Name: Encompass CDI Platform
Rating: 8.3 (5 reviews)
Author: Encompass Corporation

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Environmental Health and Safety (EHS)

Meeting Management

Procurement

VoIP

Enterprise

Accounting

Expense Management

Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Cost Management

Cloud Storage

Component Content Management

Converged Network Adapters (CNAs)

Data Center Infrastructure Management

Data Observability

Data Pipeline

Extended Detection and Response (XDR)

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Managed Print

Network Performance Monitoring

Password Management System

Release Management

Remote Support

Session Border Controllers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Creative Collaboration

Direct Mail Automation

Email Marketing

Gamification

Intent Data

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Multichannel Retail

Presales

Sales Intelligence

Sales

Certificate Lifecycle Management

Security

Architecture

Commercial Drone

Construction Accounting

Hotel Management

Loan Servicing

Oil and Gas

Public Sector Software

Telemedicine

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Users have made several recommendations based on their experiences with Encompass. The most common recommendations focus on the need for patience and customization, as well as the ease of navigation and training implementation. 

Many users advise that while Encompass may require patience, it ultimately works well. They suggest taking the time to fully understand the system and its capabilities in order to maximize its benefits. 

Customization is another frequently mentioned recommendation. Users recommend tailoring Encompass to meet the specific needs of their departments. By customizing the software, users can optimize its functionality and increase efficiency within their teams.

Several users praise Encompass for its ease of navigation and implementation of training. They find the platform user-friendly and intuitive, making it easy to adapt to and learn. This feature allows users to quickly grasp how to utilize the software effectively.

While there are positive aspects, some users caution that Encompass can be slow at times. However, they still find it user-friendly overall and worth using due to its ease of use and learnability.

In summary, common recommendations from users include having patience when using Encompass, customizing the software to department needs, and appreciating its ease of navigation and training implementation.

Encompass has proven to be a valuable solution for mortgage disclosure processing, significantly improving efficiency and enabling quicker sending out of disclosures. Users have expressed their satisfaction with the time-saving benefits of Encompass, which streamlines the application process and helps them meet deadlines more effectively. Additionally, Encompass's auto-filling and pop-up reminders have been praised by users for their ability to prevent the omission of important information, leading to more complete and accurate applications.

Another key business problem that Encompass addresses is the organization of customer information and progress tracking. Customers have reported improved organization capabilities with Encompass, allowing for easier management of applications and ensuring that customer data remains organized and readily accessible. Moreover, the ability to set closing dates within a specified timeframe has helped streamline the loan closing process, resulting in higher efficiency and smoother operations for users.

One significant benefit of Encompass is its contribution to resolving accounts more quickly, thereby enhancing customer satisfaction. Users have found that the software offers effective tools for resolving accounts efficiently, making it easier to manage customer inquiries and issues. Additionally, Encompass's seamless workflow integration allows for the easy flow of work into the system, facilitating a smoother and more efficient process overall.

Encompass has not only improved internal processes but also brought lenders into the current century by providing them with online capabilities for working with customers and collecting documentation digitally. This modernization has allowed lenders to align their practices with other industries and offer customers a seamless online experience.

Furthermore, Encompass addresses the challenge of missing documents by ensuring that every package prints with all necessary documents. Users have found this feature invaluable in avoiding delays and mitigating errors associated with missing paperwork.

Finally, Encompass has proven itself as a reliable tool for loan structuring and loan applications. Users have successfully utilized Encompass for these processes, experiencing its effectiveness firsthand. The software's user-friendly interface and intuitive navigation have received praise from users, making it easy to find features and information quickly.

Overall, Encompass is a comprehensive solution that helps streamline mortgage lending operations by addressing key business problems such as processing efficiency, customer data accuracy, application completeness, organization and progress tracking, closing date management, account resolution, workflow integration, document printing, and loan structuring.

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.

Glitches, Outages, and Slow Processing: Users have reported experiencing glitches, outages, and slow processing with Encompass. This has resulted in difficulties in using the software smoothly.

Integration Issues: Some users have had problems integrating Encompass with other platforms, such as credit safe. These integration issues have caused inconvenience and frustration for users.

Slow Document Uploads and Sending: Uploading and sending documents to customers can be slow with Encompass, affecting the efficiency of tasks. Several users have mentioned this issue.

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.

Berbix

Ondato

Encompass CDI Platform

Customer Onboarding

Likelihood to Recommend

Encompass Corporation

Calyx Point

nCino Bank Operating System

Encompass 2023-10-26 17:25:27

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Customer Onboarding Software

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.

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

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

Encompass CDI Platform

Overview

What is Encompass CDI Platform?