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321Forms vs. Encompass CDI Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
321Forms
Score 0.0 out of 10
N/A
N/A
$80
per month
Encompass CDI Platform
Score 8.3 out of 10
N/A
Encompass offers automation capabilities and access to global data sources. Their know your customer (KYC) and anti-money laundering (AML) platform empowers organizations to streamline time-consuming KYC processes and demonstrate AML compliance, from UBO verification and KYC remediation to Politically Exposed Persons (PEP), sanctions and adverse media screening.N/A
Pricing
321FormsEncompass CDI Platform
Editions & Modules
Basic
$80
per month
Basic+
$110
per month
Basic++
$140
per month
No answers on this topic
Offerings
Pricing Offerings
321FormsEncompass CDI Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
321FormsEncompass CDI Platform
Considered Both Products
321Forms

No answer on this topic

Encompass CDI Platform
Verified User
Anonymous
Chose Encompass CDI Platform
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
Best Alternatives
321FormsEncompass CDI Platform
Small Businesses
ChurnZero
ChurnZero
Score 9.6 out of 10
ChurnZero
ChurnZero
Score 9.6 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 9.6 out of 10
ChurnZero
ChurnZero
Score 9.6 out of 10
Enterprises

No answers on this topic

No answers on this topic

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User Ratings
321FormsEncompass CDI Platform
Likelihood to Recommend
-
(0 ratings)
9.0
(0 ratings)
User Testimonials
321FormsEncompass CDI Platform
Likelihood to Recommend
No answers on this topic
Encompass is great for pre-qualifications since you can play with the numbers but it's not user friendly when filling out separate program documents. I have different forms to fill out for VA vs Conventional and it's hard to remember if I'm missing any.
Verified User
Anonymous
Read full review
Pros
No answers on this topic
  • Alerts - those are great when you forget to do something
  • Branch Resource Center - shows you what is missing as well
  • Top banner - showing the loan in a snapshot
Verified User
Anonymous
Read full review
Cons
No answers on this topic
  • For VA loans - it would be great if those forms were completely separate or in a folder
  • Have the fico score at the top of the banner (snapshot of loan)
  • 2015 - remind us when a possible fee is missing
Verified User
Anonymous
Read full review
Alternatives Considered
No answers on this topic
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
Verified User
Anonymous
Read full review
ScreenShots