Los mejores podcasts de Encompass® (2025)

1
Getting Your Personas and User Groups Aligned With Your Company Properly 57:36

4d ago57:36

57:36

Let us know what questions you have. Give us feedback too. 🔗 Click here for the full video replay Discover how to align personas and user groups with your company’s workflows for smoother operations in Encompass. Learn why focusing on job functions, documenting workflows, and managing permissions effectively can transform your setup. Don’t miss the…

1
December Jobs: Big Gains, Hidden Weaknesses! 12:02

7d ago12:02

12:02

Let us know what questions you have. Give us feedback too. 📰 Click here to watch the full video ⭐️ Going to ICE X25? Come to our Warp-Up Event! Week of January 6, 2025 in Review Despite December’s strong headline job gains, which were well above forecasts, there are signs of weakness elsewhere in the labor sector. Home prices also continue to appre…

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How to Perform Proper Technology and Workflow Reviews 56:38

18d ago56:38

56:38

Let us know what questions you have. Give us feedback too. 🔗 Click here for the full video replay 2025 is all about turning conversations into actions. Our workshop series started this week and it was an absolute smash hit. Check out the replay for all the details of best practices surrounding workflow reviews and technology review reviews. Also ma…

1
Are Holiday Skews Hiding the Real Job Stats? 10:56

19d ago10:56

10:56

Let us know what questions you have. Give us feedback too. 📰 Click here to read the full article Week of December 30, 2024 in Review There were updates on Pending Home Sales, home price appreciation and unemployment claims during an otherwise quiet week where the markets were closed on Wednesday for New Year’s Day. Read on for these headlines and m…

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Big Changes for 2025: Workshops, NEW Community, and Tools! 27:15

21d ago27:15

27:15

Let us know what questions you have. Give us feedback too. ⭐Join us for live discussions & workshops in our NEW Mastering Encompass® community! - https://masteringencompass.com - Everyone is welcome and it is free to join. 👉 Visit our Linktree I’m excited to share the plans for Mastering Encompass® in 2025! We’re launching a brand-new community web…

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Fed Cuts Rates: What It Means for You 15:39

1M ago15:39

15:39

Let us know what questions you have. Give us feedback too. Week of December 16, 2024 in Review The Fed cut rates, though they pared back their forecasts for additional cuts next year. Inflation was cooler than forecasted, while existing home sales moved higher and builders feel more optimistic about sales next year. Read on for these top stories. F…

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Inflation Heats Up in November: Key Updates 7:54

1M ago7:54

7:54

Let us know what questions you have. Give us feedback too. Week of December 9, 2024 in Review Consumer and wholesale inflation moved higher in November, while the latest unemployment filings also surprised to the upside. Learn more in these top stories: - Annual Consumer Inflation Inches Upward - Wholesale Inflation Hotter Than Forecasted - Initial…

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Avoid Web Setup Mistakes: Build an 'Under Construction' Form for Encompass® 27:54

1M ago27:54

27:54

Let us know what questions you have. Give us feedback too. Want to know how to build an "Under Construction" web input form and why need to do it? Listen in for the details of the what, how, and why as we discuss the changes of adding the "Open Web View" button into Encompass® Desktop. Don't give your team a bad first impression if you have not set…

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Encompass® 24.3 Updates & 2025 Sneak Peek! 31:35

2M ago31:35

31:35

Let us know what questions you have. Give us feedback too. Could this be our last community event of 2024? Well, it certainly is the last major update of 2024, with Encompass moving to version 24.3. Check out our packed community meeting filled with insights, questions, and answers from the community to the community. Stay tuned for future announce…

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Jobs Report: Surprising Gains, Hidden Weakness 13:01

2M ago13:01

13:01

Let us know what questions you have. Give us feedback too. Week of December 2, 2024 in Review Despite strong headline job gains reported for November, there are signs of underlying weakness in the labor sector. Meanwhile, home prices continue to appreciate on an annual basis. Read on for these top stories and more. Strong Headline Jobs Report but U…

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Maximize Your Encompass® Experience: Web Settings & Workflow Tips 36:59

2M ago36:59

36:59

Let us know what questions you have. Give us feedback too. Even with my voice gone, the value just keeps coming from the community! Check out out the community talked about averaging Encompass® web settings to leverage their desktop experiences with notifications, schedulers, and workflow rules. Also be sure to join us for the Wrap Up event happeni…

1
We Don't Like Computers Here... 5:34

2M ago5:34

5:34

Let us know what questions you have. Give us feedback too. Recording from September 25, 2022 Thanks for listening. If you ever want to chat about the kind of help you need for your mortgage operation, please let us know. https://www.mortgageworkflowpartners.com/contact Larry Bailey - Your Community Advocate © 2025 Mortgage Workflow Partners Inc. Al…

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Underwriter Best Practices - Underwriting Like a Master in Encompass® 31:51

2M ago31:51

31:51

Let us know what questions you have. Give us feedback too. Recording from November 8, 2023 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 …

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Using Checklists Like It’s 1999 (Because That Is Where They Belong)! 31:02

2M ago31:02

31:02

Let us know what questions you have. Give us feedback too. Recording from July 13, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and…

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Task-Based Workflows on Encompass® Desktop & on the Web 30:53

2M ago30:53

30:53

Let us know what questions you have. Give us feedback too. Recording from July 18, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and…

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What's Driving Inflation and Housing Trends This Week? 12:30

2M ago12:30

12:30

Let us know what questions you have. Give us feedback too. Week of November 25, 2024 in Review There was a full plate of inflation, housing and economic data ahead of the Thanksgiving holiday. Read on for these top headlines. • Progress Stalls on Inflation • Hurricanes, Higher Rates Hurt New Home Sales • Pending Home Sales Beat Estimates • Home Pri…

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Quality Control Best Practices - QC Like a Master in Encompass® 31:24

2M ago31:24

31:24

Let us know what questions you have. Give us feedback too. Recording from November 21, 2023 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 t…

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Replay - Monthly Call for Encompass® Admins with Larry Bailey on 3/15/2023 1:03:43

2M ago1:03:43

1:03:43

Let us know what questions you have. Give us feedback too. Recording from March 15, 2023 We had a great time, and what a way to restart our monthly Encompass® Admins meetings. Here is a general review of the main topics, but watch or listen for the whole experience Experience 23 highlights Getting ready for 23.1 In-Person Regional Meet-up in 2023 B…

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Running Dual AUS (DU & LPA) on Encompass® on the Web 35:36

2M ago35:36

35:36

Let us know what questions you have. Give us feedback too. Recording from July 25, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and…

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Running Two Versions of Encompass® at the Same Time 4:33

2M ago4:33

4:33

Let us know what questions you have. Give us feedback too. Recording from September 10, 2023 Using Encompass®? You can update your Test environment to 23.3 now! (9-10-2023) You will want to run 23.3 and 23.2.0.2 simultaneously on the same computer for testing and configurations. Click here to watch a short Youtube video showing how to set your PC u…

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Protecting your Wires at Funding from Fraud 29:56

2M ago29:56

29:56

Let us know what questions you have. Give us feedback too. Recording from October 5, 2023 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 yo…

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Post-Closer Best Practices - Post-Close Like a Master in Encompass® 32:13

2M ago32:13

32:13

Let us know what questions you have. Give us feedback too. Recording from November 30, 2023 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 r…

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Plug-Ins, Automation, Workflow, and How They All Tie Together 30:36

2M ago30:36

30:36

Let us know what questions you have. Give us feedback too. Recording from January 10, 2024 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…

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Pipeline Views and Dashboards 33:11

2M ago33:11

33:11

Let us know what questions you have. Give us feedback too. Recording from June 13, 2023 Larry 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: 1. Pipeline Views and Dashboards - How to master them 2. Th…

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Operations Management Best Practices - Manage Like a Master in Encompass® 31:34

2M ago31:34

31:34

Let us know what questions you have. Give us feedback too. Recording from December 7, 2023 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 ($6…

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Partner Appreciation Month - Re-Cap of Partners and Input Form Builder Info 31:48

2M ago31:48

31:48

Let us know what questions you have. Give us feedback too. Recording from August 31, 2023 August 2023 was the first Annual Partner Appreciation Month, and we want to send out special thanks to everyone who helped make it possible. First, thanks to the Mortgage Community. Without you, none of this matters. Next, in the order of appearance: Awesome T…

1
2024 Wins & 2025 Goals: Building Admin Success Together 31:18

2M ago31:18

31:18

Let us know what questions you have. Give us feedback too. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and it is free to join. 2024 is certainly had a lot of peaks and valleys and I hope that yours had more peaks! We review what has happened and all of the innovations to be prepared for going in…

1
Home Sales Rebound: Is Builder Optimism Rising? 10:27

2M ago10:27

10:27

Let us know what questions you have. Give us feedback too. Closings on existing homes rebounded in October. And while we saw a pullback in new construction last month, home builders are feeling more positive about the future. Here are the top stories. Existing Home Sales Beat Estimates Home Builders Feeling Optimistic About the Future New Construct…

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Introducing Mastering Encompass® AI Helper: Free Access Now! 23:59

2M ago23:59

23:59

Let us know what questions you have. Give us feedback too. ⭐Check out the Mastering Encompass® AI Helper here For the very first time, you now have artificial intelligence helping you understand how to Master Encompass® even better! Check out our huge announcement that we know is already making impacts to help admin and users. You can use it for fr…

1
Let’s Talk about the eFolder 29:06

2M ago29:06

29:06

Let us know what questions you have. Give us feedback too. Recording from June 16, 2023 Larry 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: Let’s Talk about the eFolder 1. Working with Conditions 2. …

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Loan Officer Advantages with Encompass® on the Web 30:52

2M ago30:52

30:52

Let us know what questions you have. Give us feedback too. Recording from August 1, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome an…

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Mastering Encompass® Live - Admin Checklist, Community Updates and more 34:10

2M ago34:10

34:10

Let us know what questions you have. Give us feedback too. Recording from June 1, 2023 1. The correct website to go to join is www.MasteringEncompass.com 2. That idea of doing breakout sessions for Sales, Processing. Underwriting, Post-Closing, and Secondary at the Regional Encompass® Workshops is a good idea to get more people to come 3. The Admin…

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Loan Processor Best Practices - Processing Like a Master in Encompass® 32:48

2M ago32:48

32:48

Let us know what questions you have. Give us feedback too. Recording from October 31, 2023 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 t…

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Loan Officer Best Practices - Selling Like a Master in Encompass® 30:47

2M ago30:47

30:47

Let us know what questions you have. Give us feedback too. Recording from October 24, 2023 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…

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Let’s Talk about Plug-Ins and Consumer Connect 33:14

2M ago33:14

33:14

Let us know what questions you have. Give us feedback too. Recording from June 13, 2023 Larry 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: Let’s Talk about Plug-Ins and Consumer Connect 1. What Are …

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How to Use the Role Access to Documents Business Rule Correctly 31:47

2M ago31:47

31:47

Let us know what questions you have. Give us feedback too. Recording from July 11, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and…

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Get Ahead of Workflow Updates Without the Stress! 30:43

2M ago30:43

30:43

Let us know what questions you have. Give us feedback too. 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 updates—tune in now! ⭐Join us for live discussions …

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How We Keep Getting Things Done With a Small Team 8:51

2M ago8:51

8:51

Let us know what questions you have. Give us feedback too. Recording from October 28, 2023 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…

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Input Form Builder on Encompass® on the Web 32:08

2M ago32:08

32:08

Let us know what questions you have. Give us feedback too. Recording from July 27, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and…

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Let’s Talk about Loan-Level Accounting 31:11

2M ago31:11

31:11

Let us know what questions you have. Give us feedback too. Recording from October 12, 2023 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. Cred…

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How Do You Know You Have the Tech You Actually Need? 32:01

2M ago32:01

32:01

Let us know what questions you have. Give us feedback too. Recording from October 18, 2023 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…

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Enhanced Conditions on Encompass® Desktop & on the Web 38:25

2M ago38:25

38:25

Let us know what questions you have. Give us feedback too. Recording from July 20, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and…

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Executive / Ownership Best Practices - Run Your Company Like a Master in Encompass® 29:42

2M ago29:42

29:42

Let us know what questions you have. Give us feedback too. Recording from December 14, 2023 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.…

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Exploring All Native Encompass® Tools for Sales and Operations Teams 32:20

2M ago32:20

32:20

Let us know what questions you have. Give us feedback too. Recording from June 29, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and…

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Getting Ahead with Encompass® on the Web 30:47

2M ago30:47

30:47

Let us know what questions you have. Give us feedback too. Recording from August 3, 2023 Larry 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. ⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome an…

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Part 1 - What’s New in Encompass® Web 24.3? Release Notes Preview 28:56

2M ago28:56

28:56

Let us know what questions you have. Give us feedback too. 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. Here is part one. Larry Bailey - Your Communit…

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Part 2 - What’s New in Encompass® Web 24.3? Release Notes Preview 16:17

2M ago16:17

16:17

Let us know what questions you have. Give us feedback too. 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. Here is part two. Larry Bailey - Your Communit…

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Will Fed Rate Cuts Follow October's Inflation Spike? 8:14

2M ago8:14

8:14

Let us know what questions you have. Give us feedback too. Market News 11/18/24 Week of November 11, 2024 in Review Annual 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. Consumer Inflation Moves Higher Wholesale Inflation Hotter Than Exp…

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Encompass® 24.3 Desktop: Fixes You Need to Know 20:08

2M ago20:08

20:08

Let us know what questions you have. Give us feedback too. 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 December 7, 2024. Make sure you know what to do, especially based on the recommendations…

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Feature Enhancements in Encompass® Version 24.3 Desktop - Must-See! 37:52

2M ago37:52

37:52

Let us know what questions you have. Give us feedback too. 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®️ web from your desktop. Check out all of the critical observations I’ve made to try to hel…

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