Mortgage Workflow Partners

What Mortgage Workflow Partners does

Mortgage Workflow Partners, Inc. (MWP) is a privately held U.S. consulting and software firm headquartered in Hainesport, New Jersey, that specialises in optimising Encompass mortgage lending workflows. Founded in 2024 under founder and CEO Larry Bailey, the company operates a Workflow Before Technology methodology that prioritises process documentation and redesign before additional technology investment, challenging the conventional add-more-tech approach in mortgage operations. MWP serves retail mortgage lenders and, secondarily, mortgage technology partners through a combination of professional services (Workflow Reviews, Comprehensive Support covering Help Desk On-Demand, Encompass Coaching, Settings Review, and Admins on Demand, plus Special Projects for Implementation, Backlog Support, and New Initiatives) and a 12-month Admin Coaching and Certification program. The firm also operates the Mastering Encompass Community platform, which distributes 327+ training videos, weekly live Q&A sessions, and the Mastering Encompass AI Helper via dedicated iOS and Android apps and a podcast, supporting both customer acquisition and retention in the Encompass ecosystem.

MWP monetises primarily through custom, quote-based professional services engagements structured as multi-year enterprise contracts, with no public pricing disclosed. Go-to-market combines direct sales to U.S. mortgage lenders, channel activity around ICE Mortgage Technology (the provider of Encompass) under a consulting partner relationship, and event-driven demand generation, including Gold Sponsorship at ICE Experience 2026 in Las Vegas. The company self-reports having documented 500+ workflows across 100+ departments and delivering average efficiency gains exceeding 30% for clients. A packaged SaaS extension, WorkflowCoach, is expected to launch in 2026. The firm is founder/management controlled with 1 to 10 employees and no outside investors disclosed in the source material.

Name

Mortgage Workflow Partners

Legal name

Mortgage Workflow Partners, Inc.

Website

https://mortgageworkflowpartners.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Mortgage Workflow Partners is a privately held U.S. consulting and software firm that optimises Encompass mortgage lending workflows for retail lenders and technology partners via professional services, a training community platform, and an upcoming SaaS tool.

Ownership category

akta.pro rank

Headquarters

HQ city

Hainesport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Professional Services and Consulting: Revenue generated through workflow review services, comprehensive support offerings, and consulting engagements. Services include Help Desk On-Demand, Encompass Coaching, Settings Review, Admins on Demand, Implementation support, Backlog Support, and New Initiatives. The 12-month Mastering Encompass Admin Coaching and Certification program represents a recurring training and certification revenue stream.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Mortgage Workflow Partners delivers consulting, training, and support services focused on optimizing Encompass® mortgage lending software workflows for retail mortgage lenders. Core offerings include Workflow Review engagements, Comprehensive Support (Help Desk On-Demand, Encompass Coaching, Settings Review, Admins on Demand), Special Projects (Implementation, Backlog Support, New Initiatives), and a 12-month Admin Coaching and Certification program delivered through the Mastering Encompass® Community.

Product overview

Mortgage Workflow Partners offers a comprehensive portfolio of services and products centered on optimizing Encompass workflows. The company operates under the Workflow Before Technology® methodology, which emphasizes process optimization before technology implementation. Core offerings include WorkflowCoach™ software for workflow rebuilding, the Mastering Encompass Community platform with 327+ video tutorials and AI-powered assistance, and service offerings including Workflow Reviews, Comprehensive Support (Help Desk, Coaching, Settings Review, Admins on Demand), Special Projects (Implementation, Backlog Support, New Initiatives), and a 12-month Admin Coaching and Certification program.

Differentiator

Problem solved

Functional benefit

Brands

• WorkflowCoach™: A software platform that helps lenders and technology partners rebuild Encompass® workflows before implementing technology. Clients have achieved average efficiency gains exceeding 30%.
• Mastering Encompass

Products and services

• WorkflowCoach™ Software platform that helps lenders and technology partners rebuild Encompass® workflows before implementing technology, enabling documented efficiency gains exceeding 30%.
• Workflow Review Consulting engagement designed to identify where a mortgage company is losing time and money and to create a streamlined workflow that eliminates inefficiencies; goes beyond a basic Encompass® Health Check through review, documentation, reimagining, and deployment phases.
• Comprehensive Support Bundle of ongoing support services for Encompass® users, including Help Desk On-Demand (Mon-Fri 9AM-9PM ET), Encompass Coaching for transitions and updates, Encompass Settings Review, and Admins on Demand for supplemental admin resources.
• Special Projects One-off project services for mortgage lenders, including Encompass® Implementation (retail and TPO), Backlog Support for clearing old tickets, and New Initiatives support for rollouts and automation.
• Encompass® Admin Coaching and Certification 12-month coaching and certification program for Encompass admins covering all settings in Encompass Desktop, Web, Consumer Connect, TPO Connect, and Admin Tools; graduates become Mastering Encompass Certified Admins.
• Mastering Encompass® Community Subscription-based community platform for Encompass users offering a resource center with 327+ video tutorials, weekly live Q&A sessions, open chat support, exclusive workshops, an AI Helper, and community collaboration features; accessible via mobile apps on iOS and Android.

Quantifiable outcome

• Clients achieve average efficiency gains exceeding 30%
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• ICE (Intercontinental Exchange)coreChannel Partner/ Reseller/ Distributor · 16 March 2026Mortgage Workflow Partners serves as a Gold Sponsor at ICE Experience 2026 (March 16-18, 2026, Las Vegas) as part of their consulting partner relationship with ICE. The company showcases WorkflowCoach™ software at Booth #807 to reach mortgage industry professionals and technology partners within the ICE ecosystem.
• Encompass® (ICE Mortgage Technology)coreTechnology or IntegrationThe company's core business is built around optimizing workflows for the Encompass mortgage lending platform. The Mastering Encompass Community, WorkflowCoach™ software, and Workflow Review services all focus specifically on Encompass desktop and web experiences.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• nCino: Cloud banking and mortgage origination platform with significant overlap in lender technology buyers. Comparable because lenders optimizing Encompass® workflows frequently evaluate nCino as an alternative LOS, making nCino-adjacent services a relevant comp set.
• Tavant: A digital technology company with a dedicated mortgage technology practice that delivers LOS implementations, automation, and workflow consulting for lenders. Comparable as a specialist technology services firm operating inside the same mortgage operations buyer ecosystem.
• Mortgage Cadence (Accenture): An Accenture-owned mortgage loan origination platform and services business. Directly comparable because it sells mortgage LOS technology plus adjacent implementation and consulting services to the same lender buyer that Mortgage Workflow Partners targets.

Broad incumbents

• Deloitte: Big Four professional services firm with mortgage and financial-services consulting practices. Comparable as a broad incumbent that delivers operational improvement, technology implementation, and risk advisory work to large lenders.
• Accenture: Global systems integrator with a large mortgage and banking technology practice (which includes Mortgage Cadence). Comparable as a broad incumbent that competes for the same lender transformation and platform-implementation engagements.
• Black Knight (ICE Mortgage Technology): Now part of ICE Mortgage Technology (parent of Encompass®). Comparable as the incumbent platform vendor whose ecosystem Mortgage Workflow Partners operates within, and which also offers professional services that compete with the firm's offerings.
• PwC: Big Four professional services firm with mortgage industry advisory and technology consulting capabilities. Comparable as a broad incumbent addressing similar lender buyer budgets for operations, risk, and technology transformation.
• Infosys: Global IT services and consulting firm with a financial services and mortgage technology practice. Comparable as a broad incumbent competing for outsourced technology, automation, and workflow optimization engagements at large lenders.
• Slalom: A global management and technology consulting firm with a dedicated financial services practice. Comparable as a broader-scope competitor pursuing the same workflow optimization and platform-implementation budgets at mid-market and enterprise lenders.

Others

• Mortgage Bankers Association (MBA): The primary US mortgage industry trade association that runs the major industry conference circuit including events alongside ICE Experience. Comparable as an ecosystem participant — not a competitor — but the same channel Mortgage Workflow Partners uses for demand generation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC-5ivmjI-p3n0jMiwMQcbDA
• LinkedInlinkedin.com/company/mortgage-workflow-partners-inc
• Xx.com/spicemyworkflow
• Facebookfacebook.com/MasteringEncompass

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mortgage Workflow Partners