About Encompass

Encompass, the industry’s most recognized loan origination system, gives lenders of every size access to everything they need to originate and close more loans, in less time, from any location. Be more responsive and deliver a better borrower experience with AI-driven, intelligent automation embedded throughout the system. And, with built-in compliance paperless document management, and next-generation data security, Encompass ensures that lenders and borrowers alike are prepared and protected.

Encompass allows any loan officer and underwriter to track loan applications throughout the whole origination process, arrange loan files systematically and utilize process automate to complete loan underwriting tasks in a matter of seconds. The solution lets users archi...


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Supported Operating System(s):

Web browser (OS agnostic)

32 Reviews of Encompass

Average User Ratings

Overall

3.85 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(12)

12

4 stars

(11)

11

3 stars

(6)

6

2 stars

(1)

1

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 32 results

June 2018

David from DeCaro Luxury Real Estate Auctions, Inc.

Verified Reviewer

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

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

Pros

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

Cons

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

October 2020

Tony from Mortgage Moon

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

2.0

Functionality

5.0

October 2020

Encompass does it all

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

Pros

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.

Cons

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.

August 2019

Kara from Mid America Mortgage, Inc.

Company Size: 201-500 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

August 2019

Lots of in-house work & cost

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

Pros

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

Cons

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.

September 2020

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

September 2020

Encompass or Caylyx?

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

Pros

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.

Cons

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.

October 2020

Kelly from SaskGaming

Company Size: 501-1,000 employees

Industry: Entertainment

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2020

Encompassing Visions Software

The benefit of using this software is time management, software provides automated job descriptions, correct competencies which align with core values. Interview guides with the correct competencies for each job. Exceptional customer service.

Pros

Easy to evaluate all jobs/positions provide correct competencies for each job. Job descriptions/interview guides are also ready to print once you have completed the evaluation. Easy to customize. Has the ability for performance management (have not yet implemented) Quick and easy upgrades to software.

Cons

The only issue I have would be to increase the points between each pay band.

Reasons for Choosing Encompass

Unaware of other products.

Reasons for Switching to Encompass

Automated job evaluation, automated job descriptions, previously used a manual evaluation tool and updated job descriptions manually.