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Encompass® Smart Efficiency Review  

Strategically identify workflow enhancements, automation opportunities, and improve system performance. 

Schedule a Call

Gain business transforming insights and use this time to optimize your Encompass® environment.

World Class Team

Lender Toolkit provides elite resources


Leverage our vast knowledge library of enhancements


Receive a clear roadmap for evolving your instance


Project workspace for storage of project artifacts

Business Analysis

Using a field tested methodology, Lender Toolkit’s elite team interviews your business stakeholders to identify high impact business needs.

Process Improvement

Using leading industry tools, we can document existing business processes and facilitate discussions, bringing our industry experience and robust suite of technology solutions to create a winning system.

Testing Support

A smart efficiency review delivers results to the business quickly. The methodology can return a clear roadmap for improvement within 30 days.

User Support

System performance improvement, operational efficiency, and improved profits are only a Smart Efficiency Review away.

Project Management

Project workspace is provided for easy communication and storage of project artifacts.

Change Management

Your Smart Efficiency Review resource will provide the content you need to prepare your leaders and stakeholders to embrace business transformation priorities and goals.