# Anthology Encompass Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Anthology Encompass the right Email Marketing solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/80648/Encompass/reviews

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Anthology Encompass

4 (12)

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Last updated December 14th, 2025

# Reviews of Anthology Encompass

Ease of use

3.5

Customer Service

4.7

## Showing most helpful reviews

Showing 1-12 of 12 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Mortgage Banker  
Real Estate  
Used the software for: 2+ years

### "It gets the job done- but could always be better"

April 25, 2019

3.0

Overall, it's a great tool. I simply don't know of any better one out there right now despite its drawbacks but it has a lot of room for growth and simplicity. The interface is old-school and we should be able to go seamlessly from page to page. Even the reporting aspect of it is often confusing as setting data points and logic into it isn't easy for the average loan officer.

Pros

It does the job! Once you are familiar with it and it's capabilities it's fairly good at giving you everything you need for a proper loan application and AUS findings. The thing I like most is that every company I have worked for has maintained a borrower summary screen which is basically information that translates over to different pages if filled out on this screen. Encompass' ability to transfer data from different tabs is very useful and helps speed up the loan app process.

Cons

There's a lot that can change. For one, it's incredibly slow a lot of the time. There are always errors presenting themselves and although this can be user error, they should do a better job with making it user friendly across the board. Maybe take a lesson from Apple on how to build software. The system freezes a lot, each company has different versions of it because they are custom made and that can be confusing, there's just too much individual changes that can be made which makes makes the learning curve high.

Review Source

VR

Verified Reviewer  
Operations Manager  
Banking  
Used the software for: 2+ years

### "Encompass is unsurpassed"

September 23, 2022

5.0

I learned to originate loans in Encompass, then switched to Empower and longed to return to Encompass. Now that we are back in Encompass- I NEVER WANT TO LEAVE!! Best LOS software EVER!

Pros

Encompass just makes sense. Everything is where it needs to be, workflows are easy to adapt, and it is a very user friendly interface.

Cons

Honestly, nothing. It is a bit slow in moments but for the most part it is pretty perfect!

Review Source

MS

Molly S.  
Mortgage Loan Officer  
Banking  
Used the software for: 1-2 years

### "Overall an excellent mortgage platform"

September 12, 2019

5.0

Overall, I really like this system, it's definitely one of the best I've used in over 25 years. I constantly have to save things which is kind of pain and I wish I could access old pre-qualifications instead of having to contact the administrator. I like being able to access the e-folder after closing, that is a very helpful function and I use it frequently!

Pros

Easy to enter information, pricing is up to date, ordering outside services (i.e appraisal, title etc) is included and quick. I like the milestones as well, they help keep me organized.

Cons

When I am trying to move it to processing it's not always obvious what the "task" to complete is, that could be made more clear. Also, the e-signing / creating account emails should have a help line number instead of saying "call your loan officer." I don't always know what the error is on the borrower side.

Review Source

CA

Cindy A.  
Budget Manager  
Education Management  
Used the software for: 1-2 years

### "Encompass"

December 12, 2019

4.0

Encompass keeps everything together in one place because of all the features they offer. This has helped in many areas of our business.

Pros

Encompass is a great software to use. It has many great features. You can interact with people/alumni, take in gifts or register people for events. The reporting feature is amazing with how you can track your success. This is just a brief list of some features it offers. There are many more wonderful qualities as well.

Cons

We do have issues with the main iModules server being down and then that means our website is down and people cannot log in to register for events or connect in the online forum.

Review Source

JR

Jeremy R.  
Mortgage Originator  
Banking  
Used the software for: 6-12 months

### "New User - challenging to get comfortable with"

September 26, 2022

4.0

It gets the job done and works well for the operations team.

Pros

The third party integrations to populate Title fees, and compare Mortgage Insurance were the most time saving tools

Cons

The system either by design or through customization was built with operations focus. It often felt clumsy for origination, seldom was it intuitive or consistent in it's architecture.

Review Source

VR

Verified Reviewer  
Vice President of Customer Service  
Financial Services  
Used the software for: 6-12 months

### "Great to Work With"

May 2, 2019

5.0

The people that work there care about getting things right.

Pros

They are always helpful and it is intuitive.

Cons

I really do not have any. They are easy to work with.

Review Source

Jason C.  
Director of Web Communications  
Higher Education  
Used the software for: 2+ years

### "iModules for alumni engagement "

November 8, 2019

4.0

We appreciated the ability to full brand the alumni experience and all of the tools that were a part of it.

Pros

iModules offered a lot of different features all in one solution. We used it for many things, but mostly: event registrations, online giving, alumni website, career network, and email marketing.

Cons

There were parts of the solution that were somewhat cumbersome to work within.

Reason for choosing Anthology Encompass

Best higher ed client list at the time.

Review Source

WW

Wendy W.  
Volunteer Engagement  
Higher Education  
Used the software for: 6-12 months

### "Anthology has streamlines some of our email marketing tasks"

November 9, 2023

4.0

I primarily use Anthology for email marketing and events and it works fairly well for those purposes. I am less familiar with the other applications/functions.

Pros

I like being able to create templates and the ability to copy campaigns for events/emails that are recurring. It saves a lot of time and effort.

Cons

There are limitations to being able to sync Anthology with other programs we use, meaning we sometimes have to do a lot of handwork that could otherwise be streamlined.

Review Source

JT

John T.  
Owner  
Marketing and Advertising  
Used the software for: 6-12 months

### "Great Tool...That Finally Looks Good"

November 7, 2023

4.0

Anthology Encompass/iModules is a solid tool if you are willing to work around its quirks. Uploading csv files with names and email addresses is honestly just a pain due to how precise and specific everything has to be. For example: no extra spaces or duplicates allowed anywhere in the document. However, if you save a note on how the csv file needs to be formatted, this issue resolves itself fairly quickly. Also, the recent update to the user interface looks much nicer than it looked in the past. This is a major plus in my mind because the old interface looked severely outdated. Is this for you? If you work in academia, advancement, and fundraising, then yes it is the Gold Standard. If you don't work in this space, and work in e-commerce, then I would go with a different product dedicated to that side of email marketing.

Pros

Recent "facelift" looks much nicer Very useful analytics tracking

Cons

Finicky to use Learning curve associated

Review Source

VR

Verified Reviewer  
Digital Content Specialist  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Just getting started out. "

May 4, 2018

4.0

Pros

The possibilities for the end results are great. We're definitely going to reach our outcome goals with this software.

Cons

It uses an outdated RTE for it's development interface. Although we are hearing that they will roll out a new update in August.

Review Source

CH

Chelsea H.  
writer/editor  
Higher Education  
Used the software for: 1-2 years

### "Not User Friendly"

September 5, 2017

2.0

Pros

This software produces beautiful work and lovely end results. There are a lot of options and endless ways to customize to make things the way you want them.

Cons

This software is not user-friendly and is very buggy. It seems to always have a problem and never seems to work correctly.

Review Source

BL

Bilma L.  
CSR  
Insurance  
Used the software for: 6-12 months

### "Encompass"

November 19, 2020

4.0

it was very very easy to work with the company.

Pros

the quote process is very easy to use and straight to the point.

Cons

as of right now i have not had any problems with it.

Review Source

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