A successful Encompass Web migration begins long before the first custom form is rebuilt. The most successful implementations start with a comprehensive assessment of the current Encompass environment, identifying opportunities to simplify, modernize, and improve business processes.
Before beginning your migration, evaluate these ten critical areas.
1. Plugin Inventory
Many Encompass environments accumulate dozens of third-party plugins over the years.
Review each plugin to determine whether it should be:
- Retained
- Replaced with native Encompass functionality
- Integrated using Partner Connect APIs
- Retired altogether
Reducing plugin dependency can simplify maintenance and improve system performance.
2. Custom Fields
Thousands of custom fields often develop over years of enhancements.
Assess opportunities to:
- Remove obsolete fields
- Consolidate duplicate fields
- Improve naming conventions
- Simplify ongoing administration
A cleaner data model creates a stronger foundation for future enhancements.
3. Personas and User Permissions
Over time, security roles can become overly complex.
Review personas to:
- Remove unnecessary permissions
- Consolidate similar roles
- Improve governance
- Simplify user management
Well-designed personas improve both security and administration.
4. Business Rules and Automation
Many organizations rely heavily on manual processes that can be automated.
Review:
- Business Rules
- Milestone Rules
- Workflow Tasks
- Notifications
- Validation Rules
Automation helps reduce manual effort and improves consistency across loan files.
5. Loan Workflow
Document the complete loan lifecycle, including:
- Initial disclosures
- Processing
- Underwriting
- Closing
- Post-closing
Identify bottlenecks, duplicate activities, and opportunities to streamline handoffs between departments.
6. Third-Party Integrations
Evaluate every external integration, including pricing engines, AUS providers, document vendors, and investor portals.
Determine whether native APIs or Partner Connect integrations can simplify your technology ecosystem.
7. Custom Forms and User Experience
Not every Desktop form should be rebuilt exactly as it exists today.
Take advantage of Encompass Web to:
- Simplify layouts
- Improve usability
- Create role-based workspaces
- Present users with only the information they need
A modern interface improves productivity and user adoption.
8. Reporting and Compliance
Ensure your migration supports:
- Compliance requirements
- Audit readiness
- Reporting accuracy
- Data consistency
Strong governance during migration helps reduce operational risk.
9. Training and Change Management
Technology adoption depends on people.
Develop a structured plan that includes:
- Department-specific training
- Pilot users
- User documentation
- Ongoing support
- Executive communication
Preparing users early leads to smoother implementation.
10. Success Metrics
Define measurable goals before the project begins.
Examples include:
- Increased Encompass Web adoption
- Reduced manual touchpoints
- Faster loan processing
- Lower plugin maintenance
- Improved user satisfaction
Clear KPIs help measure project success and guide future optimization.
Looking for more information on Encompass Web Migration or need help with implementing any technology solution within Encompass, leave us a message. We also helps mortgage banks to seamlessly migrate from Encompass Desktop to Encompass Web.
