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 November 14, 2023

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 either
• Keep your Roles and 3rd Parties straight to ensure delivery of your closing packages
• Proforma CD - You BETTER be using this!
• Pre-Closing vs. Closing Docs and how the Persona updates in the Encompass® 23.3 update changed everything

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.