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Big Purple Dot for mortgage

From application to funded — and every referral after.

Your loans flow in from Encompass as they change. Each milestone sends the right email, updates the tags and starts the next campaign — so borrowers, agents and your team always know what's next.

Book a demo How the Encompass sync works

Encompass® integration partnerICE Mortgage Technology

Loan pipeline Every loan's milestone, amount and closing date in one list.
Every loan in the pipeline as a URLA Forms record: loan number, borrower, milestone, amount, closing date, purpose, rate and loan officer.
The borrower One page per borrower: their milestone, their loans and their team.
A borrower's page: the milestone bar, their details in tabs, and their loans beside them.
The Assistant Ask for a board, a report or an app, and it builds it on your data.
The Assistant building a kanban board of open deals from one sentence, allowed to change only their Stage.
Campaigns Texts, emails and personal videos that go out on their own, step by step.
The campaign builder: a welcome campaign that texts each new lead an intro from their loan officer, the text step open on its template and the personal video it carries.
Power Dialer Call down a list back to back, with the contact beside every call.
The Power Dialer mid-session: a call just ended — the call box's wrap-up with the outcome, the contact's fields and a summary — the contact's page with their stage beside it, the list behind.
Video Your photos, your voice and a script in. A personal video out.
The video maker: a loan officer's photos, office, voice sample and framing sketch tagged in a script, beside the finished 720p videos it made — the published one and the one before.
Landing pages Describe a page, refine it in conversation, then publish it.
The landing page editor with its AI assistant: the page it built, and a conversation refining it.

Encompass, wired in

Your LOS stays the source. Your CRM stays in step.

No exports, no nightly files. When a loan changes in Encompass, the change shows up here — once, even when Encompass sends it five times.

  1. A loan changes in Encompass

    A milestone completes, the rate locks, the closing date moves. Encompass tells us right away.

  2. It lands on the right people

    The loan updates its record, the borrower is matched to their contact (or created), and the loan officer is matched by NMLS and put on the team.

  3. Your playbook runs

    Emails to the borrower, the loan officer and both agents; tags on the contact; the next campaign started — each sent once, never for a stale loan.

Encompass by ICE Mortgage Technology is built in — and we integrate with other loan origination systems too.

Ask about yours

Milestones & triggers

Every milestone has a next step.

Decide what happens at each milestone in your own order — and on any loan field, like a rate lock or a moved closing date. Every message carries the loan's own numbers.

The right loan officer, every time

Matched by NMLS, put on the borrower's team, and the From on every email.

Quiet when it should be

Silence rules keep certain loans from notifying anyone, and old loans never wake up your borrowers.

Problems flagged before they cost you

If a setup points at a deleted template or a milestone no loan can reach, the page says so.

Speed to lead

Every new lead worked while it's still warm.

Web and purchased leads go straight to the right loan officer, with a clock on them. If it runs out, the lead goes up for grabs to the rest of the team — the first to claim it works it.

  • Routing rules by source, state or anything else on the lead
  • A Power Dialer with local presence and dialing hours
  • Texting with opt-outs that hold and registration built in

AI Studio for loan officers

Marketing that sounds like you, in minutes.

Ask for it in plain words. The studio builds it with your branding, your merge fields and your own AI keys if you have them.

Pre-approval video, by text

Generate a short clip and send it right in the text thread.

A page for every program

First-time buyer, VA, refinance — a landing page with a form, checked on desktop and phone.

Emails your past clients open

Describe it; get a designed email with opens and clicks tracked.

Built for lenders with rules about who sees which loan.

Roles and record access

Loan officers see their own borrowers; managers see the branch.

Opt-outs that hold

Every send checks first — STOP, unsubscribe, or a “please stop” in plain words.

A trail for every loan

See every sync, every decision and every message sent about a loan.

Everything else, too

Custom fields, reports, apps and the whole platform. See all features

Bring your pipeline. We'll wire up Encompass.

We'll map your loan fields, set your milestone playbook and get your first campaign live with you.

Book a demo See the whole platform