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# Encompass Digital Mortgage Solution vs Unify CRM Comparison - What are their main differences?

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Encompass Digital Mortgage...Unify CRM[+ Add Product](#)

Reviews

**Encompass Digital Mortgage Solution** [

4.2/5(61)

](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews#reviews)

**Unify CRM** [

4.4/5(4)

](https://www.g2.com/products/unify-crm/reviews#reviews)

Pricing

**Encompass Digital Mortgage Solution**
No pricing available

**Unify CRM**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Encompass Digital Mortgage Solution**
Not enough reviews yet

**Unify CRM**
Not enough reviews yet

Return on Investment

**Encompass Digital Mortgage Solution**
Not enough reviews yet

**Unify CRM**
Not enough reviews yet

Perceived Cost

**Encompass Digital Mortgage Solution**
$$$$$

**Unify CRM**
Not enough reviews yet

Average Discount

**Encompass Digital Mortgage Solution**
Not enough reviews yet

**Unify CRM**
Not enough reviews yet

Pros & Cons

**Encompass Digital Mortgage Solution**
Not enough data

**Unify CRM**
Not enough data

Screenshots

**Encompass Digital Mortgage Solution**
No screenshot available

**Unify CRM**
 ![Unify CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/61897/expirable-direct-uploads_2F00960421-0e9c-4a56-81b7-564c03cdc7ac_2FBase_Email_Test_Features_12.15.16_Final_web.jpg)

Ratings

Meets Requirements

**Encompass Digital Mortgage Solution**

8.9

8.956

**Unify CRM**
Not enough data

Ease of Use

**Encompass Digital Mortgage Solution**

8.3

8.356

**Unify CRM**
Not enough data

Ease of Setup

**Encompass Digital Mortgage Solution**

6.3

6.39

**Unify CRM**
Not enough data

Ease of Admin

**Encompass Digital Mortgage Solution**

7.8

7.89

**Unify CRM**
Not enough data

Quality of Support

**Encompass Digital Mortgage Solution**

8.0

8.049

**Unify CRM**
Not enough data

Has the product been a good partner in doing business?

**Encompass Digital Mortgage Solution**

7.9

7.98

**Unify CRM**
Not enough data

Product Direction (% positive)

**Encompass Digital Mortgage Solution**

8.4

8.457

**Unify CRM**
Not enough data

Features

Show 3 feature categories with incomplete data

Mortgage CRM[Hide 57 FeaturesShow 57 Features](javascript:void(0);)

Not enough data

Not enough data

Loan Services

LOS Integration - Mortage CRM

Not enough data

Not enough data

Alerts - Mortgage CRM

Not enough data

Not enough data

Lender Relationship - Mortgage CRM

Not enough data

Not enough data

Compliance - Mortgage CRM

Not enough data

Not enough data

Commercial Mortgages

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Client Management

Contact Management - Mortgage CRM

Not enough data

Not enough data

Real Estate CRM - Mortgage CRM

Not enough data

Not enough data

Email Marketing Automation - Mortgage CRM

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Loan Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Escrow Management

Not enough data

Not enough data

Property Tax Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Borrower Management

Not enough data

Not enough data

Pricing Management

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

Refinance Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Residential Mortgages

Not enough data

Not enough data

Agentic AI - Mortgage CRM

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Additional Functionality

Third Party Loan Origination

Not enough data

Not enough data

Loan Servicing

Not enough data

Not enough data

Outsource Processing

Not enough data

Not enough data

Pre-Qualification

Not enough data

Not enough data

Loan Origination

Not enough data

Not enough data

Visual Presentation

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

For Brokers

Not enough data

Not enough data

Credit Reporting

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

API

Not enough data

Not enough data

Client Database

Not enough data

Not enough data

HUD Settlement Statements

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Government Loans

Not enough data

Not enough data

For Borrowers

Not enough data

Not enough data

Promissory Notes

Not enough data

Not enough data

Multi-Branch

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Lender Search

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Amortization Schedule

Not enough data

Not enough data

Customer Statements

Not enough data

Not enough data

Electronic Applications

Not enough data

Not enough data

Payment Tracking

Not enough data

Not enough data

Mortgage Point of Sale (POS)[Hide 9 FeaturesShow 9 Features](javascript:void(0);)

Not enough data

Not enough data

Borrower Tools

Borrower Portal

Not enough data

Not enough data

Comparison

Not enough data

Not enough data

Lender Tools

Loan Pipeline

Not enough data

Not enough data

Credit Pull

Not enough data

Not enough data

Workflows

Not enough data

Not enough data

Mobility

Not enough data

Not enough data

Core Functionality

Integrations

Not enough data

Not enough data

Customization

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Loan Origination[Hide 70 FeaturesShow 70 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Loan Origination

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

API

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Online Applications

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Payment Collection

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Scheduling

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Loan Processing

Not enough data

Not enough data

Cash Flow Management

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

For Commercial Business

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Loan Origination

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Loan Portfolio Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

ACH Payment Processing

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Borrower Management

Not enough data

Not enough data

Credit Check

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Automated Decisioning/Underwriting

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Loan Management

Not enough data

Not enough data

Rules-Based Workflow

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Transaction History

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Multi-Company

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Pricing Management

Not enough data

Not enough data

Customer Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Encompass Digital Mortgage Solution](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png "Encompass Digital Mortgage Solution")](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews)

Encompass Digital Mortgage Solution

Small-Business(50 or fewer emp.)

13.1%

Mid-Market(51-1000 emp.)

65.6%

Enterprise(\> 1000 emp.)

21.3%

[![Unify CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_fff58dc1c58686d2cb269c34970b0858/unify-crm.png "Unify CRM")](https://www.g2.com/products/unify-crm/reviews)

Unify CRM

Small-Business(50 or fewer emp.)

0%

Mid-Market(51-1000 emp.)

50.0%

Enterprise(\> 1000 emp.)

50.0%

Small-Business

(50 or fewer emp.)

13.1%

0%

Mid-Market

(51-1000 emp.)

65.6%

50.0%

Enterprise

(\> 1000 emp.)

21.3%

50.0%

Reviewers' Industry

[![Encompass Digital Mortgage Solution](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png "Encompass Digital Mortgage Solution")](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews)
Encompass Digital Mortgage Solution

Financial Services

70.5%

Banking

21.3%

Real Estate

3.3%

Wholesale

1.6%

Law Enforcement

1.6%

Other

1.6%

[![Unify CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_fff58dc1c58686d2cb269c34970b0858/unify-crm.png "Unify CRM")](https://www.g2.com/products/unify-crm/reviews)
Unify CRM

Financial Services

75.0%

Higher Education

25.0%

‐

‐

‐

Other

0.0%

Alternatives

**Encompass Digital Mortgage Solution Alternatives**

 ![MeridianLink Mortgage](https://images.g2crowd.com/uploads/product/hd_favicon/65ed8ab9fd5d1afe93d8f09630d36708/meridianlink-mortgage.svg "MeridianLink Mortgage")

[
MeridianLink Mortgage
](/products/meridianlink-mortgage/reviews)

 ![Floify](https://images.g2crowd.com/uploads/product/hd_favicon/db489f60a3afe9cbf7dbc39f9dc0b704/floify.svg "Floify")

[
Floify
](/products/floify/reviews)

 ![LendingPad](https://images.g2crowd.com/uploads/product/hd_favicon/96ba50f854322e0598ba2c5471b2cc33/lendingpad.svg "LendingPad")

[
LendingPad
](/products/lendingpad/reviews)

 ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite")

[
nCino's Mortgage Suite
](/products/ncino-s-mortgage-suite/reviews)

**Unify CRM Alternatives**

 ![Lead Management](https://images.g2crowd.com/uploads/product/hd_favicon/0a5407caba4b6fc7ed93d4e1623ae20e/total-expert-lead-management.svg "Lead Management")

[
Total Expert
](/products/total-expert-lead-management/reviews)

 ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM")

[
BNTouch Mortgage CRM
](/products/bntouch-mortgage-crm/reviews)

 ![Shape Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM")

[
Shape Mortgage CRM
](/products/shape-software-shape-mortgage-crm/reviews)

 ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite")

[
nCino's Mortgage Suite
](/products/ncino-s-mortgage-suite/reviews)