ICEX26 Presentations

People, Process, Technology Most Encompass implementations are configured well but operated poorly — because technology was deployed before workflows were defined. This session makes the case that sustainable operational performance requires people and process to lead, with technology following. We'll show exactly what that looks like inside a live WorkflowCoach™ environment.

Create and Use Task-Based Workflows Milestone tracking tells you where a loan is — task-based operations tell you what's actually happening and who's responsible for what's next. This session walks through the architecture of a task-driven operation: how tasks are defined, triggered, owned, and measured. If your team is still running on status meetings and manual follow-up, this session is your roadmap out.

Driving Web Adoption Without Chaos The move from Encompass Desktop to Encompass Web is not a migration — it's a redesign, and the lenders who treat it like one will have a smoother transition and a stronger operation on the other side. This session covers what actually changes between the two environments and why copying your Desktop workflows into Web is the fastest path to operational failure. We'll show what a governance-first transition strategy looks like in practice.

Native Automation That Pays for Itself The most valuable automation available to most Encompass lenders is already licensed and sitting unused. This session focuses on the high-ROI, low-complexity automation that exists natively inside Encompass — and the governance framework required to make it perform reliably over time. We'll put real numbers on the return and show the rules live.

WorkflowCoach – The Missing Layer for Workflow Governance Between your LOS and your leadership visibility sits a gap that no platform has been designed to close — until now. This session introduces WorkflowCoach™ as the governance layer that connects operational workflows, project outcomes, and institutional knowledge into a single living system. We'll demo the platform live and show what a governed operation looks like from the inside.

Your 2026 Assignments This is a closing session, not a how-to — it's a direct challenge to every operations leader in the room. Five concrete assignments, one clear timeline, and a binary choice between building operational infrastructure now or explaining to leadership why you didn't. Leave with a plan or leave without one; either way, 2026 is coming.