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
Episodes
153 episodes
Let’s Talk about Plug-Ins and Consumer Connect
Recording from June 13, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event. Here is what we covered at today's event...
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33:14
Let’s Talk about Loan-Level Accounting
Recording from October 12, 2023Check out what our special guest speaker,
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31:11
Input Form Builder on Encompass®️ on the Web
Recording from July 27, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
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32:08
How We Keep Getting Things Done With a Small Team
Recording from October 28, 20232023 is coming to a close as fast as you can imagine, and we are certainly not slowing down. As a new and very small business, we need to operate efficiently and effectively, and our impact needs to...
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8:51
How to Use the Role Access to Documents Business Rule Correctly
Recording from July 11, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
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31:47
Get Ahead of Workflow Updates Without the Stress!
Balancing current workflows with new updates can be challenging. Watch this replay to discover best practices for keeping your team organized, your documentation up-to-date, and tackling new releases with ease. Say goodbye to the stress of upda...
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30:43
How Do You Know You Have the Tech You Actually Need?
Recording from October 18, 2023We talk about how you know you have the Tech you actually need. This includes what tech is used and why. Also, are the results of the tech measured in saved or made money? Does your technology resul...
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32:01
Getting Ahead with Encompass® on the Web
Recording from August 3, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
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30:47
Exploring All Native Encompass® Tools for Sales and Operations Teams
Recording from June 29, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
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32:20
Executive / Ownership Best Practices - Run Your Company Like a Master in Encompass®
Recording from December 14, 2023Today was out last live Community event of 2023 and we went out talking about a great topic. If you were wondering what other companies are doing to keep their eyes on the most critical information...
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29:42
Enhanced Conditions on Encompass® Desktop & on the Web
Recording from July 20, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
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38:25
Part 2 - What’s New in Encompass® Web 24.3? Release Notes Preview
This is the release I’ve been waiting for all year as it expands the capability and usability of Encompass® web with the updates for 24.3 happening on December 7, 2024. There is a ton to go over so be sure to listen to both parts of the review....
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16:17
Part 1 - What’s New in Encompass® Web 24.3? Release Notes Preview
This is the release I’ve been waiting for all year as it expands the capability and usability of Encompass® web with the updates for 24.3 happening on December 7, 2024. There is a ton to go over so be sure to listen to both parts of the review....
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28:56
Will Fed Rate Cuts Follow October's Inflation Spike?
Market News 11/18/24Week of November 11, 2024 in ReviewAnnual inflation ticked higher in October while there were some important comments from the Fed about the economy and future rate cuts. Here are the latest headlines.<...
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8:14
Encompass® 24.3 Desktop: Fixes You Need to Know
If you have been developing workarounds to known issues, be sure to follow along with all of the fixes found in the most recent release for Encompass®️ desktop 24.3 coming to your production machines on De...
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20:08
Feature Enhancements in Encompass®️ Version 24.3 Desktop - Must-See!
Check out all of the feature updates for Encompass®️ 24.3 coming to your production environment on December 7, 2024. There is quite a lot to consider, especially as it pertains to launching Encompass®️...
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37:52
Closer Best Practices - Closing Like a Master in Encompass®️
Recording from November 14, 2023Are 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 conditionsDisc...
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32:37
Creative Ways to Use Consumer Connect Sites vs. Widgets
Recording from Jun 23, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.Here is what we covered at today's...
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30:09
Custom Fields and Life as an Admin
Recording from Jun 13, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
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42:32
Disclosure Tracking, Changed Circumstances, Re-Baselines in Encompass®
Recording from October 4, 2023We reviewed how and when to use the Disclosure Tracking tool, how to leverage the Changed Circumstances setup and usage on the LE Page 1 and CD Page 1, and how all of this ties into the Fee Variance ...
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34:48
Encompass® Plug-Ins and Better Ways to Visualize Important Data
Recording from July 6, 2023Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
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33:22
Best Practices of Document Management Settings in Encompass®️
Recording from December 5, 2023We 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...
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30:52
Best Practices of Milestones in Encompass®️
Recording from November 2, 2023We had a great discussion about milestones, milestone templates, what manual mode means and how that undermines all of your milestone template code complexly. Watch the entire episode to find out everythin...
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28:42