Encompass CDI Platform vs. Rocketlane

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.

Incentivized

There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.

Incentivized

• 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

Incentivized

• The project timelines and tasks feature is nice.
• Status updates can be published, which can be seen by external stakeholders/clients even though they are not on Rocketlane or they have not taken Rocketlane subscriptions.
• Timesheets can be easily tracked through which resource utilization can be planned.

Incentivized

• 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

Incentivized

• Project Opening time
• Automated time tracked should be there
• Every phase has a option to make a call and zoom so time tracked real time

Incentivized

It really helps to support us in supporting our customers.

Incentivized

Because of the impact, it has created in terms of saving resources and time by helping them with project-related timelines.

Incentivized

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.

Incentivized

Ease of User, User Friendliness, Customer Onboarding, Task Management, Effective & Efficient communication, Project Management, E-mail reminders/notifications, Publishing status report, Overview of all projects, Templates, Resource management, Timesheet

Incentivized

• As an admin and end-user, Rocketlane has saved me at least four hours of work every week. Multiply that across the entire team, and we're saving two full days of work by removing all the manual tasks.

Incentivized