Encompass Digital Mortgage Solution Reviews & Product Details

I worked for a mortgage company in Clearwater, FL for a year. Although I did not work with borrowers directly, I did use Encompass360 40 hours a week. I had to pull loan statuses, HUD approvals, and quite a few other things in order to properly market to borrowers on behalf of the Loan Originator. Encompass360 was difficult to learn at first, but once I got the hang of it, I was pulling reports and training other users to do the same. Reporting was great that I could pull vast amounts of info, it just took a while to pull. Review collected by and hosted on G2.com.

Given that Encompass360 is a large part of everyone's job at any mortgage company, you'd figure they would update their interface and make it more user-friendly. As of now, it looks like an old original version of a file sharer, or a prehistoric version of Windows. I can recall having a hard time understanding what tabs and options did what and what job they corresponded to because of how drab and boring the layout is. I feel like the software doesn't have to be that difficult to operate as an average user. Their reporting is also fairly slow to pull large quantities of data--- maybe try and get a compressor? Review collected by and hosted on G2.com.

I like that Encompass will give hints when hovering over a field to show you exactly what to enter Review collected by and hosted on G2.com.

A mobile app would be a very useful tool to help expedite service to customers when out and about Review collected by and hosted on G2.com.

I have been using Encompass for over three years. I love Encompass, I find it user friendly and helpful. I can quickly manage my pipeline by different criteria. I can also setup how I want to view my loans. Review collected by and hosted on G2.com.

I don't have anything I dislike. There are a lot of features in the software, and I like to keep things simple, I don't use a lot of the graphs and various extra features. Review collected by and hosted on G2.com.

I like the ease of use. I also enjoy that this program makes it possible to have a completely paperless file. Due to this option you can work on files anywhere the program is available. Review collected by and hosted on G2.com.

The only issue I have with the program is that you have to do a fair amount of set up when you first start using the program. Only other issue is the different levels of security that you need to set up if you want. Review collected by and hosted on G2.com.

Because Encompass is so widely used, there are a ton of external resources available (products, consultant services, etc.) that allow you to truly customize the interface. The form builder and reporting functions help you to do some of this in-house, though there are limitations to both. It's rather intuitive to navigate, and the document storage method and pipeline views make organization easy. Overall, it provides a solid framework for companies to build a workflow tailored to their needs. Review collected by and hosted on G2.com.

Support for smaller companies tends to be limited. There are also frequent server issues and problems with updates. The options for integration with a customer portal are not ideal. I have worked on 4 different pricing engine integrations within Encompass, including the proprietary Encompass Product and Pricing Service, and all required workarounds and manual adjustments to function properly. Review collected by and hosted on G2.com.

having been using forever so very familiar Review collected by and hosted on G2.com.

program is slow and can sometimes be clunky Review collected by and hosted on G2.com.

The flexibility of the program. The ability to create the applications for websites to help our banking process is great. Review collected by and hosted on G2.com.

Does slow down the computer systems. There is a lot of information in there and it is hard to distinguish bc of visibility. Everything looks the same. Review collected by and hosted on G2.com.

It is rather comprehensive and easier than most LOSs to customize. Looks great & fairly intuitive to use. Review collected by and hosted on G2.com.

Very slow connections to remote servers. Slow to make needed industry improvements. Difficult to make this focus in on specific non-standard products (VA loans) Review collected by and hosted on G2.com.

Encompass is very user friendly. I have never had any issues, and it helps keep the company and myself in compliance with our loan pipeline. Review collected by and hosted on G2.com.

When Fannie Mae is down, we have issues with Encompass. We handle a lot of reverse mortgages, which cause issues with the software, especially since the application and loan documents are created in a separate software program. Review collected by and hosted on G2.com.

Everything is very step by step. Everything has its own field. Review collected by and hosted on G2.com.

So many tabs...sometimes things are hard to locate Review collected by and hosted on G2.com.