Best Practices of Document Management Settings in Encompass®️ by ICE Mortgage Technology®
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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 that is connected to Encompass Partner Connect (EPC)
- Off-Site storage of your documents
Make sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.
👉Click here to watch the full replay: www.MasteringEncompass.com
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113 episodios