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Encompass - Loan Origination Software
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Overview

Description

Encompass is a Loan Origination Software (LOS) offers an intuitive and easy-to-use interface to help user improve automation and retention of loan information. Through this solution, user ... Read More

Shape is a secure, web-based Software as a Service customer relationship management (CRM) application. Shape enables prospect and customer management, sales force automation, professional ... Read More

Entry Level Pricing
  • Not Available
  • Not Available
Free Trial Availability
  • No free trial
Spotsaas Score

8.9/10

8.4/10

User Ratings
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Software Demo

Demo

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Features

Total Features

5 Features

28 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • Not Available
          • Not Available
          Pricing Plans
          • Not Available
          • Shape Professional

            Custom

            • AI CRM + Lead Management

            • Call

            • Text & Email

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          • Shape Engage

            Custom

            • AI CRM + Lead Management

            • ShapeIQ AI Lead Scoring

            • Unlimited Calling Package

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          • Shape Enterprise

            Custom

            • AI CRM + Lead Management

            • ShapeIQ AI Lead Scoring

            • Proprietary Branching Model

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          Other Details

          Organization Types supported
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          Platforms Supported
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          Modes of support
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          API Support
          • Available
          • Available
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          User Reviews

          User Ratings

          No reviews available for the product

          Rating Distribution

          Excellent

          33

          Very Good

          19

          Good

          4

          Poor

          2

          Terible

          0

          No reviews available for the product

          Expert's Review generated by AI

          Encompass is a comprehensive mortgage software that streamlines the loan process from start to finish. Users appreciate its user-friendly interface that simplifies tasks like completing a 1003 ...Read more

          Shape Software has garnered widespread acclaim over the past year, and for good reason. As a CRM solution, it excels in its ability to streamline sales, marketing, and customer management ...Read more

          Pros and Cons
          • Centralizes and streamlines the mortgage process, enhancing efficiency and organization.

          • User-friendly interface with customizable options, suitable for both small and large companies.

          • Enables automation of tasks such as documentation uploads, signatures, and email generation.

          • Provides extensive functionality and integration capabilities for various CRM software.

          • Facilitates collaboration and tracking progress within loan files.

          • Occasional slowness and system freezing, leading to interruptions and potential data loss.

          • Limited customization options, especially for certain unchangeable features.

          • Issues with server instability, causing unexpected shutdowns and disruptions.

          No pros or cons available for the product

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Integrations

          Integration with other apps

          No Integration information available.

          Customers

          Customers
          Academy Mortgage Corporation

          Academy Mortgage Corporation

          George Mason Mortgage

          George Mason Mortgage

          Homeowners Financial Group

          Homeowners Financial Group

          No Customers information available.

          Media and Screenshots

          Screenshots
          Encompass screenshot

          4 Screenshots

          Shape Software screenshot

          5 Screenshots

          Videos
          video-0

          1 Videos

          video-0

          2 Videos

          Frequently Asked Questions (FAQs)

          Stuck on something? We're here to help with all the questions and answers in one place.

          Shape Software offers Free Trial, but Encompass does not.

          Encompass is designed for Large Enterprises, Medium Business and Small Business.

          Shape Software is designed for Freelancers, Large Enterprises, Medium Business and Small Business.

          Pricing details for both Encompass and Shape Software are unavailable at this time. Contact the respective providers for more information.

          Some top alternatives to Encompass includes OpenClose Lending Solution, Loan Producer, LendingPad, HES Lending Platform, LenderAssist, Anovaa, ComplianceOne, PerfectLO and PowerLender.

          Some top alternatives to Shape Software includes Thryv, Salesforce Sales Cloud, monday sales CRM by monday.com, Pipedrive, Zoho CRM, Vendasta, ClickUp, Freshsales, SalesCRM, SimpleCRM, CRM.me, Efficy CRM, FreeCRM, Second CRM, Cool Life CRM, SalesPro CRM, LOGICRM and CRM.io by 500apps.

          Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].