Encompass CRM is a mortgage marketing automation software designed to help lenders generate leads, build relationships, grow faster, and maintain compliance. It uses automated one-to-one marketing with professionally designed, individually tailored communications combined with business intelligence to capture attention and close more loans. Lenders are using Encompass CRM to double prospect conversions, triple purchase retentions, and double purchase business from referral partners. The software automates and personalizes marketing by sending detailed one-to-one marketing campaigns tailored specifically for customers or referral partners, automatically assigning prospects/customers to pertinent campaigns. It also generates more referral business by automatically sending referral partners post-close surveys after each successful transaction to help ensure return business. Encompass CRM captures more new and repeat business by easily setting up recurring, targeted, and personalized campaigns to existing and prospective customers and providing current borrowers with personal, customized loan reviews and payment strategy reports. Built-in business intelligence tools let you benchmark your business against your competitors, identify areas for improvement, and increase employee accountability. 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.

Features:

• Automate and personalize marketing: 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