Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from December 5, 2023

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.

Larry Bailey - Your Community Advocate
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