We just went over some great topics to think about when focusing on Operations Management Best Practices. Leverage your pipeline views and dashboards, but be sure to also consider using data visualizers like the Bullseye Platform from Awesome Technologies ($600 for the whole company regardless of users) to help you see what is really happening. Also, be ready to continue to leverage everything Encompass® on the Web has to offer, especially EPC and Investor Connect. Join the Encompass® Journey to the Web to find out more at Mortgtage.Community.
Whatever you do, make sure you are documenting your workflow to find ways to make or save money, because workflow always comes before technology.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

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.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 27, 2023, in Review:

There was welcome news for consumers as inflation continued to inch lower in October. Plus, tight housing inventory is still hindering contract signings and boosting home values. Here are last week’s headlines:

• Inflation Inching Lower
• Pending Home Sales Plunge in October
• What the Media Misunderstands About New Home Sales
• Home Values Still Standing Strong
• Continuing Jobless Claims Hit 2-Year High

00:00 Introduction and Thank You
01:31 Inflation Update
02:40 Pending Home Sales
03:44 Federal Reserve's Rate Hike
04:38 New Home Sales
06:35 Home Price Index
09:42 Labor Market Update
10:04 Family Hack of the Week
11:09 Upcoming Housing and Labor Reports
11:59 Closing Remarks

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Who knew there so many people who were using Dashboards for Post-Closing teams. Today we talked about how to post-close in Encompass® like a master. From leveraging the Shipping Detail, Collateral Tracking, Condition and Document Management, as well as the robust discussion on hybrid e-close, you will want to watch the whole replay at: Mortgage.Community

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We had a great discussion surrounding how to use the Disclosure Tracking tool and configure its settings for the best possible outcome. We heard from a lot of the community on the call about the Additional Dates part of the tool too. Make sure to listen to the entire replay to find out what you missed, or to replay what you need to hear again while comparing how your Encompass® is configured.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 20, 2023, in Review:

It was a quiet week ahead of the Thanksgiving holiday, but the markets gobbled up the latest news on Existing Home Sales and Jobless Claims. Plus, find out what a key recession indicator is signaling. Here are the highlights:

• Hope Ahead for Housing Inventory?
• Weekly Jobless Claims Decline More Than Expected
• What an Important Recession Indicator Is Saying

00:00 Introduction
00:26 Encompass Platform Update
00:49 Existing Home Sales
01:27 Jobless Claims
05:03 Recession Indicator

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Whoever says Quality Control is not the heartbeat of the organization obviously needs to listen to this replay. On this episode, we covered:

• Reviewing the new space on Mortgage.Community for your Encompass® - Journey to the Web
• Using Document Protection in the eFolder
• Leveraging outside platforms like ACES
• Using Enhanced Conditions to ensure your QC team is the only group to clear those QC conditions
• Build and use a QC Comparison custom input form
• Managing files that are pulled for QC review - Pre-closing and Post-closing
• Compiling and tracking Post-closing conditions into changes for your Encompass® platform
• Wishing everyone a Happy Thanksgiving

Don't miss our next episode next week! - It is so much better when you come to the live show for all of your questions and conversations.

👉Click here to watch: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 13, 2023, in Review:

Inflation continued to cool in October, while we saw an uptick in construction despite dampening homebuilder confidence. Plus, the latest Retail Sales and Jobless Claims suggest a slowing economy. Here are last week’s headlines: 

• Easing Consumer Inflation a Welcome Sign
• Huge Progress in Wholesale Inflation 
• Are “Better Building Conditions” Ahead?
• Housing Starts Rise but More Supply Is Needed
• Retail Sales Suggest a Slowdown
• Continuing Jobless Claims Hit a Two-Year High

00:00 Introduction
00:22 Encompass Journey to the Web
01:08 2023 in Review
02:07 Continuing Jobless Claims
03:10 Progress in Wholesale Inflation
04:57 Housing Market Update

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

We had another great conversation about custom print forms. Here’s what we talked about:

• Merge Field Code
• Example Pre-Application Worksheets (with and without Merge Field Code)
• Custom Fields and their implications
• Margins > .50"
• User Groups
• Previewing - Old doc Viewer vs. New Doc Viewer
• Maintenance
• Esignatures
• Automation

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

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

❗Come each Tuesday at 4 PM ET and Thursday at 1 PM ET to join us live, or click here to watch the replay: www.MasteringEncompass.com 

Mortgage Workflow Partners Inc.
888-522-7181
[email protected]

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.