Encompass® Administration, Support & Workflow Services
Equity Resources wants quick, visible wins while building internal capability — not a hand-off of tools without understanding. This plan sequences five focus areas the team identified (Enhanced Conditions, workflow tasks & rules, the convo log, dashboards, and Web for loan officers) into a realistic build order, with MWP hands-on at the start and Equity's own admins and developers driving expansion as knowledge transfers.
We document your workflows in WorkflowCoach™ before we build anything, agree on the future state together, and only then make the configuration changes in Encompass®. Every phase has a clear owner and due date — for your team and for ours.
Dashboards are an independent quick win. Enhanced Conditions must go live before loan officers can move to Web — standard conditions aren't visible there. Workflow tasks and the convo log are tackled together since they reinforce each other.
MWP builds the first workflow task example with your team so you see best practices firsthand, then your admins and developers take over building it out across additional departments — with MWP governing and reviewing along the way.
Current-state and future-state workflows are documented in WorkflowCoach™ before anything is built — a shared playbook both teams agree to, with clear ownership and due dates for every phase.
A CEL is assigned with dedicated focus on Equity Resources, backed by a client relationship leader and MWP leadership oversight to keep the engagement on track and aligned to target hours.
Every recommendation in this plan uses native Encompass® functionality and Partner Connect — no custom development required to achieve the initial wins.
Longer-term opportunities — like automating VOE (Plaid/Argyle) or appraisal review — are flagged for later phases so today's plan stays focused and achievable.