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 September 10, 2023

Using Encompass®? 

You can update your Test environment to 23.3 now! (9-10-2023)

You will want to run 23.3 and 23.2.0.2 simultaneously on the same computer for testing and configurations. 

Click here to watch a short Youtube video showing how to set your PC up to run both versions simultaneously.

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 July 25, 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 March 15, 2023

We had a great time, and what a way to restart our monthly Encompass® Admins meetings. Here is a general review of the main topics, but watch or listen for the whole experience

• Experience 23 highlights
• Getting ready for 23.1
• In-Person Regional Meet-up in 2023
• Budgets for stuff you need
• Your Questions and Answers
• Finding Money for your Budgets (hint...it is inside your company)
• eClose and the experiences with borrowers, title companies, and attorneys
• Register for the Regional Event in your area here - https://www.mortgageworkflowpartners.com/regional-meet-ups
• Make sure ALL of your machines are running the 4.8 DotNet framework for the 23.1 Release - https://dotnet.microsoft.com/en-us/download/dotnet-framework/net48
• And a lot of other stuff that happens when you collaborate on calls...

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 November 21, 2023

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.

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 5, 2023

While there is no guaranteed way to prevent wire fraud to protect you and your borrowers, we discuss important methods, workflows, and third-party companies that can help. Listen to the conversation to find ideas and insights to help make changes to protect your company and your borrowers.

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 November 30, 2023

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: Mastering Encompass®

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 January 10, 2024

Uncover the true impact of plugins and automation within your Encompass® environment on your workflow's efficiency. Are you optimizing your workflow or letting technology dictate the pace? Join us as we delve into these critical questions and engage in lively community discussions, unraveling the intricate interplay between plugins, automation, and workflow integration. Discover the keys to achieving synergy and productivity like never before!

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:
1. Pipeline Views and Dashboards - How to master them
2. The Mastering Encompass® Community updates and what to expect
3. Every Plug-in you could ever need for $5.00 per closed loan plus $399.00 - Contact us now to learn more!

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 31, 2023

August 2023 was the first Annual Partner Appreciation Month, and we want to send out special thanks to everyone who helped make it possible.

First, thanks to the Mortgage Community. Without you, none of this matters. Next, in the order of appearance:

• Awesome Technologies - everything you want to exist in a plugin or technical solution, contact them at  [email protected] 
• Brett Ashbrook - thank you for sharing how you and your company are leveraging the Task-based Workflow in Encompass®
• The Big POS - when you want to look at a POS that works the way you think POS platforms should work, check them out here - https://www.thebigpos.com/
• Workflow by Mace Innovations - this is what you are looking for when you are tired of checklists and endless business rules just to get your team doing what they should be doing. Find out more here - https://maceinnovations.com/workflow/
• Lodestar are the Fee Experts - not just because that is their slogan, but because they can help you ensure that your fees are correct and in compliance. Stop the cures and at least check out their Free version now! - https://www.lodestarss.com/

Second, we cover using the Input Form Builder for the Encompass® desktop version in ways you may not have considered. Check it out!

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 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.