Mastering EncompassĀ®
A podcast as your companion to the Mastering EncompassĀ® information we continue to share. Everyone can join the Mastering EncompassĀ® community, regardless of where you work. Most importantly, we focus on workflow and "Best Practices" to help as many community members as possible. We focus our conversations, support, insights, and help to those leveraging the EncompassĀ® platform. Join the community today at this link - https://www.MasteringEncompass.com
Mastering EncompassĀ®
Mastering EncompassĀ® Live - Admin Checklist, Community Updates and more
Let us know what questions you have. Give us feedback too.
š§ This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join!
Recording from June 1, 2023
1. The correct website to go to join is www.MasteringEncompass.com
2. That idea of doing breakout sessions for Sales, Processing. Underwriting, Post-Closing, and Secondary at the Regional EncompassĀ® Workshops is a good idea to get more people to come
3. The Admin Checklist for Release Notes is a good reminder for what needs to be done with updates
4. How to leverage the DateDiff function in Custom Loan Fields in EncomapssĀ® to be able to compare two different date fields
5. That you can request from ICE Mortgage Technologyā¢ support team for them to turn on the "Rebuild Pipeline" setting to have your older loans show any new calculated custom fields with the calculated values
6. If you have a 3rd party plugin to do batch updates, it may act as a substitute for the "Rebuild Pipeline" native feature
7. Larry needs to send out better instructions to have people join meetings! š
Larry Bailey - Your Community Advocate
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