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Mastering Encompass® by Mortgage Workflow Partners Inc. (old)
This podcast is just one of the places to find out more about how to master the Encompass® Platform. Be sure to visit our entire community and all of the resources you will find there - www.MasteringEncompass.com
Here is a brief description of who we are and what we do:
We review and improve your workflow, technology, and how you leverage the Encompass® platform.
Our mission is to improve your company.
We focus on your workflow before your technology.
Our purpose is to help as many people and companies as possible.
We have service offerings for individuals and all companies, regardless of size or budget.
We share our knowledge and skills with you to ensure your success.
Below are just some of our services.
Reach out to us at 888-522-7181 or info@MortgageWorkflowPartners.com
- Implement or Re-Implement Encompass®
- Do you know what your team is really doing?
- Sometimes, you just need another set of hands…
- Encompass® Admin Partner
- Encompass® Health Check
- Encompass® User& Admin Support
- Temporary Buydown Support in Encompass®
- Encompass® Review & Support – Hands-on-Keyboard-
- Workflow and Technology Review with Recommendations
- Leverage the Task-based workflow in Encompass®
Mortgage Workflow Partners Inc. was created to help all companies, regardless of size.
When we work with you, we discover what kind of company you are today and what kind of company you are working to become.
We will help you with guidance and insight and help make sure the work gets done.
We are not a large company by personnel count, but we make an enormous positive impact on all of our clients. We believe that we must partner with you in every meaning of the word. We do not stay on the surface, just listening to what you tell us you need; we dig deeper into why you feel you need it and what you truly are trying to accomplish. We understand you cannot know what you do not know…but we do. We have been in mortgage banking since 1993 and have seen technology change year after year. We know what works and what is just another “shiny object” trying to steal your time and money.
Let us help you with your current or next project; you will see the difference before the first meeting. We take our clients' success personally, so we call our clients “partners”. We succeed and fail alongside each other. We learn from mistakes made in the past to make the next decisions that much better. We know how and when to pivot before most others, which remains an invaluable resource for everyone we work with.
We know we can make a difference because we already have for many others. What can we do to help you now? As needed, we can jump into any existing project with skill, expertise, knowledge sharing, and leadership. We can put our hands on keyboards to get the work done or skillfully instruct others on what to do in the proper sequence to get work done.
Our list of industry references is extensive, so let us know if you want to talk to someone in your situation; we have already helped. We are confident we can make a positive difference for you and your company’s future.
If you want to see what we are publicly promoting, check out our company activity on LinkedIn here
Mortgage Workflow Partners is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Episodes
113 episodes
Plug-Ins, Automation, Workflow, and How They All Tie Together
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 e...
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Mortgage Market Update - Job Openings Hit 2-year Low, Private Sector Job Growth, Unemployment, & Rate Cuts - 1/8/2024
Hey everyone, it's Larry Bailey. This is for the Week of January 1, 2024, in Review:Job growth beat expectations in December, but is the labor sector as strong as the headlines imply? Plus, the minutes from the Fed’s last meeting...
Starting 2024 with a BANG - Important Topics to Focus On
We will continue to meet on Tuesdays at 4:00 PM ET for all of our live events. Make sure to join us! We started off 2024 and our Mastering Encompass® weekly event series with a BANG. That stands for: BUSINESSES will continue to pivot. You need ...
Mortgage Market Update - Home Sales, Home Prices, and Continuing Unemployment - 1/2/2024
Hey everyone, it's Larry Bailey. This is for the Week of December 25, 2023, in Review:After the markets were closed Monday for Christmas, the latest housing reports showed there’s broad-based home price appreciation around the co...
Mortgage Market Update - Inflation Inching Closer to 2% Target, Jobless Claims, & Improving Housing Conditions - 12/26/2023
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 18, 2023, in Review:The Fed’s favored inflation measure continues to move lower toward its 2% target while falling mortgage rates b...
Mortgage Market Update - Rate Cuts Are Ahead, Consumer Inflation, Wholesale Inflation, & Initial Jobless Claims at 2-Month Low - 12/18/2023
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 11, 2023, in Review:The Fed left rates unchanged at their meeting last week. This followed news that inflation at both the consumer...
Executive / Ownership Best Practices - Run Your Company Like a Master in Encompass®️ by ICE Mortgage Technology®
Today was out last live Community event of 2023 and we went out talking about a great topic. If you were wondering what other companies are doing to keep their eyes on the most critical information as owners or executives, you need to listen to...
Best Practices of Condition Management Settings in Encompass®️ by ICE Mortgage Technology®
In our meeting about the Best Practices of Condition Management Settings, we talked about leveraging the "Fulfilled" methodology to notify the Underwriter which conditions to review, the differences between standard and enhanced conditions and ...
Mortgage Market Update - Home Prices Hitting Highs, BLS Jobs Report, Private Payrolls, & Job Openings Lower - 12/11/2023
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 4, 2023, in Review:The latest labor sector data showed mixed results, while home prices increased. Here are the highlights:...
Larry Bailey has joined Awesome Technologies Inc. as a Co-owner and as Chief Revenue Officer
Hi everyone, Larry Bailey here with a very important message. Today, December 11th, 2023, I am excited to announce that I have joined Awesome Technologies, Inc. as a co-owner and will be leading the leadership team as the Chief Revenue Officer....
Operations Management Best Practices - Manage Like a Master in Encompass®️ by ICE Mortgage Technology®
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
Best Practices of Document Management Settings in Encompass®️ by ICE Mortgage Technology®
We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed:Role Access to Documents business rulesDocument Stacking Temp...
Mortgage Market Update - Inflation Inching Lower, Pending Home Sales Plunge, & Jobless Claims - 12/4/2023
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 27, 2023, in Review:There was welcome news for consumers as inflation continued to inch lower in October. Plus, tight housing inven...
Post-Closer Best Practices - Post-Close Like a Master in Encompass®️ by ICE Mortgage Technology®
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...
Best Practices of Disclosure Tracking Settings in Encompass®️ by ICE Mortgage Technology®
We had a great discussion surrounding how to use the Disclosure Tracking tool and configure its settings for the best possible outcome. We heard from a lot of the community on the call about the Additional Dates part of the tool too. Make sure ...
Mortgage Market Update - Existing Home Sales, Jobless Claims, and a Recession Indicator - 11/27/2023
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 20, 2023, in Review:It was a quiet week ahead of the Thanksgiving holiday, but the markets gobbled up the latest news on Existing H...
Quality Control Best Practices - QC Like a Master in Encompass®️ by ICE Mortgage Technology®
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<...
Mortgage Market Update - Inflation Cools, Home Building Ticks Up, the latest Retail Sales and Unemployment Data - 11/20/23
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 13, 2023, in Review:Inflation continued to cool in October, while we saw an uptick in construction despite dampening homebuilder co...
Best Practices of Custom Print Forms in Encompass®️ by ICE Mortgage Technology®
We had another great conversation about custom print forms. Here’s what we talked about:Merge Field CodeExample Pre-Application Worksheets (with and without Merge Field Code)Custom Fields and their implications
Closer Best Practices - Closing Like a Master in Encompass®️ by ICE Mortgage Technology®
Are you a Closer, or do you work with a Closer? This was the event for you. We covered how to close like a master on the Encompass® platform. Automate your closing conditionsDiscover how a closing comparison form can h...
Mortgage Market Update - Home Prices Hitting New Highs & What Important Recession Indicators Are Saying - 11/13/23
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 6, 2023, in Review:Home Prices Continue to Hit New HighsContinuing Jobless Claims Increase for Seventh Straigh...
Best Practices of Custom Fields in Encompass®️ by ICE Mortgage Technology®
Think you know how to leverage Custom Fields in your Encompass® environment? Watch how we go through what the "CUST" fields are all about, how layering custom fields can be best used, using the values of multiple 1003 sets, and how to help ensu...
Underwriter Best Practices - Underwriting Like a Master in Encompass®️ by ICE Mortgage Technology®
We had a great time talking about everything Underwriting today. We covered how to use an Underwriter Comparison form, truly Automated Enhanced Conditions, the best ways to use the File and Document Manager, and also how to leverage a floating ...
Mortgage Market Update - There was a mix of tricks and treats among last week’s labor sector, home price and Fed rate headlines - 11/6/2023
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 30, 2023, in Review:Lower Job Numbers Closer to Real PicturePrivate Payrolls Below Expectations“JOLT” ...
Best Practices of Milestones in Encompass®️ by ICE Mortgage Technology®
We had a great discussion about milestones, milestone templates, what manual mode means and how that undermines all of your milestone template code complexly. Watch the entire episode to find out everything you need to know. We also showed why ...