Mastering Encompass®

Operations Management Best Practices - Manage Like a Master in Encompass®


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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.

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Mastering Encompass®By Larry Bailey