Mastering Encompass®

Mastering Encompass® Live - Admin Checklist, Community Updates and more


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Recording from June 1, 2023

1. The correct website to go to join is www.MasteringEncompass.com
2. That idea of doing breakout sessions for Sales, Processing. Underwriting, Post-Closing, and Secondary at the Regional Encompass® Workshops is a good idea to get more people to come
3. The Admin Checklist for Release Notes is a good reminder for what needs to be done with updates
4. How to leverage the DateDiff function in Custom Loan Fields in Encomapss® to be able to compare two different date fields
5. That you can request from ICE Mortgage Technology™ support team for them to turn on the "Rebuild Pipeline" setting to have your older loans show any new calculated custom fields with the calculated values
6. If you have a 3rd party plugin to do batch updates, it may act as a substitute for the "Rebuild Pipeline" native feature
7. Larry needs to send out better instructions to have people join meetings! 😝

Larry Bailey - Your Community Advocate
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Mastering Encompass®By Larry Bailey