Personas and Roles

Hey everyone, it's Larry Bailey. This is for the Week of February 26, 2024, in Review:

The Fed’s favored inflation measure showed that annual inflation continues to progress lower, albeit slowly. And while the weather and mortgage rates impacted signed contracts for homes in January, key home price indexes revealed that 2023 was another strong year for appreciation. Here are the headlines:

• Fed’s Favored Inflation Measure in Line with Forecasts
• New Home Sales Jump in January
• Pending Home Sales Pull Back
• Home Values Continue to Move Higher
• Unemployment Claims Rise During Latest Week

00:00 Introduction
01:53 Feds Favorite Inflation Measure
07:12 Pending Home Sales
09:37 Home Values
12:01 Unemployment Claims

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved.

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Today was a first. We had our live call from the halls of the Lenders One L1 Summit in Los Angeles, CA. We talked about current events and information learned at the Summit. We also talked about how paying for overlapping technology is not uncommon but should be most unwelcome. Find out what the economists had to say about rate cuts from the Fed and if you are truly ready for the Encompass®️ 24.1 update that is happening soon.

👉 Click here to watch the full replay: Mortgage.Community

❗ Join us each Tuesday at 4:00 PM ET to collaborate as a community

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hey everyone, it's Larry Bailey. This is for the Week of February 19, 2024, in Review:

Closings on existing homes picked up last month, while recent commentary shows that Fed members remain cautious about cutting rates too soon. Read on for these stories and more:

• Existing Home Sales Rebound in January
• Fed in No Hurry to Cut Rates
• Tame Initial Jobless Claims During Key Data Week
• Recession Forecast Softened

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved.

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We all have pipeline views and dashboards in our Encompass® environment, but how are you leveraging and managing your Persona-based views versus Personal-based? Listen to the replay to discover insights and helpful suggestions that you can use in your Encompass® today. Find out how others are leveraging their single dashboard versus multiple pipeline views also.
⭐Want to be trained how to make the most out of your settings and the Best Practices of using Encompass? Join our Admins & Users Mastering Encompass® courses - affordably priced to train your entire company including all admins and users: https://mortgage.community/landing/plans/379743

❗ Join us each Tuesday at 4:00 PM ET to collaborate as a community

👉 Click here to watch the full replay: Mortgage.Community

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hey there! In this video, I'll be showing you how to navigate EPPS on the web and make loan requests. I just had a partner advisory board meeting with Tom Lyons from Ice Mortgage Technology, and I wanted to share what I learned. We'll go through the process step by step, and I'll highlight some important features. Stick around to see how easy it is to update loan files and request locks. Let's dive in!

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hey everyone, Larry Bailey here with Awesome Technologies, Inc. In this video, I'll be discussing the important updates that happened in the 23.3.0.5 Encompass® release. These updates include a new NMLS call report, enhancements to the enhanced conditions in the E folder, and a supplemental insurance field added to the 2015 itemization form. It's crucial to review these release notes and plan your updates accordingly to stay up to date.

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

I provide an overview of the recent TPO Connect release. I discuss the process from initial confirmation to going live, highlighting the extraordinary situation and the help received from Joe and Ron. I go through the release notes, mentioning important updates such as the new status tracker setting and the registration-related settings. I also talk about the new EPPS special product setting and the enhancements to the services management setting. Finally, I touch on fixed issues and improvements, including the display type option and the addition of required fields. Watch to stay updated and take action where necessary.

00:00 Release Overview
02:09 New Status Tracker Setting
04:07 Override Privacy Policy URL
06:09 EPPS Special Product Setting
09:05 Loan Processor Organization Settings
12:17 Required Fields on LA2020
14:41 Order Credit Report Step, Miscellaneous Fixes

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Check out how to avoid "Multiple Persona Syndrome" in your Encompass®. Also, find out how your Personas and Roles affect you so much. We also cover using the Settings Reports to uncover ways to consolidate your redundant Personas, which is another way for you to ensure your Business Rules and other settings behave as expected. Configuring your Role Access to Document rule along with managing your Protected Doc Access workflow are also covered in our meeting.

❗ Join us each Tuesday at 4:00 PM ET to collaborate as a community

👉 Click here to watch the full replay: Mortgage.Community

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hey everyone, it's Larry Bailey. This is for the Week of February 12, 2024, in Review:

Wholesale and consumer inflation were both hotter than expected in January. There was also a pullback in new home construction, though home builders are feeling confident about the year ahead. Here are last week’s headlines:

• Consumer Inflation Above Forecasts
• Hot Wholesale Inflation a Surprise
• Home Builder Confidence at 6-Month High
• Home Construction Slowed in January
• Retail Sales Tumble to Start the Year
• Challenges Remain for Job Seekers

00:00 Introduction
02:18 Wholesale Inflation
05:53 Fed Funds Rate
08:16 Home Construction
10:08 Retail Sales
12:00 Subscribe

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved. 

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.