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Mastering Encompass® Web Tools: How to Use Them in Desktop
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!
You need to know how to leverage the best tools within Encompass® Web to make your Encompass® Desktop perform at its best for your company and each team member. Listen in as we discuss using the scheduler, notification templates, Investor Connect®, card-based workflows, and Opportunities for Sales. We also cover using workflow rules to automate role assignments, enhanced conditions, services, and sending initial disclosures.
Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.
View all episodes
By Larry BaileyLet 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!
You need to know how to leverage the best tools within Encompass® Web to make your Encompass® Desktop perform at its best for your company and each team member. Listen in as we discuss using the scheduler, notification templates, Investor Connect®, card-based workflows, and Opportunities for Sales. We also cover using workflow rules to automate role assignments, enhanced conditions, services, and sending initial disclosures.
Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.