Mastering Encompass® by Mortgage Workflow Partners Inc. (old)

Best Practices of Document Management Settings in Encompass®️ by ICE Mortgage Technology®

Larry Bailey

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 rules
  • Document Stacking Templates for eFolder and Shipping
  • Using the Protected Document workflow for Underwriting
  • How to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)
  • Off-Site storage of your documents

Make sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.

👉Click here to watch the full replay: www.MasteringEncompass.com

Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com

Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

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