Los mejores podcasts de ENCOMPASS (2024)

1
Plug-Ins, Automation, Workflow, and How They All Tie Together 30:07

4M ago30:07

30:07

Uncover the true impact of plugins and automation within your Encompass® environment on your workflow's efficiency. Are you optimizing your workflow or letting technology dictate the pace? Join us as we delve into these critical questions and engage in lively community discussions, unraveling the intricate interplay between plugins, automation, and…

1
Mortgage Market Update - Job Openings Hit 2-year Low, Private Sector Job Growth, Unemployment, & Rate Cuts - 1/8/2024 9:38

4M ago9:38

9:38

Hey everyone, it's Larry Bailey. This is for the Week of January 1, 2024, in Review: Job growth beat expectations in December, but is the labor sector as strong as the headlines imply? Plus, the minutes from the Fed’s last meeting suggest rate cuts are ahead, though the timing remains unclear. Here are the highlights: Job Growth Less Rosy Than It A…

1
Starting 2024 with a BANG - Important Topics to Focus On 30:25

5M ago30:25

30:25

We will continue to meet on Tuesdays at 4:00 PM ET for all of our live events. Make sure to join us! We started off 2024 and our Mastering Encompass® weekly event series with a BANG. That stands for: BUSINESSES will continue to pivot. You need to have the ABILITY to pivot. NOTHING is off the table. You must document your GOALS to make sure they hap…

1
Mortgage Market Update - Home Sales, Home Prices, and Continuing Unemployment - 1/2/2024 11:22

5M ago11:22

11:22

Hey everyone, it's Larry Bailey. This is for the Week of December 25, 2023, in Review: After the markets were closed Monday for Christmas, the latest housing reports showed there’s broad-based home price appreciation around the country while sales are expected to pick up this year. Here are the highlights: Home Sales “Will Improve in 2024” Home Pri…

1
Mortgage Market Update - Inflation Inching Closer to 2% Target, Jobless Claims, & Improving Housing Conditions - 12/26/2023 16:49

5M ago16:49

16:49

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 18, 2023, in Review: The Fed’s favored inflation measure continues to move lower toward its 2% target while falling mortgage rates boosted existing home sales and new construction. Don’t miss these stories: Inflation Inching Closer to Fed’s 2% Target E…

1
Mortgage Market Update - Rate Cuts Are Ahead, Consumer Inflation, Wholesale Inflation, & Initial Jobless Claims at 2-Month Low - 12/18/2023 8:45

5M ago8:45

8:45

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 11, 2023, in Review: The Fed left rates unchanged at their meeting last week. This followed news that inflation at both the consumer and wholesale levels continued to cool in November. Here are the headlines: Fed Pivots, Signals Rate Cuts Are Ahead Con…

1
Executive / Ownership Best Practices - Run Your Company Like a Master in Encompass®️ by ICE Mortgage Technology® 29:13

5M ago29:13

29:13

Today 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 as owners or executives, you need to listen to this episode. We covered how to find and review loan production data from operations, as well as how to k…

1
Best Practices of Condition Management Settings in Encompass®️ by ICE Mortgage Technology® 32:40

5M ago32:40

32:40

In our meeting about the Best Practices of Condition Management Settings, we talked about leveraging the "Fulfilled" methodology to notify the Underwriter which conditions to review, the differences between standard and enhanced conditions and why it matters, and also about how to maximize your post-closing condition experience. We also focused on …

1
Mortgage Market Update - Home Prices Hitting Highs, BLS Jobs Report, Private Payrolls, & Job Openings Lower - 12/11/2023 10:13

5M ago10:13

10:13

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 4, 2023, in Review: The latest labor sector data showed mixed results, while home prices increased. Here are the highlights: BLS Jobs Report Not What We Wanted Private Payrolls Below Expectations Job Openings Lower Jobless Claims Home Prices Hitting Hi…

1
Larry Bailey has joined Awesome Technologies Inc. as a Co-owner and as Chief Revenue Officer 2:44

5M ago2:44

2:44

Hi everyone, Larry Bailey here with a very important message. Today, December 11th, 2023, I am excited to announce that I have joined Awesome Technologies, Inc. as a co-owner and will be leading the leadership team as the Chief Revenue Officer. This means that I will continue working with clients like you to leverage the best technologies available…

1
Operations Management Best Practices - Manage Like a Master in Encompass®️ by ICE Mortgage Technology® 31:05

5M ago31:05

31:05

We just went over some great topics to think about when focusing on Operations Management Best Practices. Leverage your pipeline views and dashboards, but be sure to also consider using data visualizers like the Bullseye Platform from Awesome Technologies ($600 for the whole company regardless of users) to help you see what is really happening. Als…

1
Best Practices of Document Management Settings in Encompass®️ by ICE Mortgage Technology® 30:24

5M ago30:24

30:24

We 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 business rules Document Stacking Templates for eFolder and Shipping Using the Protected Document workflow for Underwriting How to use Investor Connect and how tha…

1
Mortgage Market Update - Inflation Inching Lower, Pending Home Sales Plunge, & Jobless Claims - 12/4/2023 12:22

5M ago12:22

12:22

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 27, 2023, in Review: There was welcome news for consumers as inflation continued to inch lower in October. Plus, tight housing inventory is still hindering contract signings and boosting home values. Here are last week’s headlines: Inflation Inching Lo…

1
Post-Closer Best Practices - Post-Close Like a Master in Encompass®️ by ICE Mortgage Technology® 31:44

6M ago31:44

31:44

Who knew there so many people who were using Dashboards for Post-Closing teams. Today we talked about how to post-close in Encompass® like a master. From leveraging the Shipping Detail, Collateral Tracking, Condition and Document Management, as well as the robust discussion on hybrid e-close, you will want to watch the whole replay at: Mortgage.Com…

1
Best Practices of Disclosure Tracking Settings in Encompass®️ by ICE Mortgage Technology® 36:15

6M ago36:15

36:15

We had a great discussion surrounding how to use the Disclosure Tracking tool and configure its settings for the best possible outcome. We heard from a lot of the community on the call about the Additional Dates part of the tool too. Make sure to listen to the entire replay to find out what you missed, or to replay what you need to hear again while…

1
Mortgage Market Update - Existing Home Sales, Jobless Claims, and a Recession Indicator - 11/27/2023 9:23

6M ago9:23

9:23

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 20, 2023, in Review: It was a quiet week ahead of the Thanksgiving holiday, but the markets gobbled up the latest news on Existing Home Sales and Jobless Claims. Plus, find out what a key recession indicator is signaling. Here are the highlights: Hope …

1
Quality Control Best Practices - QC Like a Master in Encompass®️ by ICE Mortgage Technology® 30:55

6M ago30:55

30:55

Whoever says Quality Control is not the heartbeat of the organization obviously needs to listen to this replay. On this episode, we covered: Reviewing the new space on Mortgage.Community for your Encompass® - Journey to the Web Using Document Protection in the eFolder Leveraging outside platforms like ACES Using Enhanced Conditions to ensure your Q…

1
Mortgage Market Update - Inflation Cools, Home Building Ticks Up, the latest Retail Sales and Unemployment Data - 11/20/23 17:46

6M ago17:46

17:46

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 13, 2023, in Review: Inflation continued to cool in October, while we saw an uptick in construction despite dampening homebuilder confidence. Plus, the latest Retail Sales and Jobless Claims suggest a slowing economy. Here are last week’s headlines: Ea…

1
Best Practices of Custom Print Forms in Encompass®️ by ICE Mortgage Technology® 32:44

6M ago32:44

32:44

We had another great conversation about custom print forms. Here’s what we talked about: Merge Field Code Example Pre-Application Worksheets (with and without Merge Field Code) Custom Fields and their implications Margins > .50" User Groups Previewing - Old doc Viewer vs. New Doc Viewer Maintenance Esignatures Automation 👉Click here to watch the fu…

1
Closer Best Practices - Closing Like a Master in Encompass®️ by ICE Mortgage Technology® 32:08

6M ago32:08

32:08

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 …

1
Mortgage Market Update - Home Prices Hitting New Highs & What Important Recession Indicators Are Saying - 11/13/23 14:46

6M ago14:46

14:46

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 6, 2023, in Review: Home Prices Continue to Hit New Highs Continuing Jobless Claims Increase for Seventh Straight Week What Important Recession Indicators Are Saying 00:00 Introduction 01:21 Last Week's Information 03:22 CoreLogic's Home Price Index 05…

1
Best Practices of Custom Fields in Encompass®️ by ICE Mortgage Technology® 31:19

6M ago31:19

31:19

Think you know how to leverage Custom Fields in your Encompass® environment? Watch how we go through what the "CUST" fields are all about, how layering custom fields can be best used, using the values of multiple 1003 sets, and how to help ensure your fields are not hidden from color-challenged team members. This was a great meeting and let us know…

1
Underwriter Best Practices - Underwriting Like a Master in Encompass®️ by ICE Mortgage Technology® 31:22

6M ago31:22

31:22

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 sugges…

1
Mortgage Market Update - There was a mix of tricks and treats among last week’s labor sector, home price and Fed rate headlines - 11/6/2023 13:07

6M ago13:07

13:07

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 30, 2023, in Review: Lower Job Numbers Closer to Real Picture Private Payrolls Below Expectations “JOLT” Higher for Job Openings Continuing Jobless Claims Reach 6-Month High Is the Fed Done with Rate Hikes? Home Prices Hitting Highs 00:00 Introduction 0…

1
Best Practices of Milestones in Encompass®️ by ICE Mortgage Technology® 28:13

7M ago28:13

28:13

We 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 everything you need to know. We also showed why the Field Analyzer is the best tool for you to use to document and search all of your Encompass® settings.…

1
Loan Processor Best Practices - Processing Like a Master in Encompass®️ by ICE Mortgage Technology® 32:19

7M ago32:19

32:19

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 …

1
Mortgage Market Update - Big Rebound in New Home Sales and Third Quarter GDP Better Than Expected - 10/31/2023 11:51

7M ago11:51

11:51

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 23, 2023, in Review: Consumer inflation continued to inch lower in September, while signed contracts for new and existing homes were better than expected, showing resiliency in the housing market. Read on for last week’s headlines: Inflation Inching Low…

1
How we keep getting things done with a small team 8:22

7M ago8:22

8:22

2023 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 be far bigger than our effort. Think about dropping a pebble into a pond and what kind of ripple that would make. Your imagination is letting you see a…

1
Best Practices of User Groups in Encompass®️ by ICE Mortgage Technology® 29:57

7M ago29:57

29:57

We reviewed the top 5 "Best Practices" for leveraging User Groups in Encompass® by ICE Mortgage Technology™ to your advantage. Check out what we recommended against your own settings to see where you should make some changes. Have questions? - Post them in the community - https://mortgage.community 👉Click here to watch the full replay: www.Masterin…

1
Loan Officer Best Practices - Selling Like a Master in Encompass®️ by ICE Mortgage Technology® 30:18

7M ago30:18

30:18

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 easi…

1
Mortgage Market Update: Pressing Need for More Housing Inventory - Market Update 10/23/23 13:58

7M ago13:58

13:58

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 16, 2023, in Review: Tight housing inventory and elevated mortgage rates remain key headwinds for homebuyers and home builders. Plus, there was more Fed chatter about rates and the labor sector “WARNing” you need to know about. Here are the headlines: “…

1
New web-based Field Analyzer solution for searching throughout your Encompass® platform 11:05

7M ago11:05

11:05

You can finally see every field and every piece of code in your settings in the Encompass® platform by ICE Mortgage Technology™. For $200 per month, you can search through your entire Encompass® platform: Encompass Fields Business Rules Alerts Custom Fields Reports Pipeline Views Sync Templates Loan Duplication Templates Loan Program Templates Clos…

1
Best Practices of Personas in Encompass®️ by ICE Mortgage Technology® 30:26

7M ago30:26

30:26

If you wanted to know what the best practices were for the Persona setting in the Encompass® platform by ICE Mortgage Technology™, make sure you listen as we cover all the details. Also, be sure to watch until the end to get the first peak of the newly released field analyzer from Awesome Mortgage Technologies. There is literally nothing like it an…

1
How Do You Know You Have the Tech You Actually Need? 31:32

7M ago31:32

31:32

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 k…

1
Mortgage Market Updates: CPI, PPI, and Fed Members' Dissent - Market Update 10/16/23 12:56

7M ago12:56

12:56

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 9, 2023, in Review: Shelter and energy costs pushed consumer prices higher in September, but inflation has made significant progress lower since peaking last year – and some Fed members are taking notice. Here are last week’s headlines: Lodging, Energy …

1
Let’s Talk about Loan-Level Accounting 30:42

7M ago30:42

30:42

Check out what our special guest speaker, Amy Blum, had to say regarding Loan-Level Accounting and how they leverage their workflow to manage their files. Making sure you are tracking the money you are actually keeping is top priority for all businesses. Credit to Public Enemy vs. Benny Benassi for the introduction music! 👉Click here to watch the f…

1
23.3 First Feedback Experiences 31:32

7M ago31:32

31:32

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 …

1
Mortgage Market Updates: Job Growth, Private Payrolls, & More Record High Home Prices - Market Update 10/10/23 14:17

7M ago14:17

14:17

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 2, 2023 in Review: September brought a blowout job creation number from the Bureau of Labor Statistics, but is the labor sector as strong as that data suggests? Meanwhile, appreciation reports show that home prices are reaching new record highs. Here ar…

1
Protecting your Wires at Funding from Fraud 29:27

7M ago29:27

29:27

While there is no guaranteed way to prevent wire fraud to protect you and your borrowers, we discuss important methods, workflows, and third-party companies that can help. Listen to the conversation to find ideas and insights to help make changes to protect your company and your borrowers. Be sure to join our 23.3 Administrators Mastering Encompass…

1
Disclosure Tracking, Changed Circumstances, Re-Baselines in Encompass® 34:19

8M ago34:19

34:19

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 workflo…

1
Mortgage Market Updates: Inflation, Home Sales & Prices, Unemployment Claims - Market Update 10/2/23 12:45

8M ago12:45

12:45

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of September 25, 2023 in Review: Inflation continues to march lower while tight housing supply and elevated mortgage rates remain key influences on home sales and home prices. Here are last week’s stories: Inflation Makes Progress Lower Pending Home Sales Tumble i…

1
Reviewing the Admin Checklist for 23.3 32:00

8M ago32:00

32:00

We reviewed the entire 23.3 Encompass® Admin Checklist to get ready for the release on 10/07/2023. Check out all the details and 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). Be sure to watch the entire replay as we talked …

1
Encompass® on the Web Changes 23.3 30:25

8M ago30:25

30:25

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 …

1
Mortgage Market Updates: Will the Fed Prolong Higher Rates? Housing Inventory & Unemployment Updates - Market Update 9/25/2023 12:54

8M ago12:54

12:54

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of September 18, 2023 in Review: The Fed held its benchmark Fed Funds Rate steady, though there are signs that a higher for longer approach is ahead. Plus, elevated mortgage rates and tight inventory remain key factors impacting the housing market. Read on for las…

1
Reminder - Ice Mortgage Technology™ is Sunsetting of the Encompass® Web Center and Loan Center on 10/7/2023 6:02

8M ago6:02

6:02

Hey everybody, Larry Bailey here from Mortgage Workflow Partners Inc. Workflow Partners. I want to clarify the upcoming sunsetting of the Encompass® Web Center and Loan Center by Ice Mortgage Technology™ on October 7, 2023, in this video. I understand that the terminology can be confusing, so I'll explain what's happening and share free resources a…

1
Milestone Updates for 23.3 29:53

8M ago29:53

29:53

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 10/3/20…

1
Tables and Fees Updates for 23.3 34:07

8M ago34:07

34:07

❗Make sure to check out the new Admin Course from Larry Bailey: https://bit.ly/3rarrOt We covered all of the changes happening in 23.3 with the Tables and Fees setting in Encompass® on today's call. Also, huge thanks to our very own Amy Blum for screen sharing and offering her insights as to how the Batch Upload updates for TPO Connect 23.3 are goi…

1
Mortgage Market Updates: Consumer and Producer Inflation, Home Prices, Unemployment - Market Update 9-18-2023 15:19

8M ago15:19

15:19

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of September 11, 2023 in Review: Key inflation data was reported ahead of this week’s Fed meeting, while home prices continue to show signs of strength. Here are the latest stories: -What “Fueled” the Rise in Consumer Inflation? -Is the Rise in Wholesale Inflation…

1
Persona Updates for 23.3 30:33

8M ago30:33

30:33

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: Project Review for Condos Subscribing to Webhooks Ordering Pre-Closing Docs Proforma CDs Ordering Disclosures with MAVENT® Fails (Encompass® on the Web) Default Pipeline Views New Input Form Ac…

1
Admin Tools Update for 23.3 28:51

8M ago28:51

28:51

Thanks to everyone who came to today's community meeting. We reviewed all of the important updates to the Admin Tools for Encompass® version 23.3 coming to you on 10/7/2023. We reviewed the Settings Manager updates for eClose, a Best Practice for EDS printing your custom print forms, Enhanced Conditions, Allowing your Borrowers to order their HOI t…

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