Encompass CRM

Generate Better Leads. Build Stronger Relationships. Stay Compliant.

Use automated one-to-one marketing and business intelligence to capture attention, close more loans, and improve client management.

Benefits

Lenders are using Encompass CRM to:

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

Integrated CRM for the modern mortgage world

Ellie Mae Encompass CRM

Encompass CRM’s one-to-one marketing, relationship management and business intelligence solutions are integrated in our Encompass all-in-one mortgage management solution so you can stay compliant and:

Dramatically increase marketing effectiveness

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Generate more business from referral partners

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Convert prospects into clients

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Keep customers coming back

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Market smarter with effective business intelligence

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Get unparalleled integration, automation, compliance and security

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Easily handle consumer complaints per CFPB rules

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Dramatically increase marketing effectiveness

Send detailed one-to-one marketing campaigns tailored specifically for your customer or referral partnerHave prospects/customers automatically assigned to pertinent campaignsProvide borrowers with a detailed analysis of their home-financing situation compared with current market conditions, along with recommendationsDeliver professionally designed content, personalized to each of your originators close

Generate more and more referrals

Stay engaged and maximize lead opportunitiesAutomatically send referral partners post-close surveys after each successful transaction to help ensure return business close

Convert prospects into clients

Set up recurring, targeted email drip campaigns to existing and prospective customersLeverage a library of more than 200 professionally designed email campaigns, e-newsletters, videos, and direct mail piecesCreate individual, detailed communications on a mass scale – with prospect data automatically loaded from Encompass or other sources close

Retain more business from clients, boost satisfaction

Provide customers with personal, customized loan reviews and payment strategy reportsMake customers feel heard through post-closing surveys, newsletters, and moreEffortlessly commemorate special client occasions (birthdays, anniversaries, etc.) close

Market smarter with effective business intelligence

Benchmark your business against the competitionIdentify areas of improvementIncrease employee accountability and marketing performance close

Get unparalleled integration, automation, compliance and security

Use CRM as part of secure and integrated single system of record to keep data accurate and ensure complianceAutomatically have communications sent at specific loan process milestonesGet detailed reporting on marketing productivity, ROI, and LO/branch performanceUse content created by mortgage and loan production experts to ensure your message remains relevantEnsure referral partner data consistency between Encompass and Encompass CRM close

Easily handle consumer complaints per CFPB rules

Respond to and resolve issues faster with case managementAdapt policies and procedures based on successful complaint resolutions close

Turn leads into loans

Ellie Mae Encompass CRM flow chart

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