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    A podcast as your companion to the Mortgage.Community information we continue to share. The 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®, Byte®, MeridianLink®, and LendingPad® LOS platforms.  Join the community today at this link -  https://mortgage.community 

    en-us28 Episodes

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    Episodes (28)

    Mortgage Market Update - New Home Sales Jump, Inflation, Home Values, & Unemployment - 3/4/24

    Mortgage Market Update - New Home Sales Jump, Inflation, Home Values, & Unemployment - 3/4/24

    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.

    Live from Lenders One Summit

    Live from Lenders One Summit

    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.

    Mortgage Market Update - Recession Forecast Softened, Existing Home Sales Rebound, Rates, & Jobless Claims - 2/26/24

    Mortgage Market Update - Recession Forecast Softened, Existing Home Sales Rebound, Rates, & Jobless Claims - 2/26/24

    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.

    Pipeline Views and Dashboards

    Pipeline Views and Dashboards

    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.

    Exploring EPPS with Encompass® Web

    Exploring EPPS with Encompass® Web

    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.

    Anonymous Admins
    en-usFebruary 23, 2024

    Encompass® 23.3.0.5 Release Notes Review 2-23-2024

    Encompass® 23.3.0.5 Release Notes Review 2-23-2024

    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.

    Anonymous Admins
    en-usFebruary 23, 2024

    24.1 Encompass® TPO Connect Pre-Release Walkthrough with Larry Bailey

    24.1 Encompass® TPO Connect Pre-Release Walkthrough with Larry Bailey

    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.

    Anonymous Admins
    en-usFebruary 22, 2024

    Evaluation Process for Selecting Technology

    Evaluation Process for Selecting Technology
    Check out our latest recorded conversation with Alayna Gardner, who is the Director of Revenue for LodeStar Software Solutions, along with Larry Bailey, who is the Chief Revenue Officer and co-owner of Awesome Technologies Inc. Listen in as they discuss the finer points of how to make the most of discovering and vetting new technologies. This is a timely conversation as there are thousands of mortgage industry professionals heading out to their tradeshows to find something new. Don't get caught up in all of the "Shiny Objects," and listen in to the tips and guidance from this powerhouse team of experience and insights.

    👉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.

    Personas and Roles

    Personas and Roles

    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.

    Mortgage Market Update - Consumer Inflation, Wholesale Inflation, & Challenges Remain for Job Seekers - 2/20/24

    Mortgage Market Update - Consumer Inflation, Wholesale Inflation, & Challenges Remain for Job Seekers - 2/20/24

    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.

    Encompass® 24.1 Release Notes (Part 2 of 2) Walkthrough from Larry Bailey

    Encompass® 24.1 Release Notes (Part 2 of 2) Walkthrough from Larry Bailey

    Hey there! Larry Bailey here from Awesome Technologies, Inc. I wanted to continue my walkthrough of the Release Notes with you for the Encompass® platform. In this video, I'll walk you through the Fixes that are set to be released for the Desktop version of Encompass 24.1

    I'd love to hear your thoughts and discuss these updates further. Enjoy the video!

    Larry Bailey - Your Community Advocate

    Contact me anytime at Larry@atihelps.com

    © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

    Anonymous Admins
    en-usFebruary 14, 2024

    Encompass® 24.1 Release Notes (Part 1 of 2) Walkthrough from Larry Bailey

    Encompass® 24.1 Release Notes (Part 1 of 2) Walkthrough from Larry Bailey

    Hey there! Larry Bailey here from Awesome Technologies Inc.. I'll walk you through the latest release for the Desktop version of Encompass 24.1 in this video. This is part 1 of 2. 

    I'd love to hear your thoughts and discuss these updates further. Enjoy the video!

    Larry Bailey - Your Community Advocate

    Contact me anytime at Larry@atihelps.com

    © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

    Anonymous Admins
    en-usFebruary 14, 2024

    Encompass® on the Web 24.1 Pre-Release Notes Walkthrough from Larry Bailey

    Encompass® on the Web 24.1 Pre-Release Notes Walkthrough from Larry Bailey

    Hey there! Larry Bailey here from Awesome Technologies, Inc. I wanted to share some exciting updates and new features with you. In this video, I'll walk you through the latest release, including the ability to manage pipeline views, a new notify me feature, automated disclosures, Encompass® e-folder on the web, forms and tools enhancements, and more. Make sure to check out the chapters below for easy navigation. I'd love to hear your thoughts and discuss these updates further. Enjoy the video!

    00:00 Introduction
    01:57 Notify Me Feature
    05:36 Forms and Tools Enhancements
    07:28 Positive Information Form


    Larry Bailey - Your Community Advocate

    Contact me anytime at Larry@atihelps.com

    © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

    Anonymous Admins
    en-usFebruary 14, 2024

    Mortgage Market Update - 🏡📈Home Prices Expected to “Extend to New Highs”, Home Inventory, & Initial Unemployment Claims - 2/12/24

    Mortgage Market Update - 🏡📈Home Prices Expected to “Extend to New Highs”, Home Inventory, & Initial Unemployment Claims - 2/12/24

    Hey everyone, it's Larry Bailey. This is for the Week of February 5, 2024, in Review:

    The latest appreciation and inventory data show why housing remains a great avenue for wealth creation. Read on for more details in these headlines:

    • Home Prices Expected to “Extend to New Highs”
    • The Real Story on Existing Home Inventory
    • Is a Rise in Initial Unemployment Claims Ahead?

    00:00 Introduction
    02:21 Home Price Index
    04:19 Existing Home Inventory
    06:39 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.

    Milestones Best Practices

    Milestones Best Practices

    Today was all about Best Practices for your Milestones in your Encompass® platform. Watch the replay to find out if you are doing all of the recommended things or if you are missing out on what you should be doing. We all have Milestones in Encompass®, but there are ways to use them the best way possible for your workflow. Watch or listen to find out more.

    Also, here's the link to the Admins & Users Mastering Encompass® plan as mentioned: https://mortgage.community/landing/plans/379743
    And the link for the ICE Experience 2024 Wrap-Up Event: https://mortgage.community/spaces/12759209/about

    ❗ Make sure to come to all of our Tuesday events at 4:00 PM ET. Guaranteed to make you learn something new every time!

    👉 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.

    DDM and Field Trigger Rules

    DDM and Field Trigger Rules

    DDM Rules were all the rage in today's call. So much AWESOME information shared together just the like community we are. Make sure to watch the replay and to get all of the great advice from others who have found DDM rules to be a terrific resource in the Encompass® platform.

    ❗ Make sure to come to all of our Tuesday events at 4:00 PM ET. Guaranteed to make you learn something new every time!

    👉 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.

    Mortgage Market Update - Fed Funds Rate, Jobs Reports, Unemployment, Home Prices - 2/5/24

    Mortgage Market Update - Fed Funds Rate, Jobs Reports, Unemployment, Home Prices  - 2/5/24

    Hey everyone, it's Larry Bailey. This is for the Week of January 29, 2024, in Review:

    The Fed held rates steady while there were mixed messages from the labor sector and home prices continued to hit new highs. Read on for these stories and more:

    • Fed Funds Rate “Likely at Its Peak”
    • Was January’s Jobs Report Really a Blockbuster?
    • Slow Start for Private Sector Job Growth
    • Surprising Uptick in December’s Job Openings
    • Unemployment Claims Rise for Second Straight Week
    • Home Prices Moving on Up

    00:00 Introduction
    01:53 Job Openings
    03:57 Unemployment Claims
    06:07 Home Prices
    10:39 Family Hack

    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.

    Reflect, Refine, and Refocus: Strategies for the Rest of Q1 Beyond!

    Reflect, Refine, and Refocus: Strategies for the Rest of Q1 Beyond!

    January is effectively done. If you have not taken the time to reflect on what you have done, refine your processes and technology, and refocus your efforts, you are not alone.

    ⭐Check out our episode where Larry Bailey talks you through each step. You will have a better 2024 as a result.

    👉Join us each Tuesday at 4 PM ET for great conversations at Mortgage.Community

    Larry Bailey - Your Community Advocate

    Contact me anytime at Larry@atihelps.com

    © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

    Mortgage Market Update - Key Inflation Measure Below 3%, New Home Sales, & Jobless Claims Move Higher - 1/29/24

    Mortgage Market Update - Key Inflation Measure Below 3%, New Home Sales, & Jobless Claims Move Higher - 1/29/24

    Hey everyone, it's Larry Bailey. This is for the Week of January 22, 2024, in Review:

    Inflation continues to move lower towards the Fed’s 2% target, while declining mortgage rates boosted signed contracts on new and existing homes in December. Here are the latest headlines:

    • Key Inflation Measure Below 3%
    • New Home Sales End 2023 on High Note
    • Pending Home Sales Surged in December
    • Fourth Quarter GDP Better Than Expected
    • Jobless Claims Move Higher

    00:00 Introduction
    04:16 New Home Sales
    07:44 Fourth Quarter GDP
    10:28 Chocolate Mousse Recipe, Upcoming Economic Data

    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.

    Prepare for an Exciting Conference Season Ahead!

    Prepare for an Exciting Conference Season Ahead!

    Thanks to everyone who came to the live event today. We talked about the seemingly endless list of conferences to go to this year, which ones to go to, and then what to do in order to bring home value. Advocate for the things/ideas that you want brought to life. Form and pitch your idea. Here is the link to "Shape Up" by 37 Signals as mentioned in the event - https://basecamp.com/shapeup.

    ⭐Join the Mortgage Community to see a list of the events we spotted happening this year!

    👉Join us each Tuesday at 4 PM ET for great conversations at Mortgage.Community

    Larry Bailey - Your Community Advocate

    Contact me anytime at Larry@atihelps.com

    © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.