Ellie Mae Launches Encompass CRM

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End-to-End CRM and Marketing Automation System Delivers New Capabilities to Drive Purchase Business and Track and Demonstrate Compliance

PLEASANTON, Calif. – March 18, 2014 – Ellie Mae® (NYSE: ELLI), a leading provider of enterprise level, on-demand automated solutions for the residential mortgage industry, announced today that it has launched Encompass CRM™, an advanced customer relationship management (CRM) and marketing automation solution.

Encompass CRM, formerly MortgageCEO, is a scalable suite of automated sales and marketing tools that allows mortgage lenders to manage and market contacts in a compliant manner, leverage lead management and lead distribution capabilities and develop and manage relationships with Realtors®, third-party originators or other trusted and valued relationships. Encompass CRM streamlines the process of converting leads to loans and eliminates the need to update multiple systems that can create data inconsistencies and introduce compliance and audit concerns for lenders.

Encompass CRM allows mortgage lenders to:

  • Promote compliance in all borrower communications.
  • Build and manage referral partner relationships with Realtors®, homebuilders, financial planners, attorneys and others.
  • Manage future, former and current borrower contacts.
  • Manage, nurture and convert mortgage leads within Ellie Mae’s Encompass® mortgage management solution.
  • Gain efficiencies with automated marketing campaigns.
  • Generate more purchase leads with online homebuyer marketing tools and interactive websites.
  • Stay in contact with clients across multiple loan channels.
  • Track the effectiveness of marketing and sales campaigns with comprehensive reporting capabilities.
  • Recruit and retain top mortgage professionals.

With Encompass CRM, a loan originator (“LO”) can quickly create marketing campaigns for prospects, customers and referral sources. Campaigns and emails can be automatically triggered at key milestones in the origination process or over the life of the relationship. Relevant, audience-specific content is available through a library of professional email templates or can be easily created. Online scheduling makes LOs more productive and prompts follow-ups and tasks. All contacts, marketing materials and scheduling can be accessed securely via any mobile device.

Encompass CRM helps lenders demonstrate the steps taken to oversee sales and marketing compliance. In the event of an audit or complaint, a lender will know who created the marketing piece, who approved the marketing piece, who sent it and who received it. This gives lenders much greater insight and visibility into their entire sales and marketing organizations.

Encompass CRM also tracks what prospective clients are doing on company websites, what pages they are visiting and what they are searching. This enables proactive companies to identify potential borrowers at the earliest possible opportunity.

Business managers can use Encompass CRM to build realistic forecasts, gain greater insight into their sales pipeline and monitor the effectiveness of individual and branch performance as well as marketing campaigns.

Unlike standalone CRM systems, Encompass CRM can be integrated into the Encompass platform so that data can move seamlessly and is stored in a single, secure system of record, eliminating data integrity issues. Currently, Encompass CRM is integrated through Ellie Mae’s software development kit. In the future, it will be fully integrated into the Encompass mortgage management software.

Mortgage lenders are scrambling to make the transition from a refinance to a purchase market, but many do not necessarily have a specific plan of how to get there,” said Jonathan Corr, president and chief operating officer of Ellie Mae. “Advanced CRM and automated marketing tools are no longer nice to have, but rather, are a necessity to be competitive and to thrive. With Encompass CRM, mortgage lenders can be more productive, build relationships and drive purchase conversions. Furthermore, the capabilities within our CRM solution and our single system of record helps our clients stay compliant.”

Forward-Looking Statements

This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the anticipated benefits of CRM technology, and ability to fully integrate Encompass CRM into the Encompass mortgage management solution. Forward-looking statements may include, but are not limited to, statements identified by words such as “expectations,” “guidance,” “believes,” “expects,” “anticipates,” “estimates,” “intends,” “plans,” “targets,” “projects” and similar expressions. Such statements are based upon the current beliefs and expectations of Ellie Mae’s management and are subject to significant risks and uncertainties. Actual results may differ from those set forth in the forward-looking statements. You are advised to consult any further disclosures we make on related subjects in the reports we file with the SEC, including the “Risk Factors” in our most recent Annual Report on Form 10-K for the year ended December 31, 2013. Such disclosure covers certain risks, uncertainties and possibly inaccurate assumptions that could cause our actual results to differ materially from expected and historical results. We undertake no obligation to correct or update any forward-looking statements, whether as a result of new information, future events or otherwise.

About Ellie Mae

Ellie Mae, Inc. (NYSE: ELLI) is a leading provider of on-demand automation solutions for the mortgage industry. The Company offers an end-to-end solution, delivered using a Software-as-a-Service model that serves as the core operating system for mortgage originators and spans customer relationship management, loan origination and business management. The Company also hosts the Ellie Mae Network™ that allows Encompass® users to electronically conduct business transactions with the lenders and settlement service providers they work with to process and fund loans. The Company’s offerings include the Encompass and DataTrac® mortgage management software systems.


Ellie Mae was founded in 1997 and is based in Pleasanton, California. To learn more about Ellie Mae, visit www.EllieMae.com or call 877.355.4362. © 2014 Ellie Mae, Inc. Ellie Mae®, Encompass®, DataTrac®, Ellie Mae Network™ , Encompass CRM™ and the Ellie Mae logo are registered trademarks or trademarks of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks or copyrights of their respective owners.

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