One platform, both sides of the loan.
Borrowers see a clean, branded experience. Your team sees one operational system instead of five stitched-together tools. Both run on code you own.
The experience your brand deserves.
Branded public site
Loan program pages, branch and loan officer profiles, mortgage calculators, and guides, all editable through the built-in CMS. No developer required.
Application wizard
A guided application borrowers finish in about 10 minutes, feeding directly into your pipeline instead of a shared inbox.
Borrower portal
One-time-passcode login, a milestone timeline from application to clear to close, secure document upload, and DocuSign e-signing. Fewer status calls.
Where your team actually works.
CRM and pipeline
- Contacts with full activity history, from lead to funded borrower
- Configurable Kanban deal pipeline, synced with Encompass®
- Tasks and follow-ups tied to deals and contacts
- Dashboard KPIs, forecasting, and AI-assisted lead scoring
Communications
- Unified inbox: SMS (Twilio) and email per contact, in one thread
- Email campaigns with A/B testing
- Visual sequence builder for automated follow-up
Content and lead capture
- Block-based page builder for the public site
- Drag-and-drop form builder with submissions landing in the pipeline
- Media library and lead ingest from ping-post sources
Administration
- Role-based access control across the whole platform
- Theming engine: your color, type, logo, and radii, no code
- Analytics on site, pipeline, and campaign performance
Wrapped around Encompass®, not fighting it.
Your LOS remains the system of record. SpyGlass connects to it the way ICE intends: through the modern API surface, not screen scraping or brittle plugins.
Single sign-on
Sign in with Encompass®. Your team uses the credentials they already have.
Pipeline sync
Deals and milestones flow between SpyGlass and Encompass®, so the portal timeline reflects reality.
eFolder documents
Borrower uploads and signed documents land where your processors expect them.
Platform FAQ.
Does SpyGlass replace Encompass®?
No. Encompass® stays your loan origination system of record. SpyGlass wraps it: borrowers apply and track their loan in SpyGlass, your team works leads and marketing in SpyGlass, and the pipeline syncs with Encompass® both ways, including single sign-on and eFolder document access.
What is the technology stack?
React and TypeScript on the front end, Node.js and Express on the back end, MongoDB for data, deployed to Microsoft Azure. Integrations include Encompass® (OAuth2 SSO, pipeline sync, eFolder), DocuSign, Twilio for SMS, and Microsoft 365.
How much can we customize?
Structurally, everything. You own the source code. Day one, the theming engine handles brand color, typography, logo, loan programs, page content, and forms without touching code. Beyond that, your engineers, or ours under the support agreement, can extend any part of the system.
How long does implementation take?
It depends on the depth of your Encompass® configuration and content volume, which is why scoping comes before any quote. Branding and deployment are days, not months. The schedule driver is usually LOS field mapping and content review on your side.
See it running before you decide anything.
A 30 minute walkthrough of a live deployment. The borrower side and the operations side, mapped to your current stack.