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Checking out your Personas, Organization/Users, Milestones, & User Groups
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!
Check out some best practices regarding how you manage your personas, user groups, as well as organizational structure of your user folders. Lastly, we go over milestone templates, and what you should never do with your loan template sets. Tune in to find out everything!
Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.
View all episodes
By Larry BaileyLet 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!
Check out some best practices regarding how you manage your personas, user groups, as well as organizational structure of your user folders. Lastly, we go over milestone templates, and what you should never do with your loan template sets. Tune in to find out everything!
Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.