Mastering Encompass®

Getting Your Personas and User Groups Aligned With Your Company Properly


Listen Later

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!

Discover how to align personas and user groups with your company’s workflows for smoother operations in Encompass. Learn why focusing on job functions, documenting workflows, and managing permissions effectively can transform your setup. Don’t miss these actionable tips and best practices.

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

...more
View all episodesView all episodes
Download on the App Store

Mastering Encompass®By Larry Bailey