Mastering Encompass® by Mortgage Workflow Partners Inc. (old)
This podcast is just one of the places to find out more about how to master the Encompass® Platform. Be sure to visit our entire community and all of the resources you will find there - www.MasteringEncompass.com Here is a brief description of who we are and what we do: We review and improve your workflow, technology, and how you leverage the Encompass® platform. Our mission is to improve your company. We focus on your workflow before your technology. Our purpose is to help as many people and companies as possible. We have service offerings for individuals and all companies, regardless of size or budget. We share our knowledge and skills with you to ensure your success. Below are just some of our services. Reach out to us at 888-522-7181 or info@MortgageWorkflowPartners.com - Implement or Re-Implement Encompass® - Do you know what your team is really doing? - Sometimes, you just need another set of hands… - Encompass® Admin Partner - Encompass® Health Check - Encompass® User& Admin Support - Temporary Buydown Support in Encompass® - Encompass® Review & Support – Hands-on-Keyboard- - Workflow and Technology Review with Recommendations - Leverage the Task-based workflow in Encompass® Mortgage Workflow Partners Inc. was created to help all companies, regardless of size. When we work with you, we discover what kind of company you are today and what kind of company you are working to become. We will help you with guidance and insight and help make sure the work gets done. We are not a large company by personnel count, but we make an enormous positive impact on all of our clients. We believe that we must partner with you in every meaning of the word. We do not stay on the surface, just listening to what you tell us you need; we dig deeper into why you feel you need it and what you truly are trying to accomplish. We understand you cannot know what you do not know…but we do. We have been in mortgage banking since 1993 and have seen technology change year after year. We know what works and what is just another “shiny object” trying to steal your time and money. Let us help you with your current or next project; you will see the difference before the first meeting. We take our clients' success personally, so we call our clients “partners”. We succeed and fail alongside each other. We learn from mistakes made in the past to make the next decisions that much better. We know how and when to pivot before most others, which remains an invaluable resource for everyone we work with. We know we can make a difference because we already have for many others. What can we do to help you now? As needed, we can jump into any existing project with skill, expertise, knowledge sharing, and leadership. We can put our hands on keyboards to get the work done or skillfully instruct others on what to do in the proper sequence to get work done. Our list of industry references is extensive, so let us know if you want to talk to someone in your situation; we have already helped. We are confident we can make a positive difference for you and your company’s future. If you want to see what we are publicly promoting, check out our company activity on LinkedIn here Mortgage Workflow Partners is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program © 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Episodes
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 workflow integration. Discover the keys to achieving synergy and productivity l...
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 Appears
- Private Sector Job Growth Beats Expectations
- Job Openings Hit 2...
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 happen. We walked through all of these and also covered the top 4 changes you need to ma...
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 Prices Continue Higher
- Continuing Unemployment Claims Near 2-year High
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
- Existing Home Sales End 5-month Skid
- New Home Sales Plunge to Lowest Le...
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
- Continued Progress on Consumer Inflation
- Wholesale Inflation Also Cooled
- R...
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 keep track of the loan-level accounting and why each is important. We also had a discu...
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 leveraging the native function of the Workflow Engine which is found in the...
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 Highs
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, while also bringing in best practices and customizations to optimize your workflow....
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. Also, be ready to continue to leverage everything Encompass® on the Web has to offer, es...
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 d...
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 Lower
- Pending Home Sales Plunge in October
- What the Media Misunderstands...
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.Community
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartn...
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 comparing how your Encompass® is configured.
👉Click here to watch the full...
Mortgage Market Update - Existing Home Sales, Jobless Claims, and a Recession Indicator - 11/27/2023
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 Ahead for Housing Inventory?
- Weekly Jobless Claims Decline More Than ...
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 QC team is the only group to clear those QC conditions
- Build and use a QC Comparison cu...
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:
- Easing Consumer Inflation a Welcome Sign
- Huge Progress in Wholesale In...
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 full replay: www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-...
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 ...
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