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 right now 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.

Lower costs and watch leads turn into loans

Watch how Encompass CRM provides lenders and loan officers everything they need to convert prospects, ensure repeat business, and succeed in this highly competitive market.

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

Lisa Buelow
Mortgage Marketing Manager, Integrity Home Mortgage

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