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Ellie Mae Encompass CRM Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Platform is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with companies of all sizes.

Select Customers

University Federal Grant Union,, First Choice Loan Services, First State Bank of St. Charles, American Financial Network


About Encompass CRM

Ellie Mae Encompass CRM Encompass CRM is mortgage-focused CRM software that enables lenders to leverage automated, one-to-one marketing capabilities in order to capture and convert leads, develop and maintain customer relationships, and to ensure organizations remain compliant with CFPB regulations. The platform enables users to create and share detailed and tailored marketing campaigns for each customer or referral partner, automatically assigns prospects or customers to relevant campaigns, and provide borrowers with detailed home-financing analyses compared to current market conditions.

The software provides organizations with the tools to deliver professionally designed content that is personalized for each originators, automatically send post-close surveys to referral partners after transactions, and to set up recurring, targeted email drip campaigns. Additionally, the platform allows users to set up automated communications triggered by specific loan process milestones, respond to and resolve customer issues, and benchmark their company against competitors.

About the Company

Ellie Mae was founded in 1997 and is headquartered in Pleasanton, California.


Encompass CRM Key Features

  • Provides a library of 200+ email campaigns, enewsletters, videos and direct mail pieces
  • Detailed reporting on marketing productivity, ROI, and LO/branch performance
  • Identifies areas of improvement
  • Automatically loads prospect data from either Encompass or other, external sources
  • Increases employee accountability


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