Mastering Encompass® Live - Admin Checklist, Community Updates and more

26/11/2024 34 min
Mastering Encompass® Live - Admin Checklist, Community Updates and more

Listen "Mastering Encompass® Live - Admin Checklist, Community Updates and more"

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!Recording from June 1, 20231. The correct website to go to join is www.MasteringEncompass.com2. That idea of doing breakout sessions for Sales, Processing. Underwriting, Post-Closing, and Secondary at the Regional Encompass® Workshops is a good idea to get more people to come3. The Admin Checklist for Release Notes is a good reminder for what needs to be done with updates4. How to leverage the DateDiff function in Custom Loan Fields in Encomapss® to be able to compare two different date fields5. That you can request from ICE Mortgage Technology™ support team for them to turn on the "Rebuild Pipeline" setting to have your older loans show any new calculated custom fields with the calculated values6. If you have a 3rd party plugin to do batch updates, it may act as a substitute for the "Rebuild Pipeline" native feature7. Larry needs to send out better instructions to have people join meetings! 😝Larry Bailey - Your Community Advocate© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.