Listen "Checking out your Personas, Organization/Users, Milestones, & User Groups"
Episode Synopsis
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!Check out some best practices regarding how you manage your personas, user groups, as well as organizational structure of your user folders. Lastly, we go over milestone templates, and what you should never do with your loan template sets. Tune in to find out everything!Larry Bailey - Your Community Advocate© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.
More episodes of the podcast Mastering Encompass®
New Year, Real Encompass® Questions Answered
09/01/2026
What Questions Are Coming Up in Encompass®?
17/12/2025
Wrap & Ship: Post-Closing & Trailing Docs
06/11/2025
Closing Countdown: ICD to Closing Docs
22/10/2025
Final Pass: Processing + Underwriting CTC
08/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.