From taking the app to closing—and everything in between
Why piece together a solution when you can get everything you need in one place?
With Encompass360, you’ll go from A-to-Z quickly and seamlessly, keeping track of each loan file, each document and each loan-related task along the way.
Marketing & Relationship Management
Old-fashioned customer service will never go out of style. Deliver it easily
with Encompass360® .
Manage your contacts with a full CRM solution
One place to manage all borrower and business contacts
Complete connection between contacts and their loans
Customizable view—choose the amount and type of loan data to
show
Synchronization with ACT! and Outlook
Support borrowers through the life of the loan with your online
customer portal
Online loan applications that flow right into your pipeline
24/7 online loan status updates
One place for borrowers to review and respond to document
requests
Easily customizable to fit with your company’s brand
Strengthen relationships with a marketing campaign manager
Letter and email templates to easily stay in touch
The ability to create and manage multi-channel and multi-step
campaigns
Easy database mining for targeted campaigns—search by any loan
field
Generate referrals and repeat business with a borrower loyalty service that gives you an automated way to stay in touch with customers
A secure, integrated service that helps you deliver tips, discounts, birthday and holiday messages—all in your name
A way to save your customers time and money on products and services they need for their home or move
The ability to customize your messages and landing page with your photo and company logo
Complete control; you select the emails your borrowers see and can opt-in or out at any time
Contact us
See Encompass360 Broker Edition in action. Contact us to schedule a live demo.» Contact us now
