Contact vendor directly for pricing information.
Platform is a SaaS solution and requires no additional hardware for installation.
Vendor works with companies of all sizes.
University Federal Grant Union, Goodmortgage.com, First Choice Loan Services, First State Bank of St. Charles, American Financial Network
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.
Ellie Mae was founded in 1997 and is headquartered in Pleasanton, California.