1. The correct website to go to join is www.MasteringEncompass.com
  2. That idea of doing breakout sessions for Sales, Processing. Underwriting, Post-Closing, and Secondary at the Regional Encompass® Workshops is a good idea to get more people to come
  3. The Admin Checklist for Release Notes is a good reminder for what needs to be done with updates
  4. How to leverage the DateDiff function in Custom Loan Fields in Encomapss® to be able to compare two different date fields
  5. That you can request from ICE Mortgage Technology™ support team for them to turn on the "Rebuild Pipeline" setting to have your older loans show any new calculated custom fields with the calculated values
  6. If you have a 3rd party plugin to do batch updates, it may act as a substitute for the "Rebuild Pipeline" native feature
  7. Larry needs to send out better instructions to have people join meetings! 😝

Thanks for coming today Amy Blum, Katie Vogt and Kevin Metcalf

MasteringEncompass #workflowology #mortgage #technology #people

Mastering Encompass®️ with Mortgage Workflow Partners Inc. and Larry Bailey

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