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.
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.
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.
The user interface, at least where I work, is well thought out and user friendly. I am able to complete a full 1003 (mortgage application in little time. Review collected by and hosted on G2.com.
I feel like at times, it does run slow, not due to our work servers, but from Encompass app itself. Come across this at least a couple of times a week and for a good amount of time too. Review collected by and hosted on G2.com.
My favorite thing about Encompass is how you can find everything you need for your file in the application. All you need can be found right there. It is user friendly and easy to use. It makes the process go smoothly, even when everyone is spread out throughout the company or at different locations. It has helped make me more efficient because of your ability to cater it to you and your companies needs. Review collected by and hosted on G2.com.
I dislike the email/messenger section. Although it is integrated with outlook, you still have to go outside the app for the emails. Review collected by and hosted on G2.com.
Its easy to navigate and information is organized neatly Review collected by and hosted on G2.com.
The web version is very slow and pages take a couple seconds to load.
The system shuts down sometimes without letting me save my work Review collected by and hosted on G2.com.
Now that I am more familiar with Encompass, I like how the information flows from page to page. We also have a lot of custom programming done that allows us to do things very quickly. Review collected by and hosted on G2.com.
I dislike when there are required fields to be completed before you can proceed and all they give you is the field number. I waste a lot of time sometimes. Now that I am more familiar with Encompass it is not that bad of an issue and a lot of times now when there is a missing field you can complete the field right there on the screen that tells you if something is missing. I also dislike how the DTI calculations get all screwy when you have more than one borrowing pair. Review collected by and hosted on G2.com.
The fact that I don't need to be in the actual office to use Encompass is great. There's lots of room for collaboration within one file and multiple people working on that file. Review collected by and hosted on G2.com.
If my internet goes out, then I'm 100% useless within a file. Also, when someone is in the file before you, you're stuck on read-only mode. Which gets confusing if you forget - you could end up doing tons of work and none of it will save since you're in read-only mode. Review collected by and hosted on G2.com.
What I like best about Encompass is that it's so simple to use and that it can be customized to suit your needs. Review collected by and hosted on G2.com.
Something that I always disliked about Encompass was that their server would at times shut down for no reason and it would interrupt our work during the day, I think they really need to work on keeping up with their servers. Review collected by and hosted on G2.com.
I like how encompass can be used for smaller companies as well as larger ones. I also love how you get emails of everything that happens with a pipeline and how it can integrate with different CRM software's. I also like how you can adjust the software to your company. With 2 different companies the functions were different. Review collected by and hosted on G2.com.
I really hate the fact that the systems keeps freezing and dropping out. It's quite annoying. I've been with 2 companies using this software and the problem is consistent. Review collected by and hosted on G2.com.
I like that Encompass is very innovative and is available anywhere there is internet. Long gone are the days that you must be logged onto a vpn to get access to your clients. The applications within the system move smoothly from one to the other and are relatively quick. Review collected by and hosted on G2.com.
I wish it were more customizable. Some of the items that my company wanted to change were among the unchangeable. Review collected by and hosted on G2.com.
Encompass is very thorough. On the producers side, it is pretty self explanatory. I've heard operations say they didn't like it when we switched at my last company. Review collected by and hosted on G2.com.
Because of it being so thorough, my LO's can get a bit lost in what they need to insure is in the system beyond the simple 1003. Seems like it could be more streamlined. Also, I miss being able to be online vs. having to have this downloaded to my computer. I run on Mac's and need to have Windows 7 via Parallels on my laptop just to run this program. MortgageBot was all online, so I could even use my iPad. Miss that. Review collected by and hosted on G2.com.
I have been using encompass as my LOS system for about 4 years now and I love it. It’s extremely user friendly,easy to navigate and I love how all my origination platforms are all in one system. I would highly recommend to other professionals in my industry Review collected by and hosted on G2.com.
The only thing I dislike is how quickly the system times out. It will crash and shut down it your sitting idle in the same file for awhile Review collected by and hosted on G2.com.
For the most part, it does its job. Other than the stability issues, it is pretty easy to use. Review collected by and hosted on G2.com.
In more than one instance, the app freezes and crashes. Sometimes that leads to lost data. Review collected by and hosted on G2.com.
I like that it is very user friendly. You can become familiar with using this program in no time. Review collected by and hosted on G2.com.
I dislike the slowness of the program at times. It freezes more times than not. I think this needs to be looked at because it really does slow down your work flow. Review collected by and hosted on G2.com.
I like the easy access it provides. It is user friendly once you figure out where everything is. Review collected by and hosted on G2.com.
I dislike how slow and behind it is. It needs some major upgrades and enhancements. Review collected by and hosted on G2.com.
Encompass has been great - the one caveat is that many lenders choose to take their base model. If you wish to maximize the effectiveness, you need to customize to your needs. Review collected by and hosted on G2.com.
There isn't much to dislike. I have been with lenders that do not use hard stops - those lenders often find themselves losing money because they don't prevent bad information from going out. Review collected by and hosted on G2.com.
I find the transition from page to paid on the 1003 is much smoother. I also like the document storage features. Review collected by and hosted on G2.com.
I get logged out frequently and every other program always works flawlessly so it is not my wifi connection. I assume it is because the program is bulkier than others, but not sure. Review collected by and hosted on G2.com.