Encompass - easy to navigate but as long as you watch videos first
November 01, 2023
Encompass - easy to navigate but as long as you watch videos first
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Encompass
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
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.
Do you think Encompass delivers good value for the price?
Yes
Are you happy with Encompass's feature set?
Yes
Did Encompass live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Encompass go as expected?
I wasn't involved with the implementation phase
Would you buy Encompass again?
Yes