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Engage Point

Engage Point

Welcome to the Engage Point resource page. As partners prepare for the transition from Springboard Classic to Engage Point on June 30, 2026, this page will serve as the central home for all training and readiness materials. Here, you’ll find a growing collection of videos, manuals, guides, and eLearning resources designed to support your teams in building awareness, gaining familiarity with the enhanced platform, and completing required transition training. New resources will be added throughout the spring leading up to launch, so we encourage you to check back regularly.


Engage Point Video Vignette Series 

These short videos provide high-level overviews of key Engage Point features.
They are not full training, but are designed to help partner employees build early familiarity with the enhanced platform.

Now Available

Video 1 – High-Level Navigation

Search | Overview Page | Tab Navigation (6:49)

Coming Soon

Video 2 – Administration & Reports

Video 3 – Account Overview & Updates

Video 4 – Business Accounts

Video 5 – Memos

Video 6 – Cards & Cardholder Details

Video 7 – Transactions & Statements

Video 8 – Payments

Video 9 – Rewards

Video 10 – Credit Limit Increase


Additional Training Resources Coming Soon

Launching in a phased approach throughout spring 2026:

  • Updated Engage Point User Manual
  • Updated Engage Point Admin Manual
  • New Quick Reference Guides
  • New eLearning modules for partner users and administrators
  • Live training sessions ahead of launch

Important Reminder

Partners should continue using Springboard Classic exclusively until June 30, 2026. As readiness work is underway on the back end, some Engage Point features may not behave as expected before launch.