Encompass Digital Mortgage Solution Reviews & Product Details

The disclosure triggers and other compliance related flags. Availability of the Day 1 tools is also helpful although having the information populate into the URLA would be preferable. Pipeline views are also customizable which allows me as a branch manager to set up different views based on the status of files in process. Review collected by and hosted on G2.com.

Having used Encompass in the recent past, I was hoping it would have an improved user interface. The layout of the file in Encompass is not intuitive. You have to click too many buttons to get to the relevant information. Thankfully we are able to have borrowers complete an online application so we would not have to complete the application while on the phone with the borrower. Having used custom mortgage software in my last company, the warts of Encompass' functionality were all the more apparent. At the end of the day, the end user in mortgage companies will little say in making the platform more intuitive and user friendly so I guess change will only happen when a second platform threatens Encompass' dominant position in the industry. Review collected by and hosted on G2.com.

It integrates well into our other market platform services. Review collected by and hosted on G2.com.

It can feel clunky to use and is available only on Windows. Review collected by and hosted on G2.com.

This program is easy to use, has great features that help keep organized, and I love the alert system Review collected by and hosted on G2.com.

The UI is a little antiquated but it gets the job done.. It could use some updating Review collected by and hosted on G2.com.

Has an enormous amount of functionality as you can enter any kind of information necessary. Review collected by and hosted on G2.com.

The software is very clunky and slow. It seems more like a program from the early 2000s than an up to date software. Review collected by and hosted on G2.com.

Encompass makes my job easy from the 1003 to disclosures and finding rates. Encompass allows my buyer to see everything when doing a mortgage. They see their rate, their payment, and their closing costs down to the last cent. Encompass also guides me through the process of qualifying my buyer and making sure each item is discussed with my buyer. Review collected by and hosted on G2.com.

Encompass tends to lag from time to time. Also, there is this recurring .NET update that keeps coming up no matter how many times I do the update Review collected by and hosted on G2.com.

I love that you can customize the fields and the order of the fields. I love that there are different pipelines you can view to help stay more organized. I like that you can sort by each field alphabetically. I also like how it has place holders for everyone involved in the file so I know who I can reach out to if I have a question, and the conversation log to keep everything about one file in one space. Review collected by and hosted on G2.com.

I don't like how when you move a field it doesn't stay, I don't like having to reset the pipeline, the loan folder and the view if I want to search for old or denied loans. I wish I could search for a field I wanted and it was better at figuring out what I wanted, some of them are titled weird. I don't like that I cant add things in when other people are in the file. I feel like I could add something in and save it and someone else could still continue working. Review collected by and hosted on G2.com.

EASE IN UPLOADING DOCUMENTATION FOR MY CLIENTS - DOCUMENTS GO RIGHT INTO THEIR LOAN FILE - IT IS A COMPLETELY AUTOMATED SYSTEM - LOAN DOCUMENTS GO OUT FOR SIGNATURE RIGHT THRU ENCOMPASS - ARE UPLOADED INTO THE CLIENTS LOAN FILE AFTER THEY HAVE BEEN SIGNED - SYSTEM GENERATES EMAILS AFTER THE DOCS HAVE BEEN SIGNED - I CAN ORDER APPRAISALS RIGHT THRU THE SYSTEM Review collected by and hosted on G2.com.

THE ONE THING I DON'T LIKE IS THA ONCE THE DOCUMENT HAS BEEN UPLOADED BY THE CLIENT, I HAVE TO DOWNLOAD IT INTO THE FILE BEFORE I CAN VIEW THE DOCUMENT - I WOULD LIKE TO BE ABLE TO VIEW IT FROM THE LIST OF WHAT HAS BEEN UPLOADED SO I COULD TELL IF I WANT TO DOWNLOAD THE DOCUMENT TO THE FILE - SOMETIMES THE CLIENT UPLOADS DUPLICATES AND I HAVE TO DOWNLOAD ALL OF THE DOCUMENTS, DUPLICATES AND ALL - SURE I CAN DRAG THEM TO THE TRASH, BUT I WOULD RATHER BE ABLE TO VIEW WHAT HAS BEEN UPLOADED BEFORE IT ALL GOES INTO THE FILE MANAGER. Review collected by and hosted on G2.com.

Very easy to use, everyone in my work place uses it and it keep files organized Review collected by and hosted on G2.com.

More tabs probably .. there are not much down falls Review collected by and hosted on G2.com.

Clean, easy to use, solid key commands, and aesthetically pleasing. Review collected by and hosted on G2.com.

I felt as though there was a lot of unnecessary material on there that only applies to an admin not a LO. Review collected by and hosted on G2.com.

Encompass is easy to use with proper training for every employee. Review collected by and hosted on G2.com.

Encompass has been known to freeze midway thru the application process. Review collected by and hosted on G2.com.