Mastering Encompass®

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!This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes.Key topics covered: • VA Appraisal Fee Updates • Business Rule Field Trigger Troubleshooting • Cancel Scheduler Usage and Workflow Rule Design • SSO Implementation for Encompass UAT • Consumer Connect Homepage and Application Customization Tool • AI Tools in Mortgage Workflow • Itemization Fee Management and Duplicate Removal • Project Management and Workflow Governance✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes.Key topics covered: • Document Management Issues in Encompass • Workflow Tasks and Automation in Encompass • Vendor Integrations and Technology Selection • WorkflowCoach™ Platform Features and Beta Program • SDK Transition and API Security in Encompass✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes.Key topics covered: • WorkflowCoach™ overview and beta access • Encompass 26.1 updates and shared lock functionality • Workflow rules and automation strategies✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Workflow rules, pipeline views, reporting options, and real workflow troubleshooting. This week’s Ask Me Anything Encompass® covers the questions admins and users across the community are asking right now.✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!AWS migration, API data overwrites, HMDA in wholesale, Safari eSign issues, SSO workarounds, and real connectivity troubleshooting. This AMA covered what Encompass® admins and users are actually dealing with.✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!TPO Connect® notification limitations, custom field logic for Word merges, and real troubleshooting around Enhanced Conditions. This Encompass® AMA breaks down real scenarios with live explanations, workarounds, and best practices. Missed it? Join us every other Tuesday at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Workflow rules, Enhanced Conditions, and real-world troubleshooting, all covered live in this Encompass® AMA with real questions, real screens, and real solutions.Missed it? Join us every other Tuesday at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Our first Encompass® Ask Me Anything of the year is here.Real questions, real screens, real solutions.Missed it? Join us every other Tuesday at MasteringEncompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!We turned our Admin Workshops into a full “Ask Me Anything.” No scripts, no filters, just real Encompass® issues, real screens, and real solutions in real time. Watch the replay at https://masteringencompass.com❄️ This was our final workshop of 2025, and we’re grateful for the questions and engagement you brought all year. Wishing you a restful holiday season, and we’ll see you in the new year with more workshops coming.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!We turned our Admin Workshops into a full “Ask Me Anything.” No scripts, no filters, just real Encompass® issues, real screens, and real solutions in real time. Watch the replay.💬 Have an Encompass® question you want solved? Be there for the next AMA on December 16 @ 4 pm ET: https://masteringencompass.com👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to the FINAL part of our 12-part live series, "From First Click to Final Docs." Don’t miss future workshops—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com🎉 We just wrapped our 12-part Encompass® workshop series. This truly became the blueprint I would use to rebuild a mortgage operation today.Our goal was simple: ✨ Leverage Encompass® at every step ✨ Share proven strategies ✨ Deliver insights from 30+ years in the industryThis final session focused on what matters most: performance. We broke down cost, profit, and process efficiency for every loan you touch.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 11 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comOnce a loan is closed, the real work begins. In this workshop, we’ll cover what happens *after* the closing table—and how to get paid, clean, and compliant.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 10 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comThis is the final sprint. We’ll show you how to coordinate with title, ensure CD compliance, and deliver docs that actually close on time.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 9 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comWhen you’re this close to the finish line, execution matters most. We’ll focus on how to pass the baton cleanly to your closer with zero snags.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 8 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comDisclosures aren’t just documents—they’re legal time bombs if mishandled. This session helps you build workflows that ensure accuracy and timeliness.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 7 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comSecondary might feel like a black box—but it’s where money is made or lost. Let’s explore how loan sale strategy intersects with your daily work.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 6 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comUnderwriters are partners, not barriers. Let’s focus on how to present a perfect package—and how to keep files flowing instead of sitting.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 5 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comProcessing is where loans win or lose speed. We’ll look at proven steps to reduce conditions, drive accuracy, and create files that get CTC’d faster.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!📘 Our first book is here! Workflow Before Technology reveals why mortgage companies that fix operations first win more—and how you can, too.👉 Start reading: https://a.co/d/alVgXGYWeek of July 21, 2025 in ReviewExisting home sales dropped more than expected in June, while new home sales rose slightly but stayed below forecasts. Meanwhile, unemployment claims highlight ongoing challenges in the job market. Keep reading for important updates on these trends and more.Existing Home Sales Hit 9-Month LowNew Home Sales Edge Up, Median Price Drop Isn’t What It SeemsUnemployment Claims Show It’s Still Tough to Find WorkFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 4 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comThe right disclosures at the right time are not just compliance—they’re confidence builders. In this workshop, we’ll break down how to launch every file strong and stay in bounds.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!📘 Our first book is here! Workflow Before Technology reveals why mortgage companies that fix operations first win more—and how you can, too. 👉 Start reading: https://a.co/d/alVgXGYWeek of July 14, 2025 in ReviewTariffs had less impact on inflation than expected, home builder confidence stayed low, and single-family construction slowed despite a bump in overall activity. Read on for more key insights.Consumer Inflation Rises in June, But Tariff Impact LimitedWholesale Inflation Eases More Than ExpectedSlight Uptick in Builder Confidence Amid Ongoing Market StrainsSingle-family Home Construction SoftensStronger Spending and a Mixed Jobs PictureFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of June 30, 2025 in ReviewMixed messages are swirling in the latest job market data. What does it all mean? Read on for key details on job gains, openings, unemployment and more inside.Strong June Jobs Report Reinforces Fed CautionPrivate Payrolls Decline in JuneMay Job Openings Rise UnexpectedlyContinuing Unemployment Claims Edge Closer to 2 MillionFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 3 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comYour borrower’s first ‘real’ step begins here—and we want to ensure it’s seamless, compliant, and efficient. Let’s walk through how to create a frictionless onboarding experience.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of June 23, 2025 in ReviewThe Fed's preferred inflation gauge exceeded expectations in May. Meanwhile, the housing market saw soft home sales, although annual home prices continued their rise in April. Continue reading for more details and analysis.Inflation Update: Key Measure Slightly Higher Than ExpectedExisting Home Sales Remain Sluggish in MayNew Home Sales SlowAnnual Home Price Growth Decelerates, But Remains SolidOther Economic HighlightsFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of June 16, 2025 in ReviewDue to ongoing economic uncertainty, the Federal Reserve has decided to keep its benchmark Federal Funds Rate unchanged. This environment has also contributed to a slowdown in both the construction and retail sectors. Additionally, unemployment claims are trending higher. Read on for further analysis and details.Fed Remains Cautious, Holds Rates SteadyHome Builder Confidence Falls Further in JuneHousing Starts and Permits Reach Lowest Levels of 2025Retail Sales Sluggish in MayUnemployment Claims Indicate Cracks in the Labor MarketFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 2 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comBefore a loan even becomes an application, there are critical checkpoints that make the rest of the process smoother. Let’s uncover how to align borrower expectations and build confidence from the start.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ You're listening to Part 1 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.comLarry Bailey kicked off a 12-part series on mastering Encompass® for mortgage operations. This session focused on capturing and managing leads with Consumer Connect—covering custom forms, mobile optimization, co-branding, and automated workflows. Watch the replay to learn how to convert more leads and streamline your process—without third-party tools.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of May 19, 2025 in ReviewHousing showed mixed signals in April, with existing home closings disappointing while new home contracts hit a three-year high. Job market data revealed similar contrasts: new unemployment claims remained low, but ongoing claims reached their second highest level since late 2021. Continue reading for more details.Existing Home Sales Sink to 7-Month LowNew Home Sales Surge Past ExpectationsContinuing Unemployment Claims Exceed 1.9 MillionFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com — it’s the best time to ask questions and connect in real-time.This week, we dug into how to build and manage a help desk that actually helps—not just resolve issues, but train your team, uncover trends, and streamline workflows. We shared why defining your help desk's scope and hours is critical, how to create smart intake forms and escalation workflows, and how to use AI to identify common support patterns. We also discussed tiered support, searchable knowledge bases, and the metrics that matter most.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of May 12, 2025 in ReviewInflation came in lower than anticipated in April, indicating that tariff effects haven't fully appeared in economic data yet. Meanwhile, home builder confidence has dropped this spring amid economic uncertainty, with construction activity showing a slowdown. Continue reading for these and additional market updates.Annual Consumer Inflation Hits 4-Year LowWholesale Inflation Cools as Companies Absorb CostsHome Builder Confidence Drops Sharply in MaySingle-family Construction Slows in AprilAdditional InsightsFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!✅ Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com — it’s the best time to ask questions and connect in real-time.This week, we covered a ton of game-changing updates—free courses you might have missed, a 14-day trial for our admin coaching program, and the latest features in Encompass® 25.2. We walked through how to use the AI Agent to build schedulers, automate doc requests, and improve your workflow with new task tools and pipeline views. We also shared why documenting your workflow is essential and why workflow always comes before technology.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of May 5, 2025 in ReviewThe Federal Reserve maintained its pause on interest rate cuts, taking a cautious "wait and see" approach amid ongoing uncertainty about tariff impacts. Meanwhile, housing markets nationwide continue to show price increases, while job seekers are encountering more difficulties. Read on for these updates and more.Fed Holds Steady on Rates, Takes "Wait and See" ApproachHomeownership Remains a Solid Investment OptionLatest Unemployment Claims: Finding New Jobs Takes LongerFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of April 28, 2025 in ReviewEconomic updates last week revealed that the labor market showed some weakness, first quarter economic growth contracted, the Fed's preferred inflation measure slowed, and home prices continued their upward trajectory. Here are more details on these key developments.April Jobs Report: Looking Beyond the HeadlinesPrivate Payrolls Miss ExpectationsThe Fed’s Preferred Inflation Measure Shows ProgressHome Prices Continue Strong Nationwide GrowthOther Economic HighlightsFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of April 21, 2025 in ReviewHome sales showed mixed results for new and existing properties in March, while the Federal Reserve's latest Beige Book highlights how trade policy uncertainty is affecting businesses nationwide. Read on for these updates and more.Existing Home Sales Fall Below ExpectationsNew Home Sales Climb in March“Pervasive” Uncertainty Clouds Economic Outlook, Fed Report ShowsJobless Claims Show Business CautionFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!This week, we explored how to make the most of native Encompass features and why third-party services should be a last resort. We talked about the evolution of plugins, the risks of vendor lock-in, and how to prep for the upcoming SDK transition. We also shared ways to innovate your workflows using built-in automation and secure tools already included in Encompass—no extra costs or dependencies needed.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of April 14, 2025 in ReviewFed Chair Jerome Powell warned of a possible "challenging scenario" on the horizon. Meanwhile, retail sales in March saw a boost from consumers making purchases before tariffs took effect. At the same time, home builders remain cautious amid ongoing economic uncertainty. Read on for these updates and more.Powell Signals Inflation is More Important Than LaborRetail Sales Surge in March Ahead of TariffsEconomic Uncertainty Dampens Home Builder SentimentHousing Starts See Largest Decline in a YearInitial Jobless Claims Lowest Since FebruaryFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!👉 Watch the video interview hereIn this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Zach Sharkey from SharkeyByte.Check out this episode with Zach to understand more about third-party plug-ins and how they can be efficiently built to leverage native functionality first and augment or create solutions that fit workflows. Not all plug-ins are created equal and Zach explains it all. Make sure to sign up for completely free access for your TEBE environment over at sharkeybyte.com.⭐️And if you do decide to take advantage of what he has to offer, make sure to check with us for your 20% discount code.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of April 7, 2025 in ReviewWhile inflation came in lower than anticipated in March, this positive development was overshadowed by ongoing news about trade tariffs. Read on for these updates and more.Consumer Inflation Eases in MarchWholesale Inflation Also Eases, Key Components CoolHomeownership Remains a Solid Investment OptionElevated Unemployment Claims PersistFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!👉 Watch the video interview hereIn this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Dan Smokoska.If you happen to be in Mortgage Loan Origination and want to know more about social selling, then you need to check out my conversation with Dan as he let's us all know what is happening and what you need to be doing. Thanks for him and HousingWire for spending time with us at ICE X25.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Leveraging data to run your business through modern Encompass® Data Workflows is how every company can find efficiencies. Are you ready? Do you know how? Listen in for insights to get inspired, discover the best strategies, and how to implement them now. Join us every other Tuesday at 4 PM ET. Get involved in the Mastering Encompass® community now for the best and most current information available.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of March 31, 2025 in ReviewMarch saw stronger-than-expected job growth, but the labor sector continues to deliver mixed messages. However, this news was overshadowed by the announcement of reciprocal tariffs. Read on for these updates and more.Global Reciprocal Tariffs AnnouncedMarch Sees Stronger Job Growth, But With CaveatsPrivate Payrolls ReboundJob Openings Fall in FebruaryContinuing Jobless Claims Reach 3-Year PeakFamily Hack of the WeekWhat to Look for This WeekTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!👉 Watch the video interview hereIn this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Mike Kelleher from Adopt The Brand.Mike has had a professional lifetime of insights, connections, and experiences. Listen to his insights when it comes to predicting how mortgage ad marketing continues to be dominated by simple mortgage calculators and that lenders need to figure how where and how to implement AI. Do you agree?👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of March 24, 2025 in ReviewThe Federal Reserve's key inflation gauge moved in the wrong direction in February, a concerning development. However, signed contracts for new and existing homes rebounded after a sluggish start to the year, and home prices nationwide continued to show solid growth. Read on for these updates and more.The Fed’s Preferred Inflation Gauge Ticks HigherNew Home Sales Bounce Back After Slow Start to 2025Pending Home Sales ImproveHome Prices Maintain Solid Nationwide GrowthAlso, of NoteFamily Hack of the WeekWhat to Look for This WeekTechnical Picture⭐️ Check out our Mastering Encompass® CommunityTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!👉 Watch the video interview hereIn this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Dale Vermillion of Mortgage Champions.See if you can spot the 25 knowledge bombs that Dale drops during this 18 minute conversation. The conversation covers best practices, workflow before technology, and what 40 years in the mortgage industry has taught Dale.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of March 17, 2025 in ReviewThe Federal Reserve kept interest rates unchanged, as anticipated, while unveiling its latest economic projections. Meanwhile, existing home sales and housing starts exceeded expectations, even as home builder confidence declined. Read on for these updates and more.Fed Maintains Current Rate, Signals Economic OutlookExisting Home Sales Exceed ExpectationsHome Builder Confidence Drops to 7-Month LowHousing Starts ReboundRetail Sales DisappointLatest Unemployment Claims Reflect Ongoing TrendsFamily Hack of the WeekWhat to Look for This Week⭐️ Check out our Mastering Encompass® CommunityTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of March 10, 2025 in ReviewInflation pressures moderated in February, and January job openings exceeded expectations. However, a closer examination of the data uncovers important insights. Continue reading for these updates and more.Consumer Inflation Progresses LowerWholesale Inflation Eases, Yet Key Areas IncreaseJanuary Job Openings Rise, But Signs of Weakness PersistContinuing Jobless Claims Remain Stubbornly HighFamily Hack of the WeekWhat to Look for This Week⭐️ Check out our Mastering Encompass® Community👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Watch the replay to dive into input form optimization, SDK transition updates, and key takeaways from the ICE conference. We covered best practices for customizing forms, the benefits of the web interface, and upcoming free courses on automation and compliance workflows. Plus, get the latest on SDK acknowledgments and why precise terminology matters.👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of March 3, 2025 in ReviewTurbulence is building in the labor market, while recent reports show that homeownership remains a fantastic investment opportunity. Continue reading for these insights and more.February Jobs Report Reveals Underlying WeaknessJob Growth Declines in Private SectorInitial Jobless Claims Decrease, Job Cut Announcements SurgeHomeownership Remains a Solid Wealth Building OpportunityFamily Hack of the WeekWhat to Look for This Week⭐️ Check out our Mastering Encompass® Community👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Struggling to find time for projects? Watch the replay to learn how to break the cycle. We covered time management challenges, prioritization strategies, and ways to communicate workload value. Get practical tips on staging projects, managing expectations, and securing support—watch now!👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincMortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

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!Week of February 17, 2025 in ReviewSales of existing homes declined in January but are projected to increase throughout the year. Meanwhile, concerns over tariffs have led home builders to adopt a more cautious stance. Read on for further insights.Existing Home Sales Expected to Improve This YearHome Builder Confidence Declines Amid Tariff ConcernsConstruction Activity Slows in JanuaryJobless Claims Data Continues to Show a Consistent TrendFamily Hack of the WeekWhat to Look for This Week⭐️ Check out our Mastering Encompass® Community👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpincTo subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2025 MBS Highway. All rights reserved.Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.