Encompass® CRM

Generate leads, build relationships, grow faster, and stay compliant


Encompass CRM

Use automated one-to-one marketing with professionally designed, individually tailored communications combined with business intelligence to capture attention, and close more loans.

Dramatically increase conversions and lower marketing costs

Sales and marketing costs can make up as much as 70% of the total per loan origination cost*, making it critical for lenders to optimize their marketing efforts for maximum ROI. Encompass CRM gives you everything you need to get more—much more—out of your marketing:



Lenders are using Encompass CRM to**:

  • Double prospect conversion
  • Triple purchase retentions
  • Double purchase business from referral partners

Automate and personalize marketing to dramatically increase results: Send detailed one-to-one marketing campaigns tailored specifically for your customer or referral partner and have prospects/customers automatically assigned to pertinent campaigns

Generate more referral business: Automatically send referral partners post-close surveys after each successful transaction to help ensure return business

Capture more new and repeat business: Easily set up recurring, targeted, and personalized campaigns to existing and prospective customers and provide current borrowers with personal, customized loan reviews and payment strategy reports

Make smarter marketing decisions: Built in business intelligence tools let you benchmark your business against your competitors, identify areas for improvement, and increase employee accountability

Stay compliant with CFPB regulations: Integrated compliance and case management tools let you respond to and resolve issues as well as adapt policies and procedures based on successful complaint resolutions

*MBA and STRATMOR. **Ellie Mae Encompass CRM Business Analysis.

Encompass Direct Mail:
Deliver the right message to the right audience

Access a unique marketing solution that lets you reach new and existing customers with targeted, relevant direct mail campaigns specifically tailored to your audience.

Resources

"Every one of our loan officers would say that his or her business has increased since Encompass CRM."


Lisa Buelow
Mortgage Marketing Manager