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 December 7, 2023

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.

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

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!

2024 is certainly had a lot of peaks and valleys and I hope that yours had more peaks! We review what has happened and all of the innovations to be prepared for going into 2025 together as an admin community using Mastering Encompass® to motivate us all. Check out the question from one of the community members at the end to see if you can help them.

✔️ Want help with your Encompass® or workflow? Learn more and reach out to us at https://www.mortgageworkflowpartners.com/

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

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!

Closings on existing homes rebounded in October. And while we saw a pullback in new construction last month, home builders are feeling more positive about the future. Here are the top stories.

• Existing Home Sales Beat Estimates
• Home Builders Feeling Optimistic About the Future
• New Construction Eased in October
• Continuing Jobless Claims Top 1.9 Million
• Latest LEI Suggests “Challenges” Ahead
• Family Hack of the Week
• What to Look for This Week

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved.

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

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 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
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

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 31, 2023

Today was all about the Loan Processor and what I have found to help master the position in Encompass®. Leveraging Workflow Tasks, File Manager, Document Manager, Document Expirations, and Borrower Communications are all covered in this event. We would love to hear your feedback on what you think works best. Listen in on the whole event and let us know.

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

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 24, 2023

Check out how you can leverage so much more from the Encompass® platform by ICE Mortgage Technology™ in your sales process. We reviewed the Best Practices of file and conversation flow, how to use the Opportunities to create "Sandbox" options for Borrowers to choose. And check out how you can leverage click-to-dial in Encompass® to make it all easier to communicate as you need to. Keep bringing your great questions to every community meeting and let us know how this has helped your Sales Team.

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

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 August 1, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

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

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 June 16, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Here is what we covered at today's event:
Let’s Talk about the eFolder
1. Working with Conditions
2. Working with Documents in the File Manager and the Document Manager

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

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!

⭐Check out the Mastering Encompass® AI Helper here

For the very first time, you now have artificial intelligence helping you understand how to Master Encompass® even better! Check out our huge announcement that we know is already making impacts to help admin and users. You can use it for free during December. We look forward to your feedback.

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

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 June 13, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event. Here is what we covered at today's event:

Let’s Talk about Plug-Ins and Consumer Connect
1. What Are Plug-Ins Really Worth?
2. How Consumer Connect Can Make a Difference for You

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