Mastering Encompass®

Best Practices of Condition Management Settings in Encompass®


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Recording from December 12, 2023

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 Encompass® on Web settings to truly automate your conditions into your eFolder.

Larry Bailey - Your Community Advocate
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Mastering Encompass®By Larry Bailey