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Software Implementation
Dedicated Implementation Manager for Encompass360 Banker Edition
To ensure a successful rollout, your dedicated Implementation Manager will be there every step of the way until you fully deploy Encompass360®. From customized training recommendations for managers, administrators and employees, to workflow consultation, configuration, and coordination with our Professional Services team, your Implementation Manager will help you get started right with your new solution. Services include:
- Business workflow consultation
- Encompass360 configuration based on tailored business recommendations
- Campaign management configuration
- Loan template setup
- Encompass360 deployment recommendations
An excellent way to get quickly up and running with Encompass360 and to see a return on your investment is to take advantage of our training. We offer instructor-led and self-study options, most of which can be accessed online at a time that works for you. We’ll teach your system administrator how to set-up and configure Encompass360 and will help your end-users understand how to take advantage of the software’s many capabilities so your company gets the most out of Encompass360. Depending on your company’s size and needs, we may recommended our intensive onsite training, which will bring an Encompass360 trainer to your office for a customized experience.

