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Disclosure Tracking, Changed Circumstances, Re-Baselines in Encompass®
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 October 4, 2023
We reviewed how and when to use the Disclosure Tracking tool, how to leverage the Changed Circumstances setup and usage on the LE Page 1 and CD Page 1, and how all of this ties into the Fee Variance Worksheet tool. We also hear from a community member about how they implement and use their company's Fee-Level Changed Circumstance disclosure workflow.
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!
Recording from October 4, 2023
We reviewed how and when to use the Disclosure Tracking tool, how to leverage the Changed Circumstances setup and usage on the LE Page 1 and CD Page 1, and how all of this ties into the Fee Variance Worksheet tool. We also hear from a community member about how they implement and use their company's Fee-Level Changed Circumstance disclosure workflow.
Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.