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Sobre Encompass

A plataforma digital de empréstimos Encompass fornece soluções criadas para as principais funções de negócios no processo de originação de empréstimos.

Saiba mais sobre o Encompass

Vantagens:

It's able to hold TONS of information and organize it all into one place. The pipeline is very easy to navigate.

Desvantagens:

Locks you into their vendors or you get charged excessively. In addition, it takes hiring one to two certified programmers to keep the programming running while paying excessively.

Notas do Encompass

Pontuação média

Praticidade
3,6
Atendimento ao cliente
3,6
Recursos
4,0
Relação qualidade/preço
3,6

Probabilidade de recomendação

7,1/ 10

O Encompass tem uma classificação geral de 4,0 em 5 estrelas com base em 42 avaliações de usuários no Capterra.

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Filtrar avaliações (42)

Heather
Heather
Mortgage Loan Processor, EUA
Usuário do LinkedIn Verificado
Serviços financeiros, Profissional autônomo
Usou o software para: 6 a 12 meses
Fonte da avaliação

Don't expect to learn this software quickly

5,0 há 3 anos

Comentários: I received the trial version of this software back in 2000, while I was using a very user friendly software that this software has put them almost out of business. I was so excited about this software when I was running my own small business but I couldn't even get anyone to tell me how much it cost because they wouldn't talk to me, in addition, it hadn't been fully released just yet. I am a mortgage loan processor. I have worked for companies that are lenders and brokers, plus ran my own small company. I have worked for approximately 5 mortgage companies, but only one of the 5 had the assets and server to run it. In addition, server size and assets are not the only requirements to run this software, you need in house admins that have a lot of experience with this software.

Vantagens:

What I like most about this software it has the ability to do anything you set up for it to do but with a high price and very educated admin needed.

Desvantagens:

The price of this software is not even available publicly and what is required to run this software is very much hidden from the public.

Alysson
Controller, EUA
Bancos, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Robust Mortgage LOS

4,0 há 2 meses Novo

Comentários: My overall experience with Encompass is positive. I did take admin classes so I could properly add/remove loan programs, user profiles and set business rules. All of our users became very comfortable with the functionality of the program. Several employees that left our company have shared with me that they missed the functionality of this program.

Vantagens:

Encompass is a robust mortgage software with a lot of robust features and solutions for mortgage bankers. I would consider it the industry standard platform for this business sector. Everything is customizable, including the permissions of each type of user and many functions can be done from directly within the system. I am in accounting, and I heavily utilized their reporting functions which I found to be user friendly and extremely robust. Yo

Desvantagens:

Set up and administration of Encompass is not for most users. Many companies will either hire a consultant that specializes in administration of Encompass, or the will hire and inside Encompass Administrator. Fortunately, they do provided training if you would like someone from within your organization to take on this role. The cost is also high. I personally felt that more admin services could be included at this price point.

Jana
Sr. Loan Officer, EUA
Imobiliárias, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Long time Daily Encompass User

3,0 há 3 semanas Novo

Comentários: I gave it 3 stars since I like the info and platform and document disclosure portion. But the lack of speed really irks me.

Vantagens:

I like the alerts and the platform of finding information that I need on a daily basis.

Desvantagens:

The software is SLOW. I could be much more productive if the SW moved faster. It takes about 2 minutes to open and close ONE LOAN. I work on at least 12 loans per day... time vampire on that scope.

Henry
Technical Support Analyst, Filipinas
Serviços financeiros, 51–200 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Encompass Review

5,0 há 7 meses

Comentários: Once you get the hang of Encompass and explore its nooks and crannies, it becomes a powerful tool in the loan processing business. Initially, the interface felt overwhelming, but over time I found it intuitive and incredibly useful. Its seamless integration with third-party services and real-time updates have streamlined our workflow significantly. While there is a learning curve and occasional slowness, the customizable workflows and comprehensive features have made it essential to our operations, boosting efficiency and improving compliance.

Vantagens:

Comprehensive toolset Seamless third-party integrations User-friendly interface Efficient document management Real-time updates and tracking Customizable workflows Strong compliance support

Desvantagens:

Can be slow at times Steep learning curve for new users Occasional interface complexity High cost for small businesses Requires frequent updates Limited mobile functionality

Michael
Michael
loan consultant, EUA
Usuário do LinkedIn Verificado
Serviços financeiros, 501–1.000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Robust and 2nd to none. the long standing standard

5,0 há 3 anos

Comentários: overall, this is the tried and true platform that overall has a set of features that puts it ahead of the competition.

Vantagens:

the document management and the dashboard customization are probably the biggest features that stand out on the platform

Desvantagens:

if you don't save often enough, you lose your work - highly annoying. it does not have integrated income calculation worksheets. I realize this changes often, but it seems that integrated income calculations would be a great addition since it is used daily.

Ron
Loan Store, EUA
Imobiliárias, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

My Expert Review Using Encompass for 10 Years

3,0 há 11 meses

Comentários: Encompass is a software many people would use, but as you want to grow and expand your team, it becomes a headache. It is not as efficient to use as other products, it is not web based, and is not team oriented or user friendly.

Vantagens:

Their support team regarding technical support with the software, they were extremely knoledgable.

Desvantagens:

It is using an outdated source code, outdated User Interface, expensive product that is not competitive in its pricing, lack of ease with integrating third party software.

Jason
Jason
Account Executive, EUA
Usuário do LinkedIn Verificado
Serviços financeiros
Usou o software para: Mais de dois anos
Fonte da avaliação

Encompass 360 is the Cadillac of loan origination systems if you can get it to work.

4,0 há 7 anos

Vantagens:

I like all the bells and whistles the loan origination software includes. The system is customizable from every aspect.

Desvantagens:

I do not like the Ellie Mae hosting of the data servers. Their servers are very inconsistent. Also, there are issues when more than 1 person enters the loan.

Jason
Jason
Senior Account Executive, EUA
Usuário do LinkedIn Verificado
Bancos, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Encompass is a DUD

3,0 há 6 anos

Vantagens:

Encompass has many features which makes the system very versatile.

Desvantagens:

I do not like the software because it is very slow for the end user. Also, all the features makes the software overwhelming at times.

Rana
Rana
Sales Manager, EUA
Usuário do LinkedIn Verificado
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Encompass

4,0 há 6 anos

Vantagens:

ease of use and description of tabs is a plus

Desvantagens:

the latency issues with this software is too much- needs a faster process

David
Business Development Executive, EUA
Usuário do LinkedIn Verificado
Imobiliárias
Usou o software para: Mais de dois anos
Fonte da avaliação

A very robust tool for loans officers and loan professionals when determining loan options and UW

5,0 há 7 anos

Vantagens:

very flexible and customer service is very good. They are very attentive to requests and are able to timely rectify problems with viable solutions

Desvantagens:

Not enough conferences to attend. The conferences are a wealth of information and would like to see them more often

Fredy
Tec. Administración, Colômbia
Serviços e tecnologia da informação, 10.000+ funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Te ayuda con tus finanzas

5,0 há 2 anos

Vantagens:

Es in programa muy intuitivo y de fácil uso e implementacion

Desvantagens:

Depende el equipo donde se instale si no cumple las características se torna lento

Avaliador Verificado
Usuário do LinkedIn Verificado
Bancos, 51–200 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Needed but Not User Friendly

2,0 há 3 anos

Comentários: Its probably the best it gets but unfortunately noone has yet to do it better. Saddening to think we can so so many things in Home Loan Origination that make it easy on the consumer yet lack so severely in the development of a user-friendly LOS system.

Vantagens:

Encompass is probably the best LOS system out there but that's also the problem. It has a lot of features, so many in fact that it makes it even more difficult to use. You "can" do just about anything in Encompass in regards to Loan Origination but it is not easy to learn and very cumbersome to use.

Desvantagens:

Too busy. Too much like I'm sitting at a 1985 version of Apple IIe computer. It's not very user friendly and doe not have near the helpful help buttons that it needs to quickly explain the thousands of different radio buttons and boxes that it offers. Sure, you can call their "help desk" number or watch their training videos, but have you ever had to watch a training video for Amazon? eBay? Google? - Get my point?

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Encompass Review by Mortgage Operations Professional

4,0 há 6 anos

Comentários: Encompass is a solid tool for originating mortgage loans, especially when selling to FNMA or FHLMC. It provides convenience in terms of one place to keep all loan files, including those with adverse action notices and closed and sold loans. The functionality can take time to master, but it is simple enough once you know your way around.

Vantagens:

It was a great tool for tracking loans from origination to closing and beyond. The disclosure tracking system ensures compliance with all applicable laws and regulations. The ability to run AUS, order appraisals, and obtain VOEs and other third-party documentation was convenient and efficient.

Desvantagens:

The formatting was a little archaic. The methods for searching were not always user friendly and it was hard to know if everything I was attempting to search for was being pulled up. Some forms could not be edited while certain windows were opened, which was inconvenient.

zach
student/intern, EUA
Gestão da educação, 201–500 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Encompass - Mortgage - Intern Review

5,0 há 2 anos

Comentários: Overall, I love Encompass. It was very easy to learn and was effective in managing loan information. I'm sure I will see Encompass again in my future shortly.

Vantagens:

This software is very user friendly. It's able to hold TONS of information and organize it all into one place. The pipeline is very easy to navigate. It's clearly shown what is what. I loved using this software while in my internship, I really learned a great deal.

Desvantagens:

The one thing I didn't like about it is the visual aspect. It kind of just looks outdated and old.

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Encompass or Caylyx?

5,0 há 4 anos

Comentários: I give it an 8 out of 10. Encompass takes a while to learn, and if you are new to the industry - it can be a pain to learn this system and how to sell/the process

Vantagens:

You might be wondering what LOS to use. I do recommend Encompass as it has many integrations with pricing and pulling credit. You can completely work in Encompass with minor use of a CRM.

Desvantagens:

I do like using a CRM often. It is great for keeping track, but you cant make any custom fields or access notes/convo log quickly.

William
CTO, EUA
Consultoria de gestão, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Poor Performance and Customer Service

1,0 há 8 anos

Comentários: I'm an IT professional who hates this antiquated software with a passion. The performance is horrible and has customer support to match. Regardless of the issue, their answer is to add more RAM. Their data center is crashing? Not theirs but yours for not having 24GB of RAM per machine. Their app is 32-bit so it can't even use more than 4 GB. I attended the Ellie Mae conference trying to get an idea of what others did to improve performance. Their response was that you should just learn to deal with it because Ellie Mae won't acknowledge issues.

Vantagens:

Nothing comes to mind. I'm currently looking at other options to replace Encompass.

Desvantagens:

Everything. The app is obsolete and needs to be completely replaced. Ellie Mae lacks the expertise to host a data center and it shows. Most days their IT staff have no idea an issue is occurring. Customer support's default reply is "no one else has complained" until they realize it is a wide spread issue and only then do they take any sort of half hearted action. When Encompass crashes, and it will frequently, there is nothing you can do but restart your process.

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros, 1.001–5.000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great Origination LOS for Mortgage Lenders

4,0 há 6 anos

Comentários: Anyone who can take a 1003 application will find this system a breeze to use. It is easy for an originator who is not computer savvy to use without too much system training.

Vantagens:

This program is based online so you can access your client's loan from anywhere and work from any location. The ability to merge, duplicate, and split files makes this an incredible LOS to work in since loan scenarios can change at any time.

Desvantagens:

If you do not have internet or have an internet outage, you will not be able to access the software.

J
EUA
Bancos, 501–1.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Good software but...

3,0 há 9 anos

Comentários: I have used Encompass at several different companies. In each case, it is set up differently causing a huge learning curve. I realize that it is designed to be customizable to each company but it is TOO customizable. It needs to be more standardized because the admins who support it (as best they can) spend to much time chasing down problems and compliance issues. When a group of admins have had to create their on group online to discuss problems because they are not getting support from the company that's pretty bad. Apparently, the strength of this software is the servicing side which I am not familiar with. The origination side is clunky compared to Point, Genesis, Byte, Dorado and others I have used in my 33 years in the business.

Vantagens:

Good on the servicing side

Desvantagens:

Software is too busy and visually unorganized and not user friendly or intuitive.

Avaliador Verificado
Usuário do LinkedIn Verificado
Usou o software para: Mais de dois anos
Fonte da avaliação

I'm a daily user

4,0 há 7 anos

Vantagens:

Easy to organize and search, run reports. I like that you can store additional paperwork in the efolder and assign specific user roles

Desvantagens:

It can be very slow if a lot of users are on at once. Maybe due to server issues or internal network

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros
Usou o software para: Mais de dois anos
Fonte da avaliação

Encompass is a necessary evil.

3,0 há 7 anos

Vantagens:

It provides us with the ability to create loan applications, and that's about all it is good for.

Desvantagens:

It is very "clunky" and not even sort of user friendly. It is slow as heck and well behind the times technology-wise.

Kara
Chief Operating Officer, EUA
Serviços financeiros, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Lots of in-house work & cost

3,0 há 5 anos

Comentários: It is a system necessary to complete the origination and training.

Vantagens:

Does have some cool features especially around state disasters and other triggers and red flags to help identify issues which are more ancillary.

Desvantagens:

Locks you into their vendors or you get charged excessively. In addition, it takes hiring one to two certified programmers to keep the programming running while paying excessively.

Nichole
Nichole
Processoe, EUA
Bancos, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Thes best for mortgage agreed

5,0 há 6 anos

Vantagens:

This is the best software for mortgages easy to use and user friendly

Desvantagens:

Least like about software is when there is an update there are always glitches

Tony
Manager, EUA
Serviços financeiros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Encompass does it all

5,0 há 4 anos

Comentários: Origination software that organizes and maintains the file throughout the process. Allows for complete paperless offices.

Vantagens:

The features that are most impactful is the ability for all levels of the loan process to be able to work on a file without security issues. Each department has its own permissions so there is no concern for file manipulation.

Desvantagens:

The number of features can be overwhelming for new users. It is complex and niche driven. It is very expensive so there isn't universal acceptance in the industry due to the barrier to entry for smaller shops.

Avaliador Verificado
Usuário do LinkedIn Verificado
Bancos, 501–1.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great support

5,0 há 6 anos

Vantagens:

ellie mae has fantastic support for any questions or troubleshooting

Desvantagens:

make sure you have proper bandwidth, takes a lot of resources.

Robert
Mortgage Loan Officer, EUA
Bancos, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Daily User

3,0 há 3 anos

Comentários: Slow and lacking in a true flow process

Vantagens:

Integration with DU/LP, Credit, pipeline management

Desvantagens:

This software has very time consuming issue with custom documents and file saving. . .