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Unifying EPC Integration

Streamlined Core Services for a Leading Information Services Provider

Executive Summary.

A global information services provider sought to unify its legacy systems following an acquisition, while integrating with the Encompass Partner Connect (EPC) platform. Authority Partners led a seamless transition by optimizing integrations, improving client experiences and streamlining operations.

Client Background

The client, a leader in property and consumer information analytics, specializes in providing financial data and business intelligence to global customers. With a market presence in real estate and mortgage services, the client was challenged to modernize legacy systems after acquiring a complementary platform.

The Challenge.

Following the acquisition of a company that relied on a legacy SDK integration with Encompass, the client needed to unify infrastructures.
The integration gap slowed time-to-value for new clients, increased operational overhead and negatively impacted user satisfaction. To remain competitive in a fast-paced market, the client needed a unified, scalable solution that would streamline onboarding, enhance service reliability and reduce long-term maintenance costs.

The Solution.

Integration Optimization

The team plugged into the existing middleware to facilitate communication with EPC, ensuring a seamless transition and preserving critical functionalities.

Enhanced User Interface

A new, modern UI was developed for end-users, offering better accessibility and an improved experience.

Extended Service Offerings

The new integration allowed for improved document uploads, custom input fields for lenders and a more efficient lender subscription system.

Client-Specific Customizations

The platform provided tailored functionalities for new and existing clients (including an American national bank), streamlining service offerings for major lenders.

Results & Impact

Improved Client Experience
The integration delivered a smoother, faster experience for users, reducing onboarding friction and enabling easier access to essential services.

Increased Efficiency
By transitioning from legacy SDK to EPC, the solution provided real-time data synchronization and reduced manual processes.

Maintenance Optimizations
Enhanced logging and troubleshooting capabilities helped the client’s internal teams quickly resolve issues and better support ongoing operations.

Positive Client Feedback
Major lenders praised the streamlined integration and feature set during user acceptance testing (UAT), reporting high satisfaction.

Lessons Learned

Several key insights emerged from the project:

Stakeholder Collaboration Is Critical

Early and ongoing collaboration with client stakeholders ensured legacy limitations were understood and addressed effectively.

Leverage Existing Infrastructure

Building on the client’s existing middleware allowed for a faster, more seamless transition and preserved prior investments.

Customization Drives Relevance

Tailoring the solution to the needs of both new and existing clients improved usability and strengthened client relationships.

Scalability Requires Strategic Design

Designing with growth in mind allowed the client to extend the integration across their platform and streamline future onboarding.

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