Encompass CRM

Convert leads to loans

Effective marketing and lead management is essential in today’s competitive lending marketplace. As the purchase market changes, the need to keep your name in front of every viable lead is critical. Equally important is building and maintaining referral partner relationships with realtors, home builders, financial planners, attorneys and others.


  • Manage, nurture and convert leads, without leaving Encompass.
  • Efficient automated marketing campaigns.
  • Generate more purchase leads with online homebuyer marketing tools and interactive websites.
  • Stay in contact with your retail loan clients.

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Stay compliant with one CRM solution

With Encompass CRM™, you get a scalable suite of sales and marketing tools that allow you to manage contacts, leads and marketing campaigns within Encompass®. This eliminates the need to update multiple systems, risk inconsistent data that introduces compliance concerns, and cut unnecessary steps out of the process of converting leads to loans.

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Manage contacts and leads

Update your contacts and manage your leads.

  • Quickly and easily add new contacts and import leads into Encompass CRM with just one click.
  • Access all of your contacts, leads and marketing campaigns from your mobile device.

Streamline the sales process

Easily manage your sales pipeline and update the status of each lead and prospect.

  • Build realistic forecasts and provide complete visibility into sales pipelines.
  • Schedule follow-up tasks with an online calendar system.
  • Get accurate reporting and measure the effectiveness of marketing and sales programs.

Automate your marketing activities

Save time and improve lead conversion rates with automated marketing.

  • Quickly create and send email marketing campaigns to existing and prospective customers.
  • Stay in contact and nurture relationships with existing customers, new prospects, referral partners utilizing drip email campaigns.
  • Choose from a library of professional email templates or easily create your own content relevant to each recipient.

Multiply your referral partners

  • Generate more business from real estate agents and developers and gain control over the sales process.
  • Provide value to referral partners by helping them identify and qualify more prospective homebuyers.
  • Drive prospects to your company website to generate more leads from referral partners such as real estate agents, insurance companies and accountants.
  • Connect with third party originators and gain more business from the wholesale channel.
  • Deploy Encompass CRM’s lead generation technology on affiliate websites to capture more leads.