Migration to Enhanced Conditions
Migrate Toll Brothers Mortgage from manual, memory-driven conditioning to Encompass® Enhanced Conditions — replacing inconsistent, manually-typed conditions with an automated, rules-based library driven by AUS findings, loan type, and product. MWP will provide end-to-end guidance, a full analysis of current settings and workflows, and hands-on Encompass® admin support working directly alongside the Toll Brothers team.
MWP brings proven Enhanced Conditions workflows refined across prior Encompass® migrations — not a from-scratch build, but a configuration grounded in what already works for lenders like Toll Brothers.
Pre-built condition rule libraries and document mapping guidance are brought into the engagement and tailored to Toll Brothers' loan types and product mix — accelerating the build instead of starting from zero.
Conditions are automatically triggered, populated, and cleared based on AUS findings and matched document types — reducing manual UW and processor touches on routine files.
Ongoing guidance and strategic direction throughout the migration
Full analysis of current Encompass® settings and workflows
Hands-on Encompass® admin support alongside the Toll Brothers team
5-month minimum engagement ($50,000 minimum total)
Covers discovery, MVP build, testing, training, go-live, and post go-live support — with MWP guidance, settings/workflow analysis, and Encompass® admin support delivered alongside the Toll Brothers Mortgage team through project completion.