Workflowology: Recent Episodes
Larry Bailey
Mortgage Workflow and Technology Experts since 1993We will discuss, design and implement “Best Practice” workflows for your mortgage operation and company.We discover, review and implement the best technologies available and appropriate for your workflow.We will train your team as needed regardless of size from 1 to 100,000+ across the world.We are with you every step of the way to ensure your complete success. ~~Workflow always comes before Technology~~Mortgage Workflow Partners, Inc. is not directly or formerly affiliated with, nor owned in any part by ICE Mortgage Technology™ (Encompass®) and does not claim any rights to any trademarks or copyrights of its images, products or services.
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 engage in lively community discussions, unraveling the intricate interplay between plugins, automation, and workflow integration. Discover the keys to achieving synergy and productivity like never before!
👉Click here to watch the full replay: Mortgage.Community
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 suggest rate cuts are ahead, though the timing remains unclear. Here are the highlights:
- Job Growth Less Rosy Than It Appears
- Private Sector Job Growth Beats Expectations
- Job Openings Hit 2-year Low
- Unemployment Filings Likely Impacted by Holidays
- Fed Minutes Suggest Rate Cuts Likely
00:00 Introduction
00:58 Job Growth
03:28 Private Sector Job Growth
06:05 Fed Minutes
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 to have the ABILITY to pivot. NOTHING is off the table. You must document your GOALS to make sure they happen. We walked through all of these and also covered the top 4 changes you need to make in your Encompass® platform this year. See the Linkedin Post here - https://www.linkedin.com/feed/update/urn:li:activity:7146283008403140608
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 country while sales are expected to pick up this year. Here are the highlights:
- Home Sales “Will Improve in 2024”
- Home Prices Continue Higher
- Continuing Unemployment Claims Near 2-year High
00:00 Introduction
01:13 Platform Support
01:47 Pending Home Sales
03:05 Lockbox Openings
03:26 Affordability and Lower Rates
05:27 Home Prices
08:33 Continuing Unemployment Claims
09:19 National Soup Month
10:40 What to Look for This Week
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 boosted existing home sales and new construction. Don’t miss these stories:
- Inflation Inching Closer to Fed’s 2% Target
- Existing Home Sales End 5-month Skid
- New Home Sales Plunge to Lowest Level in a Year
- “Improving Housing Conditions” in 2024
- Housing Starts Hit 6-Month High
- Initial Jobless Claims at 2-Month Low
00:00 Introduction
01:01 Inflation inching closer to Fed's 2% target
02:56 Benchmark Fed funds rate and rate hikes
04:32 Existing home sales update
06:08 New home sales and low inventory
08:16 Home builder sentiment
10:17 Housing starts and construction update
13:03 Demand vs. supply in the housing market
14:07 Holiday recipe bonus
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 and wholesale levels continued to cool in November. Here are the headlines:
- Fed Pivots, Signals Rate Cuts Are Ahead
- Continued Progress on Consumer Inflation
- Wholesale Inflation Also Cooled
- Retail Sales Stronger Than Expected
- Initial Jobless Claims at 2-Month Low
00:00 Introduction
00:37 Newsletter Overview
01:20 Podcast Replay
01:44 Fed Funds Rate Decision
02:19 Fed Chair's Press Conference
02:45 Dot Plot Forecast
03:08 Consumer Inflation Update
04:07 Wholesale Inflation Update
05:00 Stronger Than Expected Retail Sales
05:48 Initial Jobless Claims Update
06:40 Family Hack: Pancake Recipe
07:38 Upcoming Housing Data
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 this episode. We covered how to find and review loan production data from operations, as well as how to keep track of the loan-level accounting and why each is important. We also had a discussion about how the Bullseye platform is a great alternative to the Power Bi platform for all of your data visualization needs.
👉Check out the full episode for all of the details: 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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 why it matters, and also about how to maximize your post-closing condition experience. We also focused on leveraging the native function of the Workflow Engine which is found in the Encompass® on Web settings to truly automate your conditions into your eFolder.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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:
- BLS Jobs Report Not What We Wanted
- Private Payrolls Below Expectations
- Job Openings Lower
- Jobless Claims
- Home Prices Hitting Highs
00:00 Introduction
00:48 BLS Job Report
01:21 Job Openings
03:40 Jobless Claims
05:52 Home Prices
07:44 Hack of the Week
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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. This means that I will continue working with clients like you to leverage the best technologies available, while also bringing in best practices and customizations to optimize your workflow. To learn more, please watch the video.
Check out https://www.atihelps.com/ for the best summary of what we are doing at Awesome Technologies.
Larry Bailey
Chief Revenue Officer & Co-Owner
Awesome Technologies, Inc.
4400 State Highway 121 Suite 324, Lewisville, TX 75056
Direct/Mobile: (972) 590-8919
Office: (972) 474-3919 ext 105
Click to schedule a meeting
Click to Join the Mortgage Community
www.awesometechinc.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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 inventory is still hindering contract signings and boosting home values. Here are last week’s headlines:
- Inflation Inching Lower
- Pending Home Sales Plunge in October
- What the Media Misunderstands About New Home Sales
- Home Values Still Standing Strong
- Continuing Jobless Claims Hit 2-Year High
00:00 Introduction and Thank You
01:31 Inflation Update
02:40 Pending Home Sales
03:44 Federal Reserve's Rate Hike
04:38 New Home Sales
06:35 Home Price Index
09:42 Labor Market Update
10:04 Family Hack of the Week
11:09 Upcoming Housing and Labor Reports
11:59 Closing Remarks
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 well as the robust discussion on hybrid e-close, you will want to watch the whole replay at: Mortgage.Community
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 to listen to the entire replay to find out what you missed, or to replay what you need to hear again while comparing how your Encompass® is configured.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 Home Sales and Jobless Claims. Plus, find out what a key recession indicator is signaling. Here are the highlights:
- Hope Ahead for Housing Inventory?
- Weekly Jobless Claims Decline More Than Expected
- What an Important Recession Indicator Is Saying
00:00 Introduction
00:26 Encompass Platform Update
00:49 Existing Home Sales
01:27 Jobless Claims
05:03 Recession Indicator
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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
- Using Document Protection in the eFolder
- Leveraging outside platforms like ACES
- Using Enhanced Conditions to ensure your QC team is the only group to clear those QC conditions
- Build and use a QC Comparison custom input form
- Managing files that are pulled for QC review - Pre-closing and Post-closing
- Compiling and tracking Post-closing conditions into changes for your Encompass® platform
- Wishing everyone a Happy Thanksgiving
Don't miss our next episode next week! - It is so much better when you come to the live show for all of your questions and conversations.
👉Click here to watch: 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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 confidence. Plus, the latest Retail Sales and Jobless Claims suggest a slowing economy. Here are last week’s headlines:
- Easing Consumer Inflation a Welcome Sign
- Huge Progress in Wholesale Inflation
- Are “Better Building Conditions” Ahead?
- Housing Starts Rise but More Supply Is Needed
- Retail Sales Suggest a Slowdown
- Continuing Jobless Claims Hit a Two-Year High
00:00 Introduction
00:22 Encompass Journey to the Web
01:08 2023 in Review
02:07 Continuing Jobless Claims
03:10 Progress in Wholesale Inflation
04:57 Housing Market Update
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
We had another great conversation about custom print forms. Here’s what we talked about:
- Merge Field Code
- Example Pre-Application Worksheets (with and without Merge Field Code)
- Custom Fields and their implications
- Margins > .50"
- User Groups
- Previewing - Old doc Viewer vs. New Doc Viewer
- Maintenance
- Esignatures
- Automation
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 conditions
- Discover how a closing comparison form can help see all of the changes on a file
- Don't get caught in the Itemization vs. Aggregate vs. CD Page 4 struggle
- Tie all of your loan programs to your Loan Program Templates
- MAVENT Preview vs. Review - when to use either
- Keep your Roles and 3rd Parties straight to ensure delivery of your closing packages
- Proforma CD - You BETTER be using this!
- Pre-Closing vs. Closing Docs and how the Persona updates in the Encompass® 23.3 update changed everything
❗Come each Tuesday at 4 PM ET and Thursday at 1 PM ET to join us live, or click here to watch the 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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 Highs
- Continuing Jobless Claims Increase for Seventh Straight Week
- What Important Recession Indicators Are Saying
00:00 Introduction
01:21 Last Week's Information
03:22 CoreLogic's Home Price Index
05:08 Continuing Jobless Claims Increase
07:50 Important Recession IndicatorsTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 ensure your fields are not hidden from color-challenged team members. This was a great meeting and let us know your craziest story of your custom fields.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 Notes panel to get your underwriter to get all of their notes into the loan file. Tell us how these suggestions are making a difference for your company.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 Picture
- Private Payrolls Below Expectations
- “JOLT” Higher for Job Openings
- Continuing Jobless Claims Reach 6-Month High
- Is the Fed Done with Rate Hikes?
- Home Prices Hitting Highs
00:00 Introduction
02:01 Jobs Report Analysis
04:03 Private Payrolls
05:37 Job Openings
06:47 Continuing Jobless Claims
07:36 Fed's Decision on Rate Hikes
09:00 Home Prices
11:11 Cooking Segment
12:02 Upcoming Data
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
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 the Field Analyzer is the best tool for you to use to document and search all of your Encompass® settings.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Today was all about the Loan Processor and what I have found to help master the position in Encompass®. Leveraging Workflow Tasks, File Manager, Document Manager, Document Expirations, and Borrower Communications are all covered in this event. We would love to hear your feedback on what you think works best. Listen in on the whole event and let us know.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 23, 2023, in Review:Consumer inflation continued to inch lower in September, while signed contracts for new and existing homes were better than expected, showing resiliency in the housing market. Read on for last week’s headlines:
- Inflation Inching Lower
- Pending Home Sales Perk Up in September
- Big Rebound in New Home Sales
- Third Quarter GDP Better Than Expected
- Jobless Claims Suggest Slowdown in Hiring
00:00 Introduction
01:37 Inflation Update
03:33 Pending Home Sales
04:33 New Home Sales
06:26 Third Quarter GDP
08:19 Jobless Claims Update
09:16 Peanut Butter Recipe
10:19 Upcoming Events
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
2023 is coming to a close as fast as you can imagine, and we are certainly not slowing down. As a new and very small business, we need to operate efficiently and effectively, and our impact needs to be far bigger than our effort. Think about dropping a pebble into a pond and what kind of ripple that would make. Your imagination is letting you see a slight movement around where the pebble hits the surface of the water. Now, imagine you had 30 of those pebbles hitting that same pond but having them spaced out to hit different areas at different times. The result will be a pond that has many ripples running into overlapping patterns, with a result that is far more visible than just a single pebble.Read More...
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
We reviewed the top 5 "Best Practices" for leveraging User Groups in Encompass® by ICE Mortgage Technology™ to your advantage. Check out what we recommended against your own settings to see where you should make some changes. Have questions? - Post them in the community - https://mortgage.community
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Check out how you can leverage so much more from the Encompass® platform by ICE Mortgage Technology™ in your sales process. We reviewed the Best Practices of file and conversation flow, how to use the Opportunities to create "Sandbox" options for Borrowers to choose. And check out how you can leverage click-to-dial in Encompass® to make it all easier to communicate as you need to. Keep bringing your great questions to every community meeting and let us know how this has helped your Sales Team.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 16, 2023, in Review:Tight housing inventory and elevated mortgage rates remain key headwinds for homebuyers and home builders. Plus, there was more Fed chatter about rates and the labor sector “WARNing” you need to know about. Here are the headlines:
- “Pressing Need” for More Housing Inventory
- Housing Starts Rise but Is a Pullback Ahead?
- Home Builder Confidence “Hammered” by Elevated Rates
- More Signs of a Fed Rate Hike Pause?
- “WARNing” Ahead for Jobless Claims?
00:00 Introduction
02:15 Pressing Need for More Housing Inventory
04:27 Housing Starts Rise but is a Pullback Ahead
06:56 Home Builder Sentiment
09:45 Warning Ahead for Jobless Claims
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
You can finally see every field and every piece of code in your settings in the Encompass® platform by ICE Mortgage Technology™.
For $200 per month, you can search through your entire Encompass® platform:
- Encompass Fields
- Business Rules
- Alerts
- Custom Fields
- Reports
- Pipeline Views
- Sync Templates
- Loan Duplication Templates
- Loan Program Templates
- Closing Cost Templates
- Settlement Service Provider Templates
- Affiliated Business Arrangement Templates
- Data Templates
- Custom Print Forms
- Custom Input Forms
Click this link to sign upThere is nothing like it anywhere. Cost? - $200 per month - Fill in the form on the link below, and let's get you installed. Want to see how it works on your Encompass® first before you buy - no problem. Let's set up the demo now -
If you ever have any questions, just let us know.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
If you wanted to know what the best practices were for the Persona setting in the Encompass® platform by ICE Mortgage Technology™, make sure you listen as we cover all the details. Also, be sure to watch until the end to get the first peak of the newly released field analyzer from Awesome Mortgage Technologies. There is literally nothing like it and it is super awesome!
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
We talk about how you know you have the Tech you actually need. This includes what tech is used and why. Also, are the results of the tech measured in saved or made money? Does your technology result in duplication of what you already have natively? Is any of your technology outdated or not in alignment with your workflow? Listen along and let us know what your answers are. We really want to know what is happening at your company.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 9, 2023, in Review: Shelter and energy costs pushed consumer prices higher in September, but inflation has made significant progress lower since peaking last year – and some Fed members are taking notice. Here are last week’s headlines:
- Lodging, Energy Costs Push Inflation Higher
- Wholesale Inflation Heating Up
- Fed Members Breaking Rank on Rate Hikes?
- Understanding Seasonal Housing and Appreciation Trends
- Initial Jobless Claims Remain Tame
00:00 Introduction
02:28 CPI and Inflation
04:29 Wholesale Inflation
05:49 Fed Members' Dissent
07:08 Seasonal Housing and Appreciation Trends
08:17 Initial Jobless Claims
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Check out what our special guest speaker, Amy Blum, had to say regarding Loan-Level Accounting and how they leverage their workflow to manage their files. Making sure you are tracking the money you are actually keeping is top priority for all businesses.
Credit to Public Enemy vs. Benny Benassi for the introduction music!
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Thank you to everyone who came to our live event. We talked about our combined experiences with the 23.3 Major Release for the Encompass® platform. We also talked more about leveraging the EPC (Encompass® Partner Connect) platform for all of the Service Providers you use and why it is important to talk to them about moving over to it. Join us live next time so you can ask your questions and find out everything that is happening.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 2, 2023 in Review:September brought a blowout job creation number from the Bureau of Labor Statistics, but is the labor sector as strong as that data suggests? Meanwhile, appreciation reports show that home prices are reaching new record highs. Here are last week’s headlines:
- Soaring September Job Growth Defies Expectations
- Private Payrolls at Weakest Pace in Almost Three Years
- Job Openings a Surprise “JOLT” Higher
- Tame Unemployment Claims a Contrast to Job Cuts
- More Record Highs for Home Prices
00:00 Introduction
00:27 Importance of Mortgage Workflow Partners
02:35 Job Growth and Unemployment
04:44 Private Payrolls
07:01 Job Openings and Labor Turnover
09:09 Jobless Claims
10:13 Fed's Response to Labor Sector Data
13:24 NFIB's Report on Small Business Confidence
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
While there is no guaranteed way to prevent wire fraud to protect you and your borrowers, we discuss important methods, workflows, and third-party companies that can help. Listen to the conversation to find ideas and insights to help make changes to protect your company and your borrowers.
Be sure to join our 23.3 Administrators Mastering Encompass® course, which began on 10/03/2023 for $2,500: https://bit.ly/3rarrOt - (yes, you can pay in installments if needed). It's OK to join late, everything is recorded, and live classes are happening through 12/31/2023.
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
We reviewed how and when to use the Disclosure Tracking tool, how to leverage the Changed Circumstances setup and usage on the LE Page 1 and CD Page 1, and how all of this ties into the Fee Variance Worksheet tool. We also hear from a community member about how they implement and use their company's Fee-Level Changed Circumstance disclosure workflow.
Be sure to join our 23.3 Administrators Mastering Encompass® course starting on 10/03/2023 for $2,500: https://bit.ly/3rarrOt - (yes, you can pay in installments if needed).
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of September 25, 2023 in Review:Inflation continues to march lower while tight housing supply and elevated mortgage rates remain key influences on home sales and home prices. Here are last week’s stories:
- Inflation Makes Progress Lower
- Pending Home Sales Tumble in August
- New Home Sales Hit Slowest Pace Since March
- Record High for Home Prices
- Initial Unemployment Claims Remain Tame
00:00 Introduction
00:48 Encompass Technology
02:28 Inflation Progress
04:15 Pending Home Sales
05:31 New Home Sales
10:51 Pumpkin Cookie Recipe
11:45 Upcoming Updates
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
We reviewed the entire 23.3 Encompass® Admin Checklist to get ready for the release on 10/07/2023. Check out all the details and be sure to join our 23.3 Administrators Mastering Encompass® course starting on 10/03/2023 for $2,500: https://bit.ly/3rarrOt - (yes you can pay in installments if needed). Be sure to watch the entire replay as we talked about POS mergers, appraisal field updates, what folks are doing with property inspection waivers and more.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
We covered how to set up a new Consumer Connect site yourself in time for the 10/7/2023 deadline. We also reviewed all about the important changes for the 23.3 version of Encompass® on the Web. Remember that you can continue your education with 23.3 Administrators Mastering Encompass®. The class starts on 10/03/2023 and is only $2500 for 12 months of on-going access, insights and education.
❗Join on this link: https://bit.ly/3rarrOt
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of September 18, 2023 in Review:The Fed held its benchmark Fed Funds Rate steady, though there are signs that a higher for longer approach is ahead. Plus, elevated mortgage rates and tight inventory remain key factors impacting the housing market. Read on for last week’s stories:
- Will the Fed Keep Rates Higher for Longer?
- Inventory of Existing Homes Needs to “Double”
- Housing Starts Plunge to 2-year Lows
- Higher Rates Dampen Home Builder Sentiment
- Is a Rise in Unemployment Claims Ahead?
00:00 Introduction
02:03 Will the Fed Keep Rates Higher for Longer?
03:04 Signs of Longer-Term Rate Hikes
04:49 Inventory of Existing Homes
07:07 Housing Starts Plunged to 2-Year Lows
08:48 Higher Rates Dampened Home Builder Sentiment
09:52 Rise in Unemployment Claims
11:11 Seasonal Maintenance Items
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everybody, Larry Bailey here from Mortgage Workflow Partners Inc. Workflow Partners. I want to clarify the upcoming sunsetting of the Encompass® Web Center and Loan Center by Ice Mortgage Technology™ on October 7, 2023, in this video. I understand that the terminology can be confusing, so I'll explain what's happening and share free resources and training sessions happening next week. If you're using a third-party platform for borrower interaction, paying attention to this change is crucial. I'll also show you how to set up a Consumer Connect® site in Encompass, which replaces the Loan Center. Don't worry; it's not as complicated as it may seem, and I'll be there to guide you through it.
Link to the video and the post on the Mortgage Community
https://mortgage.community/posts/42658238?utm_source=manual
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Today we reviewed how to take advantage of the changes happening to the milestones in the Encompass® settings with the 23.3 release happening on 10/7/2023. We also talked about how to manage your milestone templates with a lot of "Best Practices" shared around by all. Be sure to join the Administrators Mastering Encompass® class starting on 10/3/2023. Accessing over 40 hours of live classes taught by Larry Bailey, along with recordings, forms, rules, and other resources available to you for 12 months is remarkable for only $2,500. Be sure to tune in to find out how to get a scholarship to the classes if you are currently a displaced Encompass® administrator. We are doing everything we can to help everyone possible.
❗Click here to learn more: https://bit.ly/3rarrOt
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
❗Make sure to check out the new Admin Course from Larry Bailey: https://bit.ly/3rarrOt
We covered all of the changes happening in 23.3 with the Tables and Fees setting in Encompass® on today's call. Also, huge thanks to our very own Amy Blum for screen sharing and offering her insights as to how the Batch Upload updates for TPO Connect 23.3 are going to make a world of difference for her and her clients. We also talked about how to use the Document Manager effectively in underwriting, as well as what an improvement by using the new Doc Viewer.
👉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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of September 11, 2023 in Review:
Key inflation data was reported ahead of this week’s Fed meeting, while home prices continue to show signs of strength. Here are the latest stories:
-What “Fueled” the Rise in Consumer Inflation?
-Is the Rise in Wholesale Inflation a Concern?
-New High in Home Price Appreciation
-Important Context Regarding Tame Jobless Claims
00:00 Introduction
00:54 Key Inflation Data
01:46 Second Story: Is the Rise in Wholesale Inflation a Concern?
04:32 Third Story: New High in Home Price Appreciation
07:28 Fourth Story: Important Context Regarding Tame Jobless Claims
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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
In today's community meeting, we review the most important updates for the Persona setting in the Encompass® 23.3 Major Release. We covered The updates for:
- Project Review for Condos
- Subscribing to Webhooks
- Ordering Pre-Closing Docs
- Proforma CDs
- Ordering Disclosures with MAVENT® Fails (Encompass® on the Web)
- Default Pipeline Views
- New Input Form Access for:
- Supplemental Insurance
- New AMI (Area Median Income) section on the Borrower Summary - Origination, Fannie & Freddie Additional Information
- Persona Access to Loans
- Persona Access to Fields
- DDM Rules
- Input Form Builder Code
- Task-Based Workflows
- Enhanced Conditions
- Truly Automated Conditions
We covered a lot and doing it from a rest stop in Connecticut to boot! Watch the whole video replay. You will not be disappointed.
👉Watch here: http://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
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
Thanks to everyone who came to today's community meeting. We reviewed all of the important updates to the Admin Tools for Encompass® version 23.3 coming to you on 10/7/2023. We reviewed the Settings Manager updates for eClose, a Best Practice for EDS printing your custom print forms, Enhanced Conditions, Allowing your Borrowers to order their HOI through ConsumerConnect®, and updating the Reporting Database.
👉Make sure to watch the recording at the link in the Mortgage Community here: http://www.masteringencompass.com/
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of September 4, 2023 in Review
Fed speakers made headlines with hints about their next move on rate hikes. Plus, another report shows the strength in home values. Read on for these stories and more.
-Is the Fed Planning to Pause Rate Hikes?
-New High in Home Price Appreciation
-Holiday Impact on Unemployment Filings
00:00 Introduction
00:25 Reflections on 9/11
02:33 Mortgage Market Updates
07:59 Unemployment Filing Impact
10:17 Recipe: Simple Honey Cake
11:45 Upcoming Economic Reports
12:27 Cost of Money Trend
13:33 Closing Remarks
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Using Encompass®?
***You can update your Test environment to 23.3 now! (9-10-2023)
You will want to run 23.3 and 23.2.0.2 simultaneously on the same computer for testing and configurations.***
Click here to watch a short Youtube video showing how to set your PC up to run both versions simultaneously. Join us each Tuesday at 1 PM ET and Thursday at 4 PM ET to review the most important updates you need to know about and manage for the Encompass® 23.3 update happening on 10/7/2023. Click here to join the Mortgage Community meetings - https://mortgage.community/posts/37755854?utm_source=manual
#masteringEncompass#Workflowology
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
We had another great Live event with fantastic Encompass® Admins. We learned about the new 23.3 Administrators Mastering Encompass® Live class starting on 10/3/2023. We learned how to make sure you do not have a popup happening on your Encompass® Consumer Connect website, and we also talked about Enhanced Conditions related to special GSE programs.
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
After many attempts to create a course that teaches you how to code for the Encompass® platform, it is finally here. We can now teach you how to build your first plugin for the Encompass® platform.
Todays Mastering Encompass® Live Event had the following happen:
- We reviewed this new course - Building your First Plugin for the Encompass® Platform
- We talked about the possible next steps after ICE Mortgage Technology™ completed their purchase of Black Knight®
- We discussed how some companies (mostly Banks) do not allow Encompass® Admins to build any technology
- And other general topics - check out the full recording on the Community: http://www.masteringencompass.com/
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of August 28, 2023, in Review
There are signs of weakening in the labor market. Find out why this matters, plus what’s really going on with inflation and housing.
-Labor Market Lower and Slower
-Private Payrolls Weaker Than Expected
-Media Misinterpreting Inflation
-Pending Home Sales Rise for the Second Straight Month
-Strong Home Price Growth Continues
00:00 Labor Market Lower and Slower
02:00 Private Payrolls Weaker than Expected
04:15 Media Misinterpreting Inflation
07:43 Pending Home Sales Rise
08:54 Strong Home Price Growth Continues
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hi, everyone. I discuss the latest fixes to the Encompass® desktop version 23.3 in this video. There are a lot of important changes, including business rule changes, workflow changes, and new technology updates.
Pay attention and take notes, as there is much valuable information to absorb.
http://help.icemortgagetechnology.com/documentation/encompass/documents/release-notes/23-3-MR-Banker.pdf
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hi, everyone. I discuss the latest updates and changes to the Encompass® desktop version in this video. There are a lot of important changes, including business rule changes, workflow changes, and new technology updates.
Pay attention and take notes, as there is much valuable information to absorb.
http://help.icemortgagetechnology.com/documentation/encompass/documents/release-notes/23-3-MR-Banker.pdf
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, Larry Bailey here from Mortgage Workflow Partners.
I fully review the Encompass® (Web Version) updates in this video, specifically version 23.3. I'll review the planned release date, important UI updates, tool enhancements, and the new Workflow Engine. I'll also discuss fixed issues, web input form builder updates, and other important features. Pay attention to the sections on improved spacing layouts, new fields added, and the re-performing loan indicator.
I encourage you to take the time to learn about the Workflow Engine and the Encompass web version. Additionally, I highly recommend exploring enhanced conditions and the benefits they offer. If you have any questions or need assistance, please contact me or my team at Mortgage Workflow Partners.
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
August 2023 was the first Annual Partner Appreciation Month, and we want to send out special thanks to everyone who helped make it possible.
First, thanks to the Mortgage Community. Without you, none of this matters. Next, in the order of appearance:
- Awesome Technologies - everything you want to exist in a plugin or technical solution, contact them at info@awesometechinc.com
- Brett Ashbrook - thank you for sharing how you and your company are leveraging the Task-based Workflow in Encompass®
- The Big POS - when you want to look at a POS that works the way you think POS platforms should work, check them out here - https://www.thebigpos.com/
- Workflow by Mace Innovations - this is what you are looking for when you are tired of checklists and endless business rules just to get your team doing what they should be doing. Find out more here - https://maceinnovations.com/workflow/
- Lodestar are the Fee Experts - not just because that is their slogan, but because they can help you ensure that your fees are correct and in compliance. Stop the cures and at least check out their Free version now! - https://www.lodestarss.com/
Second, we cover using the Input Form Builder for the Encompass® desktop version in ways you may not have considered. Check it out!
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey, Larry Bailey here from Mortgage Workflow Partners. In this video, I'll be giving you a preview of the upcoming major release, version 23.3. I'll discuss the expected release date, important fixes, new features for the desktop and web versions, and some exciting enhancements to the workflow engine. Make sure to take note of the new year-end tools for compliance, the new FHA County loan limits, and the new affordable housing tools. Stay tuned for all the details!
Chapters:
00:00 Introduction
00:47 Release Date, Fixes
01:18 Desktop Version
03:18 Web Version
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Thanks to our friends at LodeStar. Alayna Gardner and Isaac Strader showed us why they and their company are special. Want to test out their fees integration into your Encompass® for free? Sign up now. Contact them through the Mortgage.Community or email to sales@lssoftwaresolutions.com. Listen to the replay to find out how they help you ensure your fees are reliable. Want to expand into a new state, then you need them to help you with reducing/eliminating your risk of cures.
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of August 21, 2023 in Review
Fed Chair Jerome Powell gave hints about further rate hikes during his speech at Jackson Hole. Plus, the lack of existing homes available for sale continues to be a key factor driving the housing sector. Read on for these important stories:
-Are Further Fed Rate Hikes Ahead?
-Existing Home Sales Constrained by Low Inventory
-New Home Sales Reach 17-Month High
-Tame Unemployment Claims
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Chris Mace (Only call him Mace please) and Mace Innovations did a phenomenal job of explaining why you need to seriously consider implementing the "Workflow" product. There is no setup fee or cost to try it for 60 days and to make sure it is a fit. Listen to the replay and get ready to share it with all of your decision makers.
Click here to find out more: https://maceinnovations.com/workflow/
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Thanks to Joe Rodriguez and the Big POS for making our event today very special. You need listen to find out how you can use the only POS using all of the latest API integrations with Encompass®, as well as a true task-based Borrower experience to keep files moving forward. Zero implementation fees, Implementations in about 1 week, Closed Loan pricing, and keeping your team inside the Encompass® platform for all of their work are just some of the reasons to listen to the replay and find out more.
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Admins Mastering Encompass® 8-22-2023 - Encompass® 23.3 Major Release Notes - Pre-Release Review for TPO Connect and GSE Integrations.
We ensure you are informed and aware of critical changes on the Encompass® platform.
Check out the video walkthrough here - of the 23.3 Major Release - https://mortgage.community/posts/41109926?utm_source=manual
Get involved in the conversations around these changes in the Mortgage Community. Free and open for anyone to join - https://mortgage.community/share/2tfVn9KfdRHH5l_U?utm_source=manual
masteringEncompass #workflowology Larry Bailey
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of August 14, 2023 in Review.
Despite ongoing challenges facing home builders, construction activity picked up last month. Plus, the minutes from the Fed’s July meeting provided some hints about what’s next for rate hikes. Here are the latest headlines:
-Strong Summer for Housing Starts
-Understanding the Decline in Home Builder Confidence
-Are More Fed Rate Hikes Ahead?
-Initial Jobless Claims Remain Tame
-What an Important Recession Indicator Is Saying
00:00 Introduction
02:31 Strong Summer Housing Starts
05:02 Decline in Home Builder Confidence
06:42 More Fed Rate Hikes Ahead
10:22 Recession Indicator
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Thanks to Brett Ashbrook for answering all of our questions and more when we talked about Workflow Tasks using Encompass on the Web® as well as Encompass® desktop. Watch the entire replay on the Community. Here are some of the questions we covered:
Why did you decide to invest into using Workflow Tasks?
What were some of the hardest lessons learned?
What were some of the easiest lessons learned?
If you could go back what you do it all again?
Did you do any type of workflow-based measurements to figure out positive or negative net gain inefficiency?
Which department or workflow did you decide to implement first?
Are you planning to expand this to other areas in your company?
What do you love most about Workflow Tasks?
What do you dislike the most about Workflow Tasks?
Wave a magic wand and make it do anything that you want, what is it?
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. I'll be discussing crucial inflation data and home price appreciation. I'll cover the latest consumer price index (CPI) and how it affects inflation rates. Additionally, I'll talk about the producer price index (PPI) and its impact on wholesale inflation. Lastly, I'll touch on the Black Knight's home price index and the positive trends in home price appreciation. Make sure to watch the full video for all the details.
00:00 Introduction
01:42 Consumer Inflation
03:16 Wholesale Inflation
04:55 Home Price Appreciation
06:22 Rise in Initial Jobless Claims
08:07 Family Hack of the Week
09:12 What to Look for This Week
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Thanks for Awesome Technologies for co-hosting today's Partner Appreciation call. We continue to learn just how under-leveraged ATI is by the industry. With a complete package of plugins (SDK and API) with a base cost of $599 per month, with all of your LOS, CRM, POS, and Private Database visualized for $599 a month they are as good as it gets. ATI will also build anything you want and you can own it, or rent it...you choose. Want more information? - fill out this form - https://zfrmz.com/fKDv5sIg8E01qM7U8SZI
Check out the full video replay here: www.MasteringEncompass.com
And make sure to join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Today is the start of Partner Appreciation Month. To kick us off, we had Mortgage Workflow Partners Inc explain how they have raised the bar for Client expectations when it comes to implementations, re-implementations for your Retail or TPO business channels, Administration support, training, knowledge-sharing, free and paid courses to learn things like "How to Build your First Plugin", and so much more. They are helping Sales and Operations teams with training and know-how to master the Encompass® platform too. All at prices far less than its competitors while putting more value in your pocket. Set up a 15 or 30-minute meeting with Larry Bailey now to find out more - http://meetlarryb.com/
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey from Mortgage Workflow Partners provides mortgage market intelligence and updates. He discusses various topics, including job gains, initial jobless claims, the impact of remote work on job openings, and the effects of tight housing supply on home prices. Larry shares insights and analysis based on data and trends in the industry. He also encourages viewers to visit the Mortgage Workflow website for more information and to watch the video replay. No specific action is requested from the viewers, but the information shared can help them stay informed about the current state of the mortgage market.
00:00 Introduction and Overview
01:49 Job Gains and Modeling
03:33 Part-time and Multiple Job Holders
04:07 Average Weekly Hours and Earnings
04:47 ADP Jobs Report
05:21 Leisure and Hospitality Job Gains
06:07 Job Openings and Labor Turnover Survey
06:40 Initial Jobless Claims
07:54 Impact of Remote Work on Job Openings
09:13 Tight Housing Supply and Pricing Pressures
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Getting ahead with Encompass on the Web®️
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Loan Officer Advantages with Encompass on the Web®️
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
The summary for the week of July 23, 2023.Want to watch the video that goes along with this? - Click here - **Larry Bailey, Mortgage Workflow Partners, provides a comprehensive update on the mortgage market for the week of July 31st, 2023. He discusses the latest Fed rate hike, the movement of inflation, and the critical role of housing supply in the market. Larry also highlights the heightened demand for new homes due to low inventory and shares insights on home prices turning higher. The video concludes with a family hack of the week and a preview of important updates in the labor sector.
00:00 Introduction and Sponsorship
00:59 Overview of the Week's News
01:57 Fed Rate Hike
03:41 Inflation Movement
04:47 Housing Supply and NAR Insights
05:57 Demand for New Homes
07:13 Ongoing Housing Supply Issue
08:34 Home Prices Turning Higher
11:43 Family Hack of the Week
13:18 Upcoming Labor Sector Updates**To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Input Form Builder on Encompass on the Web®️
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Running Dual AUS (DU & LPA) on Encompass on the Web®️
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
The summary for the week of July 17, 2023, in Review, is below.Want to watch the video that goes along with this? - Click here -Tight housing inventory continues to impact sales, home prices and confidence among home builders. But opportunities remain for buyers to benefit from appreciation gains. Read on for these stories and more:
-Existing Home Sales Constrained by Tight Supply
-Home Builder Confidence Edged Higher This Month
-Can’t Get Enough New Home Inventory
-Unemployment Claims Remain Volatile
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Enhanced Conditions on Encompass®️ Desktop & on the Web
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Task-Based Workflows on Encompass®️ Desktop & on the Web
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
The summary for the week of July 10, 2023, in Review, is below.Want to watch the video that goes along with this? - Click here -
There was welcome news as June brought big drops in consumer and wholesale inflation. Plus, several indexes showed that home prices are appreciating nationwide, providing opportunities right now for buyers to build wealth through homeownership. Read on for these stories and more:
-Consumer Inflation Makes Meaningful Move Lower
-Huge Progress in Wholesale Inflation
-Home Price Appreciation Continues Higher
-Holiday Impact on Unemployment Filings
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Using Checklists Like It’s 1999 (Because That Is Where They Belong)!
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
How to Use the Role Access to Documents Business Rule Correctly
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
The summary for the week of July 3, 2023, in Review, is below.Want to watch the video that goes along with this? - Click here -
After the Independence Day fireworks, labor sector reports added some sparks to the markets. Plus, the minutes from the Fed’s latest meeting revealed what might be in store for rate hikes. Read on for these stories and more:
-Job Numbers Powered by Part-time Workers
-What Caused the Surge in June’s Private Payrolls?
-What Unemployment Claims Suggest
-Are More Rate Hikes Ahead?
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Encompass® Plug-Ins and Better Ways to Visualize Important Data
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
The summary for the week of June 26, 2023, in Review, is below.Want to watch the video that goes along with this? - Click here -
Annual consumer inflation declined in May per the Fed’s favored measure. Plus, the tight supply of existing homes remains a key dynamic in the housing sector, impacting signed contracts and home prices. Read on for details:
-Inflation Making Slow Progress Lower
-Tight Inventory Preventing “Housing Demand from Being Fully Realized”
-New Home Sales Soar in May
-Spring Brings More Monthly Home Price Gains
-Surprising Drop in Unemployment Claims
To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Exploring All Native Encompass® Tools for Sales and Operations Teams
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Best Practices of Using Custom Input Forms versus Native Input Forms
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Creative Ways to Use Consumer Connect Sites vs. Widgets
1. Using the Consumer Connect Site versus a Widget
2. Use Consumer Connect the Same Way Quicken®️ Used Rocket
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
All about Consumer Connect and How Others Are Successful Using It
1. Why Consumer Connect Is the Best Value for the Money
2. How Are You Can Leverage It for Multiple Types of Loans and Campaigns
3. Why It Needs to Be Part of Your Long-Term Plan if You Use Encompass®
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
Let’s Talk about the eFolder
1. Working with Conditions
2. Working with Documents in the File Manager and the Document Manager
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Here is what we covered at today's event:
1. Pipeline Views and Dashboards - How to master them
2. The Mastering Encompass® Community updates and what to expect
3. Every Plug-in you could ever need for $5.00 per closed loan plus $399.00 - Contact us now to learn more!
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.
Join us every Tuesday at 4 PM ET and Thursday at 1 PM ET at www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.org
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program
© 2023 Mortgage Workflow Partners Inc. All Rights Reserved.
- The correct website to go to join is www.MasteringEncompass.com
- 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
- The Admin Checklist for Release Notes is a good reminder for what needs to be done with updates
- How to leverage the DateDiff function in Custom Loan Fields in Encomapss® to be able to compare two different date fields
- 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
- If you have a 3rd party plugin to do batch updates, it may act as a substitute for the "Rebuild Pipeline" native feature
- 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
Larry Bailey just finished the Encompass TPO Connect® 23.2 Release Notes live walk-through. Check out the replay here
A replay of us Reviewing the Encompass® 23.2 Release Notes Review Party - Are you using the Encompass® from ICE Mortgage Technology for your mortgage operations? Did you know it is being upgraded to version 23.2 on/near 6/10/2023? Want to know what is happening with the update and be told what to be aware of in the update from the industry's top Encompass® professionals? Watch this LIVE event replay where we review the Release Notes together.
We had a great time, and what a way to restart our monthly Encompass® Admins meetings. Here is a general review of the main topics, but watch or listen for the whole experience
- Experience 23 highlights
- Getting ready for 23.1
- In-Person Regional Meet-up in 2023
- Budgets for stuff you need
- Your Questions and Answers
- Finding Money for your Budgets (hint...it is inside your company)
- eClose and the experiences with borrowers, title companies, and attorneys
- Register for the Regional Event in your area here - https://www.mortgageworkflowpartners.com/regional-meet-ups
- Make sure ALL of your machines are running the 4.8 DotNet framework for the 23.1 Release - https://dotnet.microsoft.com/en-us/download/dotnet-framework/net48
- And a lot of other stuff that happens when you collaborate on calls...
Encompass® Test Environments got an update from ICE Mortgage Technology™ this past weekend (2-18-2023). This is a walkthrough of the Release Notes as we have them as of 2-20-2023 for the fixed issues.
Want to know more and stay in touch with all things Encompass®? Come to the 100% free Support Center for Encompass® by Mortgage Workflow Partners - click here -
Give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@WorkflowPartners.org
Copyright ©2023 Mortgage Workflow Partners Inc. | All Rights Reserved
Encompass® Test Environments got an update from ICE Mortgage Technology™ this past weekend (2-18-2023). This is a walkthrough introduction of the Release Notes as we have them as of 2-20-2023.
Want to know more and stay in touch with all things Encompass®? Come to the 100% free Support Center for Encompass® by Mortgage Workflow Partners - click here -
Give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@WorkflowPartners.org
Copyright ©2023 Mortgage Workflow Partners Inc. | All Rights Reserved
Encompass® Test Environments got an update from ICE Mortgage Technology™ this past weekend (2-18-2023). This is a walkthrough of the Release Notes as we have them as of 2-20-2023 for the Feature Enhancements.
Want to know more and stay in touch with all things Encompass®? Come to the 100% free Support Center for Encompass® by Mortgage Workflow Partners - click here -
Give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@WorkflowPartners.org
Copyright ©2023 Mortgage Workflow Partners Inc. | All Rights Reserved
Encompass® is getting an update from ICE Mortgage Technology™ this weekend (12/17/2022). This is a walkthrough of the Release Notes as we have them as of 12-16-2022.
To Check out the Support Resource by Mortgage Workflow Partners at Mortgage.Community click here
Give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@MortgageWorkflowPartners.com
Copyright ©2022 Mortgage Workflow Partners Inc. | All Rights Reserved
This is the weekly market newsletter from Ridge Lending Group. We review the events from the previous week in detail. Today's episode reviews the events from the week of 12-5-2022.
The topics reviewed are:
- Wholesale Inflation Hotter Than Anticipated
- Are Home Prices Still Forecasted to Appreciate?
- Continuing Jobless Claims Reach a 10-Month High
- Family Hack of the Week - National Cocoa Day
- More Recession Signals Flashing
The information is sourced from MBS Highway at www.mbshighway.com
As always, give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@MortgageWorkflowPartners.com or send a text to 888-522-7181
Copyright ©2022 Mortgage Workflow Partners Inc. | All Rights Reserved
TPO Connect® is getting some updates from ICE Mortgage Technology™ this month. This is a walkthrough of the Release Notes as we have them as of 12-3-2022.
Check out the Support Resource by Mortgage Workflow Partners at Mortgage.Community here - https://bit.ly/3VmLxi4
As always, give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@MortgageWorkflowPartners.com or send a text to 888-522-7181
Copyright ©2022 Mortgage Workflow Partners Inc. | All Rights Reserved
ICE Mortgage Technology™ does a fantastic job of ensuring you know what they recommend as a minimum and recommended level of technology needed to run the Encompass® platform. This includes all of the different services beyond Encompass® like AIQ®, AllRegs®, Insights®, Encompass Consumer Connect®, Encompass CRM®, Appraisal Center, Title Center, Encompass Product and Pricing Service®, Encompass TPO Connect®, MAVENT®, TQL Services®, and Velocify®.
Be sure to stay on top of the minimum and recommended requirements. You can find the most recent link to the resource by clicking here.
As always, give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@MortgageWorkflowPartners.com or send a text to 888-522-7181
Copyright ©2022 Mortgage Workflow Partners Inc. | All Rights Reserved
This is the weekly market newsletter from Mortgage Workflow Partners. We review the events from the previous week in detail. Today's episode reviews the events from the week of 11-21-2022.
The topics reviewed are:
- New Home Sales Better Than Expected in October
- Initial Jobless Claims Hit a Three-Month High
- Will the Fed Slow Its Pace of Rate Hikes?
- Should Strong Retail Sales Quiet Recession Chatter?
- Family Hack of the Week - French Toast recipe from Delish
- Should Strong Retail Sales Quiet Recession Chatter?
The information is sourced from MBS Highway at www.mbshighway.com
As always, give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@MortgageWorkflowPartners.com or send a text to 888-522-7181
Copyright ©2022 Mortgage Workflow Partners Inc. | All Rights Reserved
This is the weekly market newsletter from Mortgage Workflow Partners. We review the events from the previous week in detail. Today's episode reviews the events from the week of 11-14-2022.
The topics reviewed are:
- Low Housing Inventory Remains Supportive of Home Prices
- Construction of Homes Continues to Slow
- Builder Confidence Drops for Eleventh Consecutive Month
- Wholesale Inflation Cooler Than Estimated
- Family Hack of the Week - a Turkey Frittata recipie
- Continuing Jobless Claims Continue to Creep Higher
The information is sourced from MBS Highway at www.mbshighway.com
As always, give Mortgage Workflow Partners a call if you have any questions at 888-522-7181 or email us at info@MortgageWorkflowPartners.com or send a text to 888-522-7181
Copyright ©2022 Mortgage Workflow Partners Inc. | All Rights Reserved
This is the weekly market newsletter from Mortgage Workflow Partners. We review the events from the previous week in detail. Today's episode is reviewing the events from the week of 9-19-2022.
The topics reviewed are:
- Fed Hikes Rates Another 75 Basis Points
- Low Housing Inventory Remains Supportive of Prices
- Household Formations Continue to Outpace Completions
- More Home Builders Offering Incentives as Confidence Wanes
- Family Hack of the Week - Garden Vegetable Soup from the Food Network
- Low Jobless Claims Show Labor Market Remains Tight
The information is sourced from MBS Highway.
As always, give Mortgage Workflow Partners a call or a text if you have any questions at 888-522-7181or email us at info@MortgageWorkflowPartners.com
www.MortgageWorkflowPartners.com
Copyright ©2022 Mortgage Workflow Partners Inc. | All Rights Reserved
This is the audio version of the blog post that you can find at this link - https://www.mortgageworkflowpartners.com/workflowology/we-dont-like-computers-here
Thanks for listening. If you ever want to chat about the kind of help you need for your mortgage operation, please let us know.
https://www.mortgageworkflowpartners.com/contact
Mortgage Workflow and Technology Experts since 1993
**We have been implementing Encompass® since 2007, so we know how to get your implementation right the first time!
We will discuss, design, and implement “Best Practice” workflows for your mortgage operation and company.
We discover, review and implement the best technologies available and appropriate for your workflow.
We will train your team to know what they need to succeed, no matter their position or location.
We will review your Encompass® settings and tell you what you need to fix or improve.**
**We are with you every step of the way to ensure your complete success.
~~Workflow always comes before Technology~~**
Mortgage Workflow Partners is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program888-522-7181 or info@MortgageWorkflowPartners.com
I feel this is important to call out to all admins, so I created this quick message to try to help.
Also - It's live and just in time for the release into your TEBE (if you have one). This is available on your desktop or iOS or Android also, so you can get updated where you have time.
The Support Resource: 22.3 Major Release Notes is 100% free and ready for you to learn more. There are a lot of takeaways and things that you need to know to be fully ready for this Major Release.
This is why we are your best partner ever...we work tirelessly to make sure that are in the best position to succeed with the best technology!
If you are not already a member of the Mortgage.Community, it takes less than a minute to join and you'll also get instant access to the full Support Resource. - https://mortgage.community/share/-NIOQzLsKzWCHV8O?utm_source=manual
If you want to go directly to the public site for the Release Notes - please go here -
Release Notes version here - https://help.icemortgagetechnology.com/documentation/encompass/Content/encompass/release_notes/22-2/22-2-0-4CP6/rn_encompass-release-22-2-0-4-title.htm
This is all about the Security Certificate...PLEASE update this in your Encompass users' machines!!
If you want to go directly to the public site for the Release Notes - please go here - https://help.icemortgagetechnology.com/documentation/encompass/Content/encompass/release_notes/22-2/22-2-0-3CP5/rn_encompass-release-22-2-0-3-title.htm
This is what stood out to me - Update to the Encompass Server (i.e., Server Patch 4)
- Update to Improve Encompass Log In and Loan Open Processing Time
- Updates have been made in Encompass to reduce the length of time it takes Encompass users to log into Encompass and the length of time it takes Encompass to open a loan file.
The 3 other part of this update worth mentioning are:
- New Encompass Security Certificate
- The current security certificate for Encompass expires on September 16, 2022. This critical patch release provides a new Encompass security certificate that is valid until 2025. It is encouraged that clients apply this update to their Encompass instance to avoid any potential warnings or issues that may occur after the current security certificate expires.
- Persistent DateTime Conversion Error Messages in Event Log is Addressed
- Not a real problem but was corrected to no longer produce the false issue
- Enhanced Conditions Tool: Object Reference Error Generated When Accessing the Tool is Resolved
- Was a real problem for some users, but has been addressed
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This is a review of Encompass® 22.2.0.1 Critical Patch coming out 6-11-2022
Mortgage Workflow and Technology Experts since 1993
We will discuss, design and implement “Best Practice” workflows for your mortgage operation and company.
We discover, review and implement the best technologies available and appropriate for your workflow.
We will train your team as needed regardless of size from 1 to 100,000+ across the world.
We are with you every step of the way to ensure your complete success.
~~Workflow always comes before Technology~~
List to this on our YouTube channel - https://www.youtube.com/c/Workflowology
call us at 888-522-7181 or email to info@MortgageWorkflowPartners.com
Mortgage Workflow Partners, Inc. is not directly or formally affiliated with, nor owned in any part by ICE Mortgage Technology™ (Encompass®) and does not claim any rights to any trademarks or copyrights of its images, products or services.
Support the show
This is a review of Encompass® 22.2 Release Notes - Banker Edition 6-8-2022
Mortgage Workflow and Technology Experts since 1993
We will discuss, design and implement “Best Practice” workflows for your mortgage operation and company.
We discover, review and implement the best technologies available and appropriate for your workflow.
We will train your team as needed regardless of size from 1 to 100,000+ across the world.
We are with you every step of the way to ensure your complete success.
~~Workflow always comes before Technology~~
List to this on our YouTube channel - https://www.youtube.com/c/Workflowology
call us at 888-522-7181 or email to info@MortgageWorkflowPartners.com
Mortgage Workflow Partners, Inc. is not directly or formally affiliated with, nor owned in any part by ICE Mortgage Technology™ (Encompass®) and does not claim any rights to any trademarks or copyrights of its images, products or services.
Support the show