Amplify Credit Union relies on Encompass to power its lending operations. As their business evolved, the team needed more efficient ways to manage complex workflows, analyze system settings, and scale operations without increasing manual effort.

Before implementing PowerTools, Amplify’s admin team faced significant limitations in visibility and efficiency. Amplify needed to solve for:

• Business rules and system settings that could not be exported for analysis
• Evaluating changes that required hours of manual research
• Testing and troubleshooting that required time-consuming workarounds
• Limited data, making it difficult to measure productivity or true cost per loan

These constraints made it difficult for administrators to operate efficiently or confidently implement system changes.

Amplify implemented Lender Toolkit PowerTools, leveraging multiple solutions including Admin
Utilities, Auto Close, User Touches, and AI Assistant.

Key capabilities enabled the team to:

• Export and analyze business rules at scale
• Automate session management with Auto Close
• Capture user activity data with User Touches Test and analyze code without creating test loans
• Leverage AI for faster guideline research

This combination transformed both administrative workflows and broader business operations.

From Hours of Manual Work to Real-Time Analysis

Admin Tools eliminated the need for manual research by enabling instant analysis of business rules and system settings. Tasks that once took hours—or even a full day—can now be completed in a fraction of the time.

Improved Loan Workflow Efficiency

With Auto Close, Amplify eliminated delays caused by users remaining in loan files too long and ensured all users worked in the most up-to-date system environment.

New Visibility into Productivity and Staffing

User Touches introduced entirely new operational insight, giving leadership access to data that was previously unavailable. This allows for more accurate forecasting of staffing needs and cost per loan.

Smarter, Faster Decision-Making

Admins can now quickly assess the impact of new processes and test changes without creating test environments, dramatically improving speed and confidence when implementing updates.

Amplify Credit Union has realized measurable efficiency gains and operational improvements:

• Admin efficiency: Tasks reduced from 8+ hours to as little as 30–60 minutes
• Time savings per loan interaction: ~2 minutes saved per instance with Auto Close
• Faster research: AI Assistant expected to save 15–30 minutes per scenario
• Reduced troubleshooting: Ensuring users are always on the latest version minimizes issues
• New analytics capabilities: Visibility into user activity and loan-level effort previously unavailable

The rollout of PowerTools was seamless, with minimal support required:

• Extremely easy adoption across teams
• Little to no troubleshooting needed
• Strong alignment with Encompass updates ensures continued reliability

This allowed Amplify to quickly realize value without heavy training or change management efforts.

PowerTools quickly became essential to Amplify’s operations—particularly for administrators.

The Admin tools, in particular, delivered unexpected impact, becoming a critical component for maintaining efficiency and system quality.

For Amplify Credit Union, PowerTools transformed Encompass from a system requiring heavy manual effort into a streamlined, data-driven platform.

By eliminating inefficiencies, unlocking new insights, and accelerating decision-making, PowerTools enables their team to operate at a higher level—while positioning the organization to scale with confidence.