Mastering Encompass®

Getting Your Personas and User Groups Aligned With Your Company Properly

• Larry Bailey

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Discover how to align personas and user groups with your company’s workflows for smoother operations in Encompass. Learn why focusing on job functions, documenting workflows, and managing permissions effectively can transform your setup. Don’t miss these actionable tips and best practices.

👉 Visit our Linktree

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

People on this episode