Marketing & Relationship Management

Old-fashioned customer service will never go out of style. Deliver it easily with Encompass360™.

• Manage your contacts with a full CRM solution
  • One place to manage all borrower and business contacts
  • Complete connection between contacts and their loans
  • Customizable view—choose the amount and type of loan data to show
  • Synchronization with ACT! and Outlook
• Support borrowers through the life of the loan with your online customer portal
  • Online loan applications that flow right into your pipeline
  • 24/7 online loan status updates
  • One place for borrowers to review and respond to document requests
  • Easily customizable to fit with your company’s brand 
• Strengthen relationships with a marketing campaign manager
  • Letter and email templates to easily stay in touch
  • The ability to create and manage multi-channel and multi-step campaigns
  • Easy database mining for targeted campaigns—search by any loan field
• Generate referrals and repeat business with a borrower loyalty service that gives you an automated way to stay in touch with customers
  • A secure, integrated service that helps you deliver tips, discounts, birthday and holiday messages—all in your name
  • A way to save your customers time and money on products and services they need for their home or move
  • The ability to customize your messages and landing page with your photo and company logo
  • Complete control; you select the emails your borrowers see and can opt-in or out at any time