Description de EncompassEncompass by iModules is the leading SaaS Constituent Engagement Management provider for educational institutions. Our interconnected suite of modules transforms how institutions create relevant constituent experiences and achieve fundraising success through web content management, marketing communications, online giving, event management, e-commerce, and social media integration. We integrate data, content, and strategy to drive participation and financial growth, while increasing efficiency
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Encompass by iModules is the leading SaaS Constituent Engagement Management provider for educational institutions.
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Great to Work With
Commentaires : The people that work there care about getting things right.
They are always helpful and it is intuitive.
I really do not have any. They are easy to work with.
Encompass is unsurpassed
Commentaires : I learned to originate loans in Encompass, then switched to Empower and longed to return to Encompass. Now that we are back in Encompass- I NEVER WANT TO LEAVE!! Best LOS software EVER!
Encompass just makes sense. Everything is where it needs to be, workflows are easy to adapt, and it is a very user friendly interface.
Honestly, nothing. It is a bit slow in moments but for the most part it is pretty perfect!
It gets the job done- but could always be better
Commentaires : Overall, it's a great tool. I simply don't know of any better one out there right now despite its drawbacks but it has a lot of room for growth and simplicity. The interface is old-school and we should be able to go seamlessly from page to page. Even the reporting aspect of it is often confusing as setting data points and logic into it isn't easy for the average loan officer.
It does the job! Once you are familiar with it and it's capabilities it's fairly good at giving you everything you need for a proper loan application and AUS findings. The thing I like most is that every company I have worked for has maintained a borrower summary screen which is basically information that translates over to different pages if filled out on this screen. Encompass' ability to transfer data from different tabs is very useful and helps speed up the loan app process.
There's a lot that can change. For one, it's incredibly slow a lot of the time. There are always errors presenting themselves and although this can be user error, they should do a better job with making it user friendly across the board. Maybe take a lesson from Apple on how to build software. The system freezes a lot, each company has different versions of it because they are custom made and that can be confusing, there's just too much individual changes that can be made which makes makes the learning curve high.
New User - challenging to get comfortable with
Commentaires : It gets the job done and works well for the operations team.
The third party integrations to populate Title fees, and compare Mortgage Insurance were the most time saving tools
The system either by design or through customization was built with operations focus. It often felt clumsy for origination, seldom was it intuitive or consistent in it's architecture.
Overall an excellent mortgage platform
Commentaires : Overall, I really like this system, it's definitely one of the best I've used in over 25 years. I constantly have to save things which is kind of pain and I wish I could access old pre-qualifications instead of having to contact the administrator. I like being able to access the e-folder after closing, that is a very helpful function and I use it frequently!
Easy to enter information, pricing is up to date, ordering outside services (i.e appraisal, title etc) is included and quick. I like the milestones as well, they help keep me organized.
When I am trying to move it to processing it's not always obvious what the "task" to complete is, that could be made more clear. Also, the e-signing / creating account emails should have a help line number instead of saying "call your loan officer." I don't always know what the error is on the borrower side.