Mastering Encompass®
A podcast as your companion to the Mastering Encompass® information we continue to share. The Mortgage.Community is free to join for everyone, regardless of where you work. Most importantly, we focus on workflow and "Best Practices" to help as many of our community members as possible. We focus our conversations, support, insights, and help to those leveraging the Encompass® platform. Join the community today at this link - https://mortgage.community
Mastering Encompass®
Best Practices of Document Management Settings in Encompass®️
Let us know what questions you have. Give us feedback too.
Recording from December 5, 2023
We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed:
- Role Access to Documents business rules
- Document Stacking Templates for eFolder and Shipping
- Using the Protected Document workflow for Underwriting
- How to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)
- Off-Site storage of your documents
Make sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.
⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and it is free to join.
Larry Bailey - Your Community Advocate
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