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®
Closer Best Practices - Closing Like a Master in Encompass®️
Let us know what questions you have. Give us feedback too.
Recording from November 14, 2023
Are you a Closer, or do you work with a Closer? This was the event for you. We covered how to close like a master on the Encompass® platform.
- Automate your closing conditions
- Discover how a closing comparison form can help see all of the changes on a file
- Don't get caught in the Itemization vs. Aggregate vs. CD Page 4 struggle
- Tie all of your loan programs to your Loan Program Templates
- MAVENT Preview vs. Review - when to use either
- Keep your Roles and 3rd Parties straight to ensure delivery of your closing packages
- Proforma CD - You BETTER be using this!
- Pre-Closing vs. Closing Docs and how the Persona updates in the Encompass® 23.3 update changed everything
⭐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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