Mastering Encompass®

WorkflowCoach™ - Workshop 1: Getting Started

• Larry Bailey

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0:00 | 28:45

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🎧 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!

New to WorkflowCoach? This is your starting line. In 45 minutes, you'll go from "never seen the platform" to "I can build my first workflow." We'll cover the core philosophy — Workflow Before Technology® — and why workflows drift even when your tech doesn't. Then we'll walk through the platform live: dashboard navigation, building a workflow from scratch, self-transcription to capture institutional knowledge, and how to spot drift in your existing workflows. No prerequisites, no account needed, no cost. Just show up ready to learn.

Up next: Workshop 2 - Advanced WorkflowCoach & Continuous Governance â†’ 9/16 at 1 PM ET

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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