Encompass from ICE Mortgage Technology vs. ServiceMax

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.

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Small deployments, where you have some specific need for ServiceMax and absolutely need offline capabilities, and are willing to deal with the problems. Otherwise, you may be better off looking at the built-in Work Orders and field service module that Salesforce is now providing. Their app is direct competition for ServiceMax and integrates much better with cases and knowledge articles.

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• 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.

• As it's built on Salesforce, the reporting tools are fairly robust
• The service flow managers can be setup to easily lead technicians to entering data in the right place

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• 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.

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• Dispatch console seems slow and the data is more of a pull than a push into the database.
• It seems to be a Ferrari and takes a lot of labor hours to configure.
• Still does not integrate with Apple's products very well.

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Invested and believe the system will be able to meet our needs for years to come, plus we have confidence in the company, Ellie Mae.

some minor improvements would make a huge difference to me

No better support around

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Engaged account management. Support is based worldwide but handoffs have not been too painful.

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Should have sent someone to become an admin prior to implementation.

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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.

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ServiceMax has an offline capability, and also integrates with our Salesforce side of business. At the time, Salesforce did not have a field service application so we could not consider it, but if we could now, we would probably go with that instead. ServiceMax is also expensive. But at the time, ServiceMax was the only offering out there that integrated with Salesforce, had mobile offline capability, and could operate at the scale we needed.

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• 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.

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• ROI for ServiceMax is mostly dependent on how in depth the organization wants the software. Our ROI is expected within the second year of operation due to the complexity of integration and the initial training requirements for in-house programmers.
• Inventory control ROI is expected within year three or four due to the number of technicians and creating the foundation of information to import into ServiceMax. Expectations are the front end programming will be complete and our programmers will be better acquainted with the modules and architecture to make the inventory integration smoother than the initial integration.
• Our organization has been working with ServiceMax for ten months and beginning to incorporate the financials to the work orders. This process has not been as seamless as once projected and the root causes are under investigation. It appears the original fields available to track time between employees were not in depth nor segregated sufficiently for granularity.

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