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Encompass CDI Platform Reviews & Insights

Score8.3 out of 10

5 Reviews and Ratings

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Community insights

TrustRadius Insights for Encompass CDI Platform are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Visually Intuitive and User-Friendly: Multiple users have found Encompass to be visually intuitive and user-friendly. The color scheme is described as kind on the eyes, making it easy to navigate through the system.

Customizable for Specific Needs: Reviewers have appreciated Encompass' customization capabilities, allowing them to tailor the system according to their specific departmental requirements. This flexibility ensures that different teams can optimize their workflow within the software.

Ease of Use: Several users have mentioned that Encompass is very easy to learn and use. The straightforward nature of the system makes it accessible for both new and experienced users, resulting in a user-friendly experience overall.

Encompass CDI Platform Reviews

1 Review

Encompass - easy to navigate but as long as you watch videos first

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use our pipeline and prospects mainly. I use this everyday for about 20 files. I mainly use it for prequals to closing. I like using Scenarios as well so I can play with the borrowers numbers until they are approved. Many forms I use such as Loan Estimate and Pre-approval.

Pros

  • 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

Cons

  • 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

Likelihood to Recommend

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.
VU
Verified User
Administrative Assistant in Sales (1001-5000 employees)
Vetted Review
Encompass CDI Platform
3 years of experience