Encompass Partner Connect Transition Playbook

This guide outlines best practices for transitioning customers to Encompass Partner Connect (EPC). It begins by defining EPC as a platform that enables lenders to implement API-based integrations for efficient service ordering workflows. The document details the benefits of EPC for lenders, including automation features, enhanced user experience, and improved data security. It emphasizes the importance of documenting the EPC integration process and creating user guides and videos to assist lenders in the transition. The guide also includes a migration checklist for both pre- and post-go live phases, ensuring that all necessary steps are covered. Additionally, it addresses common objections from lenders regarding the transition and provides appropriate responses to alleviate concerns. The document concludes with instructions for renaming legacy service listings to promote the new EPC integration effectively.