mortgage technology

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.

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.

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.

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.

Do you use tickets to track issues, or do you use more of a collaborative approach with your issues and projects. We reviewed the pros and cons for each methodology as a community. Many are using some kind of ticketing, along with something else, but everyone agrees there is always room for improvement. Listen in for clues for what you can do better.

❗Join us every Tuesday at 4:00 PM ET for great community conversations just like this one.
👉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 gang, Larry Bailey here with some Encompass updates. In this video, I'll be discussing the recent update to the Encompass Compliance Service. I'll walk you through the changes, including the update to the applicability rules and the new feature in the GSE review. I'll also highlight some other important updates for specific states. Make sure to check out the release notes for more details. No action is required from you, but it's important to stay informed about these updates.

00:00 Introduction
00:38 Update to Applicability Rules
02:46 New Feature in GSE Review
04:36 Other Impacted Areas
05:57 New Jersey Update
08:09 Prepayment Penalty Threshold Updates
08:37 Change Log

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

As we grow our community, we need to broaden our conversations. Bookmark our new site - https://podcast.mortgage.community/ - to follow all of the conversations in the Mortgage.Community. You will find it on your favorite podcast app or just follow along in the community. The links will always work there too.

Keep the great ideas and conversations coming. You never know what we will discover together. As an example, I discovered today that Robert Louden is the admin for their MeridianLink platform (they use it for consumer loans), as I reminded everyone that Awesome Technologies Inc. supports and develops for the MeridianLink platform. 

These are great conversations, and I look forward to finding out what you want to talk about next. Make sure to come to the Tuesday Live Events at 4:00 PM ET and look for the new Live Recorded conversations every Thursday.

All the Best to you! - 

Larry Bailey - Your Community Advocate. 

Larry Bailey - Your Community Advocate

Contact me anytime at Larry@atihelps.com

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

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

❗Come each Tuesday at 4 PM ET and Thursday at 1 PM ET to join us live, or click here to watch the replay: www.MasteringEncompass.com 

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We had a great time talking about everything Underwriting today. We covered how to use an Underwriter Comparison form, truly Automated Enhanced Conditions, the best ways to use the File and Document Manager, and also how to leverage a floating Notes panel to get your underwriter to get all of their notes into the loan file. Tell us how these suggestions are making a difference for your company.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Today was all about the Loan Processor and what I have found to help master the position in Encompass®. Leveraging Workflow Tasks, File Manager, Document Manager, Document Expirations, and Borrower Communications are all covered in this event. We would love to hear your feedback on what you think works best. Listen in on the whole event and let us know.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Check out how you can leverage so much more from the Encompass® platform by ICE Mortgage Technology™ in your sales process. We reviewed the Best Practices of file and conversation flow, how to use the Opportunities to create "Sandbox" options for Borrowers to choose. And check out how you can leverage click-to-dial in Encompass® to make it all easier to communicate as you need to. Keep bringing your great questions to every community meeting and let us know how this has helped your Sales Team.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We 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 result in duplication of what you already have natively? Is any of your technology outdated or not in alignment with your workflow? Listen along and let us know what your answers are. We really want to know what is happening at your company.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Thank you to everyone who came to our live event. We talked about our combined experiences with the 23.3 Major Release for the Encompass® platform. We also talked more about leveraging the EPC (Encompass® Partner Connect) platform for all of the Service Providers you use and why it is important to talk to them about moving over to it. Join us live next time so you can ask your questions and find out everything that is happening.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We 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 Worksheet tool. We also hear from a community member about how they implement and use their company's Fee-Level Changed Circumstance disclosure workflow.

Be sure to join our 23.3 Administrators Mastering Encompass® course starting on 10/03/2023 for $2,500:  https://bit.ly/3rarrOt - (yes, you can pay in installments if needed).

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We covered how to set up a new Consumer Connect site yourself in time for the 10/7/2023 deadline. We also reviewed all about the important changes for the 23.3 version of Encompass® on the Web. Remember that you can continue your education with 23.3 Administrators Mastering Encompass®. The class starts on 10/03/2023 and is only $2500 for 12 months of on-going access, insights and education.
❗Join on this link: https://bit.ly/3rarrOt

👉Click here to watch the full replay: www.MasteringEncompass.com  

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Today we reviewed how to take advantage of the changes happening to the milestones in the Encompass® settings with the 23.3 release happening on 10/7/2023. We also talked about how to manage your milestone templates with a lot of "Best Practices" shared around by all. Be sure to join the Administrators Mastering Encompass® class starting on 10/3/2023. Accessing over 40 hours of live classes taught by Larry Bailey, along with recordings, forms, rules, and other resources available to you for 12 months is remarkable for only $2,500. Be sure to tune in to find out how to get a scholarship to the classes if you are currently a displaced Encompass® administrator. We are doing everything we can to help everyone possible.
❗Click here to learn more: https://bit.ly/3rarrOt

👉Click here to watch the full replay: www.MasteringEncompass.com  

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

In today's community meeting, we review the most important updates for the Persona setting in the Encompass® 23.3 Major Release. We covered The updates for:

1. Project Review for Condos
2. Subscribing to Webhooks
3. Ordering Pre-Closing Docs
4. Proforma CDs
5. Ordering Disclosures with MAVENT® Fails (Encompass® on the Web)
6. Default Pipeline Views
7. New Input Form Access for: 
   1. Supplemental Insurance 
   2. New AMI (Area Median Income) section on the Borrower Summary - Origination, Fannie & Freddie Additional Information
8. Persona Access to Loans
9. Persona Access to Fields
10. DDM Rules
11. Input Form Builder Code
12. Task-Based Workflows
13. Enhanced Conditions
14. Truly Automated Conditions

We covered a lot and doing it from a rest stop in Connecticut to boot! Watch the whole video replay. You will not be disappointed.
👉Watch here:  http://www.masteringencompass.com/

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We had another great Live event with fantastic Encompass® Admins. We learned about the new 23.3 Administrators Mastering Encompass®  Live class starting on 10/3/2023. We learned how to make sure you do not have a popup happening on your Encompass® Consumer Connect website, and we also talked about Enhanced Conditions related to special GSE programs. 

Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com 

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

After many attempts to create a course that teaches you how to code for the Encompass® platform, it is finally here. We can now teach you how to build your first plugin for the Encompass® platform. 

Todays Mastering Encompass® Live Event had the following happen:

• We reviewed this new course - Building  your First Plugin for the Encompass® Platform
• We talked about the possible next steps after ICE Mortgage Technology™ completed their purchase of Black Knight®
• We discussed how some companies (mostly Banks) do not allow Encompass® Admins to build any technology
• And other general topics - check out the full recording on the Community: http://www.masteringencompass.com/

Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com 

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hi, everyone. I discuss the latest updates and changes to the Encompass® desktop version in this video. There are a lot of important changes, including business rule changes, workflow changes, and new technology updates.

Pay attention and take notes, as there is much valuable information to absorb.
http://help.icemortgagetechnology.com/documentation/encompass/documents/release-notes/23-3-MR-Banker.pdf

Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com 

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.