With the database of clients, prospects and leads becoming larger and more complex, Mortgage lenders understand that choosing the right CRM is essential in not falling short off the competitors in the Mortgage industry. Encompass being the leading provider of LOS software for the mortgage industry in U.S., it is important to take into account the seamless integration with Encompass, when choosing from the top CRMs available for Encompass.
Seamless integration allows lenders to more efficiently and securely share data between CRM and Encompass to drive quality and efficiency in the loan origination process. CRM partners can leverage Ellie Mae’s APIs through the Integrated Partner Program to develop secure seamless integrations.
We take a look at the list of top CRM solutions available in the Mortgage Industry based on their integration with Encompass and other functionalities like lead generation, contact database management, automated marketing, regulatory compliance solution, loan management.
- Jungo by Salesforce:
- The integration allows bidirectional pushing of data between Jungo’s CRM and Encompass to eliminate double-entry of data.
- The integration also automates email updates to the borrower, appraiser, escrow agent, title agent, buying agent and listing agent with real-time data.
- Lenders can also create pipeline views and reports using the most active loan information.
- Velocify LeadManager:
- Velocify LeadManager automatically captures, de-dupes, intelligently distributes, and prioritizes leads so Loan Officers stay ahead of the competition and focused on closing more loans.
- Velocify has partnered with Encompass to provide a robust integration between the systems called Encompass Connector.
- The Encompass Connector allows for leads to be exported directly from Velocify LeadManager to Encompass to create a new loan file.
- Edits made to the Encompass loan file will be automatically synced back to Velocify to ensure data integrity between both systems.
- BNTouch Mortgage CRM:
- BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and lenders alike a solution featuring marketing automation capabilities.
- BNTouch integrates with Encompass enabling the LO to effectively communicate with borrowers and partners at every milestone of the loan process.
- Integration with Encompass also enables seamless transfer of data from Encompass into the BNTouch account so that lender can setup automated communication.
- Total Expert:
- The integration with Encompass allows lenders to deploy automated marketing and engagement based on loan updates from Encompass to drive quality and efficiency in the mortgage origination process.
- This integration enables lenders to access the Total Expert Marketing Operating System (MOS) from within Encompass.
- Seamless integration with Encompass enables LOs to simplify the process of interacting with borrowers.
Ideal integration solution
- The ideal integration of any CRM system should be seamless and two way regarding data transfer eliminating the risk and errors inherent in manual intensive duplicative data entry processes.
- The integration should help mortgage lenders drive quality and efficiency in the loan origination and processing process.
- LOs should be able to edit the contact information, loan details, milestone updates in CRM from within Encompass platform without leaving the Encompass platform.
- The integration should enable lenders to deploy automated marketing and engagement based on loan and milestone updates based on loan file changes in Encompass.
Looking for more information on top CRMs for Encompass or need help in implementing one, leave us a message.
