Encompass for Brokers

Loan Origination to automate workflow and increase efficiency

Want to get back to the business of doing business? Encompass for Brokers helps you with automation to lower origination costs, originate more loans, and reduce time to close. In addition, as your business expands, it’s easy to transition to Encompass for Bankers to support your growth.

home page and pipeline benefits

  • Customizable home page and pipeline improves workflow
  • Insight into dashboard and pipeline views
  • Configurable tracking and alerts
  • Instant Messenger
  • Conversation Log

Better marketing support

  • Create more effective customer-facing Websites
  • Online Loan Submission
  • Business & Borrower Contact Management
  • Shareable Calendar
  • Task Manager
  • Lead Generation/Capture/Import
  • Contact Synchronization (Outlook/ACT)
  • Marketing Campaign Manager
  • Encompass CRM – Access automated one-to-one marketing and business intelligence (available as an add-on service, 10 seat minimum)

Additional services

  • Encompass Appraisal and Title Service
  • Ability to order services via the Ellie Mae Network

Data Access and Reporting

  • Business reporting
  • 100 user-defined custom fields