All Episodes
Mastering Encompass® — 243 episodes
What Encompass® Admins & Users Are Asking Right Now (Live AMA)
Fixing Encompass® Document Issues + Smarter Workflow Automation 👀
What Keeps Coming Up in Encompass®
Encompass® Workflow Fixes
What’s Really Happening in Encompass®?
Everyday Encompass Issues, Solved
Real Encompass® Questions, Real Workflow Solutions
New Year, Real Encompass® Questions Answered
What Questions Are Coming Up in Encompass®?
Encompass® AMA: The Real Issues, Real Answers
Dollars & Data: Loan-Level Profitability & Analytics
Wrap & Ship: Post-Closing & Trailing Docs
Closing Countdown: ICD to Closing Docs
Final Pass: Processing + Underwriting CTC
Disclosure Dynamics: Compliance + CD Workflow
Secondary Simplified: From Lock Desk to Loan Sale
Underwriting Unlocked: Best Practices for File Flow
Processing Power: Pre-Underwriting Workflow Secrets
Home Sales Stay Sluggish in June - 📈Market News
Launch Ready: Initial Disclosures & Processing Prep
Consumer Inflation Rises, Tariff Impact Muted - 📈Market News
Mixed Messages in Labor Market Data
Seamless Starts: Application & Borrower Docs Done Right
Inflation Above Estimates, Home Sales Stall
Fed Holds Rates Steady, Home Construction Slows
Green Light Strategy: Qualification, Preapprovals & Early Wins
Capture & Convert: Lead Aggregation + Management
April Home Sales Show Mixed Signals
How to Create and Manage a Helpdesk That Actually Trains People Too
Inflation Surprises Analysts, Home Construction Slows
How to Truly Embrace Workflow Before Technology in Your Organization
Fed Remains in Wait and See Mode
Markets Digest Bloom of Fresh Data
March Home Sales: Recovery or Red Flag?
Learning How to Make Leveraging Third-Party Technologies Your Last Resort
Tariff Trouble: Why Builders and Retailers Are Feeling the Heat
Not All Plug-Ins Are Created Equal — Zach Sharkey Explains Why | ICE X25 Interview
Annual Inflation Rate Eases in March
Dan Smokoska on AI, Automation & Social Selling in Mortgage | ICE X25 Interview
Learn How to Run Your Organization on Data to Truly Automate
Tariffs Announced, Labor Data Surprises
Mike Kelleher on Mortgage Marketing, Calculators, and the AI Shift | ICE X25 Interview
Inflation Move a Concern, Home Sales Rebound
Stop Hiding Behind Emails – Just Pick Up the Phone! [Dale Vermillion of Mortgage Champions Interview at ICE X25]
Federal Reserve Stays Put—Housing Market Doesn’t
February Inflation Disappoints: A Bigger Problem Ahead? Market News 3/17/25
Why Overbuilding Custom Input Forms Is Actually the Problem and What to Do About It
Signs of Turbulence in the Labor Sector - Market News 3/10/25
What to Do About Breaking the Endless Cycle of Not Having Enough Time to Get Projects Started and Finished
Existing Home Sales, New Construction Slow - Market News 2/24/25
Why and When to Leverage Encompass® Web in All of Your Workflows
Strengths and Weaknesses in Labor Sector
Fed Presses Pause on Rate Cuts
Encompass® Web - Myths Busted
How and Why to Move to and Use Enhanced Conditions for Retail and TPO Channels
Existing Home Sales Hit 10-Month High
Getting Your Personas and User Groups Aligned With Your Company Properly
December Jobs: Big Gains, Hidden Weaknesses!
How to Perform Proper Technology and Workflow Reviews
Are Holiday Skews Hiding the Real Job Stats?
Big Changes for 2025: Workshops, NEW Community, and Tools!
Fed Cuts Rates: What It Means for You
Inflation Heats Up in November: Key Updates
Avoid Web Setup Mistakes: Build an 'Under Construction' Form for Encompass®
Encompass® 24.3 Updates & 2025 Sneak Peek!
Jobs Report: Surprising Gains, Hidden Weakness
Maximize Your Encompass® Experience: Web Settings & Workflow Tips
We Don't Like Computers Here...
Using Checklists Like It’s 1999 (Because That Is Where They Belong)!
Underwriter Best Practices - Underwriting Like a Master in Encompass®
Task-Based Workflows on Encompass® Desktop & on the Web
What's Driving Inflation and Housing Trends This Week?
Running Two Versions of Encompass® at the Same Time
Running Dual AUS (DU & LPA) on Encompass® on the Web
Replay - Monthly Call for Encompass® Admins with Larry Bailey on 3/15/2023
Quality Control Best Practices - QC Like a Master in Encompass®
Protecting your Wires at Funding from Fraud
Post-Closer Best Practices - Post-Close Like a Master in Encompass®
Plug-Ins, Automation, Workflow, and How They All Tie Together
Pipeline Views and Dashboards
Partner Appreciation Month - Re-Cap of Partners and Input Form Builder Info
Operations Management Best Practices - Manage Like a Master in Encompass®
2024 Wins & 2025 Goals: Building Admin Success Together
Home Sales Rebound: Is Builder Optimism Rising?
Mastering Encompass® Live - Admin Checklist, Community Updates and more
Loan Processor Best Practices - Processing Like a Master in Encompass®
Loan Officer Best Practices - Selling Like a Master in Encompass®
Loan Officer Advantages with Encompass® on the Web
Let’s Talk about the eFolder
Introducing Mastering Encompass® AI Helper: Free Access Now!
Let’s Talk about Plug-Ins and Consumer Connect
Let’s Talk about Loan-Level Accounting
Input Form Builder on Encompass® on the Web
How We Keep Getting Things Done With a Small Team
How to Use the Role Access to Documents Business Rule Correctly
Get Ahead of Workflow Updates Without the Stress!
How Do You Know You Have the Tech You Actually Need?
Getting Ahead with Encompass® on the Web
Exploring All Native Encompass® Tools for Sales and Operations Teams
Executive / Ownership Best Practices - Run Your Company Like a Master in Encompass®
Enhanced Conditions on Encompass® Desktop & on the Web
Part 2 - What’s New in Encompass® Web 24.3? Release Notes Preview
Part 1 - What’s New in Encompass® Web 24.3? Release Notes Preview
Will Fed Rate Cuts Follow October's Inflation Spike?
Encompass® 24.3 Desktop: Fixes You Need to Know
Feature Enhancements in Encompass® Version 24.3 Desktop - Must-See!
Closer Best Practices - Closing Like a Master in Encompass®
Creative Ways to Use Consumer Connect Sites vs. Widgets
Custom Fields and Life as an Admin
Disclosure Tracking, Changed Circumstances, Re-Baselines in Encompass®
Encompass® Plug-Ins and Better Ways to Visualize Important Data
Best Practices of Document Management Settings in Encompass®️
Best Practices of Milestones in Encompass®
Best Practices of Personas in Encompass®
Best Practices of User Groups in Encompass®
Best Practices of Using Custom Input Forms versus Native Input Forms
Encompass® 24.3 Update: What to Watch For!
Best Practices of Disclosure Tracking Settings in Encompass®
Best Practices of Custom Print Forms in Encompass®
Best Practices of Custom Fields in Encompass®
Best Practices of Condition Management Settings in Encompass®
All about Consumer Connect and How Others Are Successful Using It
Fed's Rate Cut - What Does This Mean?
Automation ISN'T the Secret to Success You Think It Is
Job Growth Stalls, But Home Prices Soar - What's Next?
Why ICE X25 Is Worth the Investment
Automate Initial Disclosures for TPO & Retail – Here’s How!
Is the Economy Slowing Down? 📉 Housing & Jobs Update!
Revolutionize Your Workflow with THIS New Scheduler!
Why Are Home Builders More Confident Than Ever?
🚨Inflation Spikes! What’s Happening with Home Prices?
Transform Your Underwriting Workflow: Automate with Encompass® Now!
How I Got 100K YouTube Subscribers in 90 Days
Stop Wasting Time: Automate Initial Disclosures with Encompass®!
Jobs Skyrocket, Unemployment Falls – Are We Headed for a Major Shift?
Master Encompass® Business Rules in Just 10 Minutes!
What's Really Costing You TIME with Encompass® Rules?
The Surprising Reason Home Prices are SKYROCKETING in 2024!
SDK is going away for Encompass®...Here's what matters
Sunset of Encompass® SDK: What's NEXT?
FED Makes BIG Rate Cuts
Encompass® Personas Explained: Key Tips You Need to Know!
How Workflow Reviews Can Help You: Simple Methods for Big Results
Inflation Update: Will the Fed Cut Rates?
Why You Need THIS Encompass® Training
Mastering Encompass® Web Tools: How to Use Them in Desktop
Labor Weakness Sparks Concerns
Big News! Unveiling Mastering Encompass® for Users
Home Prices Hit New High...Again - Market Update 9/3/24
How to Master Encompass® Workflow Engine: Unlock Its Full Potential
Big News: Rate Cuts Ahead! Market Update 8/26/24
Must-Know Updates for Encompass® Web 24.2
Mortgage Applications Secrets Revealed
How to WIN With Encompass® Opportunities
Master Enhanced Conditions in 5 Minutes!
Important Inflation Progress - Market Update 8/19/24
Quick Input Form Trick Revealed
Don't Make These 7 Mistakes in Your User Groups
Keep More $ With Your Workflow - Live from the NYSE Building!
Making My First $5 Million in the Mortgage Industry
Does Homeownership Still Offer Wealth Growth? Market Update 8/12/24
Stay Informed: Essential Updates for Encompass® Journey
Top Tips Every Encompass® Admin Must Know!
Unlock the Secrets of Encompass® Native Functionality
Experiencing Encompass® 24.2 Live: First Reactions
Hints at September Rate Cut? Market Update 8/5/2024
Critical Updates Checklist for Encompass® 24.2
3 Must-Know Reasons to Use Encompass® Web Now – Don't Miss Out!
The Future of Encompass® Desktop Through 2024 & Beyond
Will the Fed Drop Rates? Market Update 7/29/2024
Encompass® Web 24.2 Is (Almost) Live and What You Need to Know
Builder Sentiment & Sales Boost - Market Update 7/22/2024
Encompass TPO Connect® Updates & Why You Should Care
Big Inflation Updates - Market Update 7/15/2024
Enhanced Conditions - You Need These Now!
What's Happening in the Labor Sector? Market Update 7/8/2024
Encompass® 24.2 Web Release Notes Overview
Let’s Review the 24.2 Release Notes Highlights
Understanding how to leverage your Settings Reports and System Audit Trail to find it all
Encompass® 24.2 Fixed Issues Release Notes Review
Major Release 24.2 Feature Enhancements Walkthrough
Are Home Sales Lowering? Market Update 7/1/2024
When are there too many DDM rules and when to use them for your Encompass® platform
Median Prices at Record Highs! Market Update 6/24/24
Is the Fed Holding Rates Steady? Market Update 6/17/24
Business Rules rule your world, but are they killing your workflow and performance?
Big Discrepancy in Jobs Data... Market Update 6/10/24
How are your Loan Templates and Sets, and your Itemization Fee Management?
Progress Towards Fed’s 2% Inflation Target? Market Update 6/3/24
It’s all about the eFolder Baby… Documents, Document Conversion, & Conditions
🏡Homes Selling Fast - Market Update 5/28/24
Let’s Review Custom Fields, JIT Logs, Loan Folders, & Custom Print Forms
Home Builders Confidence Decline - Market Update 5/20/24
Encompass® Updates: Exciting Changes Ahead! 👀24.1.0.5 drops on 5/16/2024
Checking out your Personas, Organization/Users, Milestones, & User Groups
Opportunity in Housing Remains Strong - Market Update 5/13/24
Best Practices for General Performance Baselines, Admin Tools, & Plugins
Job Openings Hit 3-Year Low - Market Update 5/6/24
Encompass® Web Customizations
Inflation Progress Getting Harder - Market Update 4/29/24
Encompass® Web for Processing & Underwriting
Existing Home Sales Slip - Market Update 4/22/2024
Most Common Workflow Review Findings
Inflation Progress Stalls - Market Update 4/15/2024
Borrower Financial Education Is a Win for Everyone
Reviewing Encompass® 24.1 in Production Environments
Jobs, Jobs, Jobs - Market Update 4/8/2024
Progress Stalls on Inflation - Market Update 4/1/24
Encompass® Web for Sales Team
Rate Cuts? Market Update 3/25/24
How to Prepare for a Major Software Update
Live from the ICE X24 Show
Consumer Inflation Surprise - Market Update 3/18/24
Reviewing Encompass® 24.1 in Testing Environments
Job Data Revisions - Market Update 3/11/24
New Home Sales Jump! Market Update 3/4/24
Live from Lenders One Summit
Home Sales Rebound - Market Update 2/26/24
Pipeline Views and Dashboards
Exploring EPPS with Encompass® Web
Encompass® 23.3.0.5 Release Notes Review 2-23-2024
24.1 Encompass® TPO Connect Pre-Release Walkthrough with Larry Bailey
Evaluation Process for Selecting Technology
Personas and Roles
Inflation Surprises - Market Update 2/20/24
Encompass® 24.1 Release Notes (Part 2 of 2) Walkthrough from Larry Bailey
Encompass® 24.1 Release Notes (Part 1 of 2) Walkthrough from Larry Bailey
Encompass® on the Web 24.1 Pre-Release Notes Walkthrough from Larry Bailey
Will Home Prices “Extend to New Highs”? Market Update 2/12/24
Milestones Best Practices
DDM and Field Trigger Rules
Are Rates "Likely at Its Peak”? Market Update 2/5/24
Reflect, Refine, and Refocus: Strategies for the Rest of Q1 Beyond!
Mortgage Market Update - Key Inflation Measure Below 3%, New Home Sales, & Jobless Claims Move Higher - 1/29/24
Prepare for an Exciting Conference Season Ahead!
Home Builders Optimistic About 2024 - Market Update 1/22/24
E-Compensate by Awesome Technologies Inc.
Ticket Workflow vs. Collaborative Project Workflow: Which is Right for Your Organization?
Lower Inflation? Market Update 1/16/24
Encompass® Compliance Service Update 1-11-2024
Encompass® Docs Solution - EDS Update 1-13-2024
We have a new Podcast page for Mortgage.Community - check it out!
Plug-Ins, Automation, Workflow, and How They All Tie Together