Encompass CRM

Generate leads, build relationships, grow faster and stay compliant

Use automated one-to-one marketing with professionally designed, individually tailored communications combined with business intelligence to capture attention, and close more loans.

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Dramatically increase conversions and lower marketing costs

Sales and marketing costs can make up as much as 70% of the total per loan origination cost*, making it critical for lenders to optimize their marketing efforts for maximum ROI. Encompass CRM gives you everything you need to get more out of your marketing:

Experience real benefits

Lenders are using Encompass CRM to double prospect conversions, triple purchase retentions and double purchase business from referral partners.

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

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Your end-to-end workflow

Streamline every step of the mortgage process

ICE Mortgage Technology® delivers a true digital mortgage experience across your entire workflow. Our technology enables mortgage professionals across the industry to focus on personal connections where they need them most.

ICE Mortgage Technology offers a truly differentiated digital platform that provides straight-through processing for a more comprehensive end-to-end workflow.

Sales and Marketing Solutions
Lending Solutions
Secondary Marketing Solutions
Correspondent Lending Solutions

As a technology leader in the mortgage industry, we’re focused on automating the entire process from consumer engagement through loan registration, and every step and task in-between.

eClosing Solutions
Loan Registration Solutions
Settlement Collaboration Solutions

Our industry-leading solutions are what power this incredible network. While offering comprehensive integration and an end-to-end solution, ICE Mortgage Technology is also open and flexible, giving customers greater choice to use the technologies or partners that are ideal for their businesses.

Intelligent Automation Solutions
Data and Analytics Solutions
Partner Network Solutions
Compliance Solutions
Professional services

Take your business to the next level with ICE Mortgage Technology® Professional Services

We offer customizable implementation packages, advisory consulting, custom solutions development, and project management. Our Professional Services representatives are ready to help you optimize your system and improve operational efficiencies so you can get the most out of your investment.

See how we ensure a smooth and efficient rollout

Take your Encompass experience to the next level

Leverage solutions across the Encompass platform to make smarter business decisions, lower costs, and drive innovation across all your channels.

Encompass Consumer Connect®

Borrowers expect an engaging online experience. Are you delivering?

Encompass for Loan Officers

Empower your loan officers to drive more business and deliver better borrower experiences.

Encompass TPO Connect®

Optimize how you receive and manage loans from your Third-Party Originators.

Encompass eClose

One source. One workflow: The future of closings is here.

Encompass Product & Pricing Service™

Loan pricing in an instant, with total confidence.

Encompass Investor Connect™

Loan delivery, funding, and purchases- fast.

Encompass Data Connect®

Do more with your data, anytime and anywhere.

Encompass Connector® for Salesforce®

Connect Encompass and Salesforce to create a true digital mortgage platform.

Home Equity

Connect Encompass and Salesforce to create a true digital mortgage platform.


Learn more about how ICE Mortgage Technology® is changing the industry and stay up-to-date with the latest tools and information.

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Encompass CRM datasheet

Drive results with a personal touch