We had another great conversation about custom print forms. Here’s what we talked about:<ul><li>Merge Field Code</li><li>Example Pre-Application Worksheets (with and without Merge Field Code)</li><li>Custom Fields and their implications</li><li>Margins > .50"</li><li>User Groups</li><li>Previewing - Old doc Viewer vs. New Doc Viewer</li><li>Maintenance</li><li>Esignatures</li><li>Automation</li></ul>👉Click here to watch the full replay: <a href='http://www.masteringencompass.com/'>www.MasteringEncompass.com</a>Mortgage Workflow Partners Inc. <a href='tel:18885227181'>888-522-7181</a> <a href='mailto:info@WorkflowPartnersTech.com'>info@MortgageWorkflowPartners.com</a> Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We had another great conversation about custom print forms. Here’s what we talked about:Merge Field CodeExample Pre-Application Worksheets (with and without Merge Field Code)Custom Fields and their implicationsMargins > .50"User GroupsPreviewing - Old doc Viewer vs. New Doc ViewerMaintenanceEsignaturesAutomation👉Click here to watch the full replay: www.MasteringEncompass.com Mortgage Workflow Partners Inc. 888-522-7181 info@MortgageWorkflowPartners.com Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We had another great conversation about custom print forms. Here’s what we talked about:<ul><li>Merge Field Code</li><li>Example Pre-Application Worksheets (with and without Merge Field Code)</li><li>Custom Fields and their implications</li><li>Margins &gt; .50"</li><li>User Groups</li><li>Previewing - Old doc Viewer vs. New Doc Viewer</li><li>Maintenance</li><li>Esignatures</li><li>Automation</li></ul>👉Click here to watch the full replay: <a href="http://www.masteringencompass.com/" rel="noopener noreferrer">www.MasteringEncompass.com</a>Mortgage Workflow Partners Inc. <a href="tel:18885227181" rel="noopener noreferrer">888-522-7181</a> <a href="mailto:info@WorkflowPartnersTech.com" rel="noopener noreferrer">info@MortgageWorkflowPartners.com</a> Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Best Practices of Custom Print Forms in Encompass®️ by ICE Mortgage Technology®

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 -&nbsp; 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.&nbsp; 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.&nbsp; 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&amp; Admin Support - Temporary Buydown Support in Encompass® - Encompass® Review &amp; Support – Hands-on-Keyboard-&nbsp; - 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.&nbsp; When we work with you, we discover what kind of company you are today and what kind of company you are working to become.&nbsp; 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.

Education

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.

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Best Practices of Custom Print Forms in Encompass®️ by ICE Mortgage Technology®

Best Practices of Custom Print Forms in Encompass®️ by ICE Mortgage Technology®