Insights
Insights enables you to analyze what is happening in the residential loan ecosystem nationwide in near real time, benchmark your business against the industry and your peers, and strategize accordingly. Insights gives you visibility into borrower profiles, average interest rates, time taken for loans to close, and closed loans trends. By aggregating loan data curated from Encompass systems and conducting extensive analytics, various trends emerge, including aspects of borrowers who have closed loans, where in the US the most loans are closing, and more to give your company an accurate view of how your company bookmarks against the overall residential mortgage industry and your peers, and how the industry is performing. With this knowledge, you can pinpoint and target areas where you can identify and improve operational inefficiencies, grow your mortgage business, and ensure you have the correct products for the correct market segment.
Refer to the Insights User Guide in the Resource Center for more information.
Use this guide to understand:
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How to log into Insights
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How to add Encompass users and grant them access to Insights
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The different data views that are available
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How to apply filters to tailor the data for your company's needs
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Helpful resources provided in Insights
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How to set up and manage peer groups to benchmark your company's performance against
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How data is calculated for Insights views
Insights Foundations – Overview (5:11)
This five minute video explores Insights, helping you discover ways to use real-time data to make better informed business decisions.
Insights Foundations – Use Case (4:36)
In less than five minutes, learn how to leverage Insights to help you make real-time, data-driven decisions to positively impact your business.
Insights Foundations – Admin (3:15)
This three minute video walks Administrators through the process of adding users, deleting users, and changing user roles.
Insights Foundations – Peer Groups (3:56)
In this four minute video, you'll learn how to set up Peer Groups to quickly find the data you need to grow your business.
Release Notes
This section lists detailed documentation on new features, feature enhancements, and fixed issues included with each recent Insights release.
Version | Release Notes Last Revised On |
Release Date |
---|---|---|
23.3 December Service Pack | November 30, 2023 | December 5, 2023 |
23.2 August Service Pack | July 24, 2023 | August 5, 2023 |
23.1 April Critical Patch 1 | April 26, 2023 | April 29, 2023 |
22.3 November Service Pack | November 9, 2022 | November 19, 2022 |
21.4 February Service Pack | January 31, 2022 | February 5, 2022 |
21.3 Major Release | September 30, 201 | October 2, 2021 |
21.2 Major Release | June 11, 2021 | June 12, 2021 |
21.1 April Service Pack | April 19, 2021 | May 1, 2021 |
21.1 Major Release | March 1, 2021 | March 6, 2021 |
20.1 August Service Pack | August 14, 2020 | August 20, 2020 |
June 2020 Critical Patch | June 18, 2020 | June 18, 2020 |