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Start Small. Scale Fast: Building the Foundation for AI-Driven Lending on Encompass

Episode 1

AI Conversations that Matter

April 23, 2026

11:00 am – 12:00 pm PT

60 minutes

Modernizing Encompass is no longer optional—it’s essential.

In this session, we move beyond discussion to focus on practical, high-impact strategies that help lenders unlock immediate value using Encompass modernization and automation capabilities. 

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Key Takeaways

Why Encompass Modernization Can’t Wait

Manual workflows, rising costs, and increasing borrower expectations are putting pressure on lenders. We break down the true operational impact of staying on legacy processes—and why modernizing Encompass is now critical to staying competitive.

From Features to Real Operational Impact

Encompass on the Web, Task-Based Workflow, Enhanced Conditions, and APIs aren’t just upgrades—they’re enablers of scale. Learn how these capabilities translate into faster loan cycles, fewer manual touches, and more consistent operations.

Automation That Actually Moves the Needle

Not all automation delivers value. We focus on high-impact use cases—workflow automation, service ordering, document processing, and conditions management—that drive measurable efficiency gains from day one.

Outcomes That Matter to the Business

Reduced loan touches by 25–40%, faster cycle times, improved loan officer productivity, and better borrower experiences. We connect modernization efforts directly to the metrics that leadership cares about.

Build the Foundation for AI-Driven Lending

Modernizing Encompass is the first step toward AI adoption. See how the right foundation enables document intelligence, predictive analytics, and exception-based processing in the near future.

Start Small. Scale Fast

Large transformation programs aren’t required to see results. Learn how lenders are starting with one targeted initiative—like automating conditions or document classification—and quickly scaling success across operations.

Speakers

Sunita Nair

Sunita Nair

Head of Encompass CoE
Kelle Whitley

Kelle Whitley

Sr. Product Manager
Shane Terrell

Shane Terrell

Sr. Encompass Developer

Who Should Attend

Roles

  • Chief Technology Officers & Chief Operating Officers 
  • Encompass Administrators & Implementation Teams 
  • Digital transformation leaders  
  • Lending technology executives 

Industries

  • Regional Banks 
  • Independent Mortgage Banks (IMBs) 
  • Credit Unions 
  • Mid-Market Lenders modernizing their Encompass ecosystem 

FAQs

Will this webinar focus on strategy or implementation?

This session is focused on practical implementation and real-world use casesYou’ll learn actionable steps that can be applied immediately—not just high-level strategy.

Will there be real-world examples or case studies?

Yes, we will share practical examples and industry benchmarks, including how lenders are achieving 25–40% reduction in manual loan processing. 

Will there be a Q&A session?

Yes, we will have a dedicated Q&A at the end where you can ask questions directly to our experts.

Is the webinar free to attend?

Yes, this is a complimentary session, but registration is required to secure your spot. 

Will sessions be recorded?

Yes, a recording will be shared with all registered participants after the webinar. 

Can I speak with Tavant experts after the session?

Yes, attendees will have the opportunity to schedule a follow-up consultation or Encompass modernization assessment with our team.