
Encompass
Über Encompass












Encompass Preis
Encompass bietet keine Gratisversion und keine kostenlose Testversion.
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- Branche: Finanzdienstleistungen
- Unternehmensgröße: Selbstständig
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Don't expect to learn this software quickly
I received the trial version of this software back in 2000, while I was using a very user friendly software that this software has put them almost out of business. I was so excited about this software when I was running my own small business but I couldn't even get anyone to tell me how much it cost because they wouldn't talk to me, in addition, it hadn't been fully released just yet. I am a mortgage loan processor. I have worked for companies that are lenders and brokers, plus ran my own small company. I have worked for approximately 5 mortgage companies, but only one of the 5 had the assets and server to run it. In addition, server size and assets are not the only requirements to run this software, you need in house admins that have a lot of experience with this software.
Vorteile
What I like most about this software it has the ability to do anything you set up for it to do but with a high price and very educated admin needed.
Nachteile
The price of this software is not even available publicly and what is required to run this software is very much hidden from the public.
- Branche: Bankwesen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Robust Mortgage LOS
My overall experience with Encompass is positive. I did take admin classes so I could properly add/remove loan programs, user profiles and set business rules. All of our users became very comfortable with the functionality of the program. Several employees that left our company have shared with me that they missed the functionality of this program.
Vorteile
Encompass is a robust mortgage software with a lot of robust features and solutions for mortgage bankers. I would consider it the industry standard platform for this business sector. Everything is customizable, including the permissions of each type of user and many functions can be done from directly within the system. I am in accounting, and I heavily utilized their reporting functions which I found to be user friendly and extremely robust. Yo
Nachteile
Set up and administration of Encompass is not for most users. Many companies will either hire a consultant that specializes in administration of Encompass, or the will hire and inside Encompass Administrator. Fortunately, they do provided training if you would like someone from within your organization to take on this role. The cost is also high. I personally felt that more admin services could be included at this price point.
- Branche: Immobilien
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Long time Daily Encompass User
I gave it 3 stars since I like the info and platform and document disclosure portion. But the lack of speed really irks me.
Vorteile
I like the alerts and the platform of finding information that I need on a daily basis.
Nachteile
The software is SLOW. I could be much more productive if the SW moved faster. It takes about 2 minutes to open and close ONE LOAN. I work on at least 12 loans per day... time vampire on that scope.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Quelle der Bewertung
Encompass Review
Once you get the hang of Encompass and explore its nooks and crannies, it becomes a powerful tool in the loan processing business. Initially, the interface felt overwhelming, but over time I found it intuitive and incredibly useful. Its seamless integration with third-party services and real-time updates have streamlined our workflow significantly. While there is a learning curve and occasional slowness, the customizable workflows and comprehensive features have made it essential to our operations, boosting efficiency and improving compliance.
Vorteile
Comprehensive toolset
Seamless third-party integrations
User-friendly interface
Efficient document management
Real-time updates and tracking
Customizable workflows
Strong compliance support
Nachteile
Can be slow at times
Steep learning curve for new users
Occasional interface complexity
High cost for small businesses
Requires frequent updates
Limited mobile functionality

- Branche: Finanzdienstleistungen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Robust and 2nd to none. the long standing standard
overall, this is the tried and true platform that overall has a set of features that puts it ahead of the competition.
Vorteile
the document management and the dashboard customization are probably the biggest features that stand out on the platform
Nachteile
if you don't save often enough, you lose your work - highly annoying. it does not have integrated income calculation worksheets. I realize this changes often, but it seems that integrated income calculations would be a great addition since it is used daily.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
My Expert Review Using Encompass for 10 Years
Encompass is a software many people would use, but as you want to grow and expand your team, it becomes a headache. It is not as efficient to use as other products, it is not web based, and is not team oriented or user friendly.
Vorteile
Their support team regarding technical support with the software, they were extremely knoledgable.
Nachteile
It is using an outdated source code, outdated User Interface, expensive product that is not competitive in its pricing, lack of ease with integrating third party software.

- Branche: Finanzdienstleistungen
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Encompass 360 is the Cadillac of loan origination systems if you can get it to work.
Vorteile
I like all the bells and whistles the loan origination software includes. The system is customizable from every aspect.
Nachteile
I do not like the Ellie Mae hosting of the data servers. Their servers are very inconsistent. Also, there are issues when more than 1 person enters the loan.

- Branche: Bankwesen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Encompass is a DUD
Vorteile
Encompass has many features which makes the system very versatile.
Nachteile
I do not like the software because it is very slow for the end user. Also, all the features makes the software overwhelming at times.

- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Encompass
Vorteile
ease of use and description of tabs is a plus
Nachteile
the latency issues with this software is too much- needs a faster process
- Branche: Immobilien
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
A very robust tool for loans officers and loan professionals when determining loan options and...
Vorteile
very flexible and customer service is very good. They are very attentive to requests and are able to timely rectify problems with viable solutions
Nachteile
Not enough conferences to attend. The conferences are a wealth of information and would like to see them more often
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Te ayuda con tus finanzas
Vorteile
Es in programa muy intuitivo y de fácil uso e implementacion
Nachteile
Depende el equipo donde se instale si no cumple las características se torna lento
- Branche: Bankwesen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Needed but Not User Friendly
Its probably the best it gets but unfortunately noone has yet to do it better. Saddening to think we can so so many things in Home Loan Origination that make it easy on the consumer yet lack so severely in the development of a user-friendly LOS system.
Vorteile
Encompass is probably the best LOS system out there but that's also the problem. It has a lot of features, so many in fact that it makes it even more difficult to use. You "can" do just about anything in Encompass in regards to Loan Origination but it is not easy to learn and very cumbersome to use.
Nachteile
Too busy. Too much like I'm sitting at a 1985 version of Apple IIe computer. It's not very user friendly and doe not have near the helpful help buttons that it needs to quickly explain the thousands of different radio buttons and boxes that it offers. Sure, you can call their "help desk" number or watch their training videos, but have you ever had to watch a training video for Amazon? eBay? Google? - Get my point?
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Encompass Review by Mortgage Operations Professional
Encompass is a solid tool for originating mortgage loans, especially when selling to FNMA or FHLMC. It provides convenience in terms of one place to keep all loan files, including those with adverse action notices and closed and sold loans. The functionality can take time to master, but it is simple enough once you know your way around.
Vorteile
It was a great tool for tracking loans from origination to closing and beyond. The disclosure tracking system ensures compliance with all applicable laws and regulations. The ability to run AUS, order appraisals, and obtain VOEs and other third-party documentation was convenient and efficient.
Nachteile
The formatting was a little archaic. The methods for searching were not always user friendly and it was hard to know if everything I was attempting to search for was being pulled up. Some forms could not be edited while certain windows were opened, which was inconvenient.
- Branche: Bildungsmanagement
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Encompass - Mortgage - Intern Review
Overall, I love Encompass. It was very easy to learn and was effective in managing loan information. I'm sure I will see Encompass again in my future shortly.
Vorteile
This software is very user friendly. It's able to hold TONS of information and organize it all into one place. The pipeline is very easy to navigate. It's clearly shown what is what. I loved using this software while in my internship, I really learned a great deal.
Nachteile
The one thing I didn't like about it is the visual aspect. It kind of just looks outdated and old.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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
Vorteile
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.
Nachteile
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.
- Branche: Unternehmensberatung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Poor Performance and Customer Service
I'm an IT professional who hates this antiquated software with a passion. The performance is horrible and has customer support to match. Regardless of the issue, their answer is to add more RAM. Their data center is crashing? Not theirs but yours for not having 24GB of RAM per machine. Their app is 32-bit so it can't even use more than 4 GB. I attended the Ellie Mae conference trying to get an idea of what others did to improve performance. Their response was that you should just learn to deal with it because Ellie Mae won't acknowledge issues.
Vorteile
Nothing comes to mind. I'm currently looking at other options to replace Encompass.
Nachteile
Everything. The app is obsolete and needs to be completely replaced. Ellie Mae lacks the expertise to host a data center and it shows. Most days their IT staff have no idea an issue is occurring. Customer support's default reply is "no one else has complained" until they realize it is a wide spread issue and only then do they take any sort of half hearted action. When Encompass crashes, and it will frequently, there is nothing you can do but restart your process.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Great Origination LOS for Mortgage Lenders
Anyone who can take a 1003 application will find this system a breeze to use. It is easy for an originator who is not computer savvy to use without too much system training.
Vorteile
This program is based online so you can access your client's loan from anywhere and work from any location. The ability to merge, duplicate, and split files makes this an incredible LOS to work in since loan scenarios can change at any time.
Nachteile
If you do not have internet or have an internet outage, you will not be able to access the software.
- Branche: Bankwesen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Good software but...
I have used Encompass at several different companies. In each case, it is set up differently causing a huge learning curve. I realize that it is designed to be customizable to each company but it is TOO customizable. It needs to be more standardized because the admins who support it (as best they can) spend to much time chasing down problems and compliance issues. When a group of admins have had to create their on group online to discuss problems because they are not getting support from the company that's pretty bad. Apparently, the strength of this software is the servicing side which I am not familiar with. The origination side is clunky compared to Point, Genesis, Byte, Dorado and others I have used in my 33 years in the business.
Vorteile
Good on the servicing side
Nachteile
Software is too busy and visually unorganized and not user friendly or intuitive.
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
I'm a daily user
Vorteile
Easy to organize and search, run reports. I like that you can store additional paperwork in the efolder and assign specific user roles
Nachteile
It can be very slow if a lot of users are on at once. Maybe due to server issues or internal network
- Branche: Finanzdienstleistungen
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Encompass is a necessary evil.
Vorteile
It provides us with the ability to create loan applications, and that's about all it is good for.
Nachteile
It is very "clunky" and not even sort of user friendly. It is slow as heck and well behind the times technology-wise.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Lots of in-house work & cost
It is a system necessary to complete the origination and training.
Vorteile
Does have some cool features especially around state disasters and other triggers and red flags to help identify issues which are more ancillary.
Nachteile
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.

- Branche: Bankwesen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Thes best for mortgage agreed
Vorteile
This is the best software for mortgages easy to use and user friendly
Nachteile
Least like about software is when there is an update there are always glitches
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Encompass does it all
Origination software that organizes and maintains the file throughout the process. Allows for complete paperless offices.
Vorteile
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.
Nachteile
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.
- Branche: Bankwesen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great support
Vorteile
ellie mae has fantastic support for any questions or troubleshooting
Nachteile
make sure you have proper bandwidth, takes a lot of resources.
- Branche: Bankwesen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Daily User
Slow and lacking in a true flow process
Vorteile
Integration with DU/LP, Credit, pipeline management
Nachteile
This software has very time consuming issue with custom documents and file saving. . .
- Branche: Bankwesen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Best mortgage software I have ever used.
My experience has been positive. I find it a lot easier than other mortgage software systems.
Vorteile
I like the reporting functions of the software. The ability to order third party services such as flood certificates, appraisals, compliance checks is top-notch. [SENSITIVE CONTENT HIDDEN] does a good job of releases updates and support.
Nachteile
Only one person can work in a file at a time. It would be nice if at least two people could work in a file at once.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Versatile and powerful
I've used several different LOS products and Encompass is by far the best and most versatile program out there.
Vorteile
Encompass's ability to integrate with other programs and software is a huge benefit. To be able to access external sites and partners within this system is such a time saver. It can also be customized and adjusted to suite your needs.
Nachteile
There is a slight delay when saving information.
- Branche: Unterhaltung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
Vorteile
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.
Nachteile
The only issue I have would be to increase the points between each pay band.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Fantastic
Vorteile
I love how easy it is to use and customize to your needs. It is also nice te be able to truat the functions it already performs and why iy perfoms them that way.
Nachteile
I am not sure I have something I dont like. Maybe that in admin reports you have to keep building reports vs being able to use one report that just refreshes with data
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
I've used this software in two different companies over the past ten years.
At the end of the day there's an audit trail to see who may have worked on the respective loan.
Vorteile
Navigating is simple enough, especially when the IT folks in-house have real industry experience up front in setting the system up during the initial launch as a platform.
Nachteile
Lockout periods, poor performance metrics, outdated. System has default coding that flags user scenario situations and causes intermittent lockouts causing delays, and necessitating ADMIN outreach to override. Customer service folks are slow to respond. Lack of urgency.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Very Slow
the slowness of the system is very problematic and causes my work to run inefficiently
Vorteile
everything i need is mostly inside of encompass - very convenient.
Nachteile
Very Slow - the system lags to load and login, it lags to get inside a new file and is slow overall.
- Branche: Bankwesen
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Solid mortgage origination option
We've used Encompass for 15-20 years. It's aged well, and we're currently going through an upgrade, so hopefully the functionality continues to improve. Decent value for the price, and volume that our bank pushes through it.
Vorteile
It's pretty much the industry standard. Easy to use, easy to train on, decent online application process.
Nachteile
It would be nice to see progress on core processor integrations. Many of the other origination systems that we're using now links directly to our core, which helps optimize our workflows.
- Branche: Immobilien
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
The WORST LO Software EVER
If I had it my way I would never, ever use this software again.
Vorteile
A lot of modifications are there to be adjusted.
Nachteile
It looks like Windows 95, slow, slow, slow...
- Branche: Bankwesen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Weitere für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
My favorite LOS
I love this system. When searching for a new LOS system I used Encompass as my bass comparison and no one could match all the needs and wants that Encompass could.
Vorteile
Encompass is my favorite Loan Origination System (LOS). It allows you to customize it to your business needs, helps maintain compliance and more. It integrates with several other systems saving lots of time.
Nachteile
When you create new rules/ edits/ requirements it does not put them on existing files. They will only apply to new loan files.
- Branche: Religiöse Einrichtungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Weitere für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
from the perspective of an applicant
Encompass helped with communication and greatly simplified the mortgage application process.
Vorteile
I was very impressed with how easily this software handled the entire process of my mortgage application. This program made it much quicker and easier than the last time I did this with meetings, faxes, and lots of paper.
Nachteile
The interface seems a little dated. Some of the text is very small. The navigation seems a little weird in places, like, it took me a while to figure out who the provider of the software is.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Best software in the mortgage industry
Vorteile
Encompass has customizable features including different templates to fit our company needs. It is the leading software in the mortgage industry for a reason! It aids us in the loan process all the way to close and the reporting feature is great.
Nachteile
The LO websites are outdated and are due for a major update. Reporting such as website metrics are also limited.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Weitere für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Wish I was still using Encompass
Vorteile
Easy to use, lots of functionality throughout the software. Interface is updated.
Nachteile
Nothing bad to say, a mortgage tool that is actually up to date.
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Decent
Vorteile
My company uses encompass 360 on a daily basis. It's easy to learn and navigate through. It houses multiple functions.
Nachteile
We tend to have system errors on occasion & pop ups which cause you to abort frequently. It rather frustrating.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 201–500 Mitarbeiter
- Weitere für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Encompass 360
Vorteile
The software was very user friendly and if set up correctly would send out automatic emails to the respective parties, this helped keep everyone on the same page during the loan process.
Nachteile
Encompass 360 offers a conversation log that any user can utilize for notes; however it didn't allow notes to be updated, you have to put a new note in each time.

- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Encompass
Vorteile
It does everything you need, but not well
Nachteile
its not really a great in program experience
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Outstanding product
Vorteile
This software is really easy to use and has never given me any issues. I will continue to use this software.
- Branche: Bankwesen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Quelle der Bewertung
Great for HMDA reviews
Overall, I feel the experience with Encompass is great. If they work on improving the slight bugs in their document uploading/storage, I think it would be an even better solution.
Vorteile
Encompass is an easy to use software. I mostly use it to pull saved documents during HDMA reviews, but I am definitely a fan at how easy it makes the process.
Nachteile
We have had issues in the past of some documents not uploading correctly (being corrupted), and it was a pain the track these documents down. It doesn't happen too often, but the software being unreliable even 1% of the time can be a pain.