aware of.
Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
Encompass is a powerful tool that is flexible and can be set up to meet your business needs. However, a guide of best practices in designing a workflow process would be a huge resource.
A feature that would be helpful is the ability to easily create pop up boxes that could allow users to identify errors in data being entered in to fields and direct them to a solution to easily correct the error.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I am a long time user of Calyx software. I have loved using Calyx for most of my career. Early on, I did experience Encompass once and I felt it was too "management centric" at the time. After coming back to it now, I realize that my original feelings were more about distrust of my own management than the software itself.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Ellie Mae prepared itself well for TRID. We have been able to manage all of the changes using the configurable workflow to help all users understand the nuances of TRID.
We have gone paperless saving us time in transporting files between users and allowing us to reduce time to close.
Electronic signature of documents has allowed us to reach more borrowers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has saved time by automatically capturing emails.
It has created efficiency from having to keep track of tasks manually or keeping power documents around.
It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
