Item: Encompass CDI Platform
Rating: 9
Author: Verified User

Overall Satisfaction with Encompass

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 and Cons

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

Alternatives Considered

Calyx Point

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.

Key Insights

Do you think Encompass CDI Platform delivers good value for the price?

Yes

Are you happy with Encompass CDI Platform's feature set?

Yes

Did Encompass CDI Platform live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Encompass CDI Platform go as expected?

I wasn't involved with the implementation phase

Would you buy Encompass CDI Platform again?

Yes

Other Software Used

nCino Bank Operating System

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.

Comments

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