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.

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.

Registration is now open for the Engage Point Live Labs, which take place throughout the month of June.

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Engage Point Training Manuals

• Engage Point User Manual
• Engage Point Administrator Manual

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 (6:49)

Video 2 – Administration & Reports (3:11)

Video 3 – Account Overview & Updates (6:22)

Video 4 – Memos (4:03)

Video 5 – Business Accounts (3:56)

Video 6 – Cards & Updates Tabs (5:27)

Video 7 – Transactions & Statements (5:49)

Video 8 – Payments & Balance Transfers (5:17)

Video 9 – Rewards (3:25)

Coming Soon

Video 10 – Credit Limit Increase

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Engage Point Live Labs

Each session is a 60-minute live webinar, open to all partner credit unions, designed to support awareness and familiarity with Engage Point.

During each session, participants will:

• Receive a guided welcome tour of Engage Point
• Learn navigation tips and best practices
• See a live demonstration of the top five most common cardholder-related requests
• Have time to ask questions

These sessions are not intended to replace formal training, but to complement the learning resources already available and help teams feel confident heading into launch.

Who Should Attend

These sessions are especially important for those who:

• Use Springboard Classic today to service cardholder inquiries or access reporting
• Lead teams who use Springboard Classic today
• Create or manage learning opportunities or content for employees who use Springboard Classic

Partner employees are encouraged to register early and ensure time is set aside to support readiness activities leading up to the June 30 launch.

• 2 sessions offered on Tuesdays and Thursdays throughout June.

• Start times are 10:00 am and 1:00 pm (EST)

Date	Time (EST)	Registration Link
Tues June 9	10:00 AM ET	Register Here
Tues June 9	1:00 PM ET	Register Here
Thurs June 11	10:00 AM ET	Register Here
Thurs June 11	1:00 PM ET	Register Here
Tues June 16	10:00 AM ET	Register Here
Tues June 16	1:00 PM ET	Register Here
Thurs June 18	10:00 AM ET	Register Here
Thurs June 18	1:00 PM ET	Register Here
Tues June 23	10:00 AM ET	Register Here
Tues June 23	1:00 PM ET	Register Here
Thurs June 25	10:00 AM ET	Register Here
Thurs June 25	1:00 PM ET	Register Here

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Additional Training Resources Coming Soon

Launching in a phased approach throughout spring 2026:

• New Quick Reference Guides
• New eLearning modules for partner users and administrators

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