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Mastering Encompass®

Larry Bailey

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A podcast as your companion to the Mortgage.Community information we continue to share. The community is free to join for everyone, regardless of where you work. Most importantly, we focus on workflow and "Best Practices" to help as many of our community members as possible. We focus our conversations, support, insights, and help to those leveraging the Encompass® platform. Join the community today at this link - https://mortgage.community
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Encompassed – Bronx Science Stories

Encompassed – Bronx Science Stories

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Encompassed is an oral history-style podcast series and interactive timeline exploring nearly eight decades of 77 years of Bronx Science alumni’s experiences. The interviews revolve around “encompassing moments"–experiences that both immersed the young student in discovery and, like a compass, provided direction for the next steps of his or her life. Listen to the first thirty conversations now, and keep an eye out for new episodes every month.
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This podcast is just one of the places to find out more about how to master the Encompass® Platform. Be sure to visit our entire community and all of the resources you will find there - www.MasteringEncompass.com Here is a brief description of who we are and what we do: We review and improve your workflow, technology, and how you leverage the Encompass® platform. Our mission is to improve your company. We focus on your workflow before your technology. Our purpose is to help as many people an ...
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Let us know what questions you have. Give us feedback too. Week of October 28, 2024 in Review There was a mix of tricks and treats during a busy week of labor, housing and inflation data. Job Growth Stalls in October Private Sector Job Growth Surges, Wages Moderate JOLTS, Jobless Claims Show Labor Sector Weakness Consumer Inflation Making Progress …
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Let us know what questions you have. Give us feedback too. Larry Bailey and Amy Blum discuss the value of going to ICE X25 by ICE Mortgage Technology in March 2025. We know budgets are always a real thing, but when you have what could be the biggest value opportunity for you, you should commit to reviewing and exploring everything possible. These e…
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Let us know what questions you have. Give us feedback too. Want to know more about how to automate your initial disclosures for your TPO Connect site? How about your initial disclosures for your Retail files? Listen in for details on how to ensure that your loan files are ready for disclosures either way. ⭐Join us for live discussions every Tuesday…
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Let us know what questions you have. Give us feedback too. Week of October 21, 2024 in Review September brought mixed news on home sales while unemployment filings suggest that employers have slowed down their pace of hiring. Read on for these stories and more: Existing Home Sales Slide for Second Straight Month New Home Sales Beat Estimates Contin…
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Let us know what questions you have. Give us feedback too. Check out how to use the brand new scheduler that you will find with Encompass®️ web settings in your environment right now. Learn how to use it to not only send out notifications but also order services and set and manage tasks as well as conditions. The options to improve your workflow ar…
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Let us know what questions you have. Give us feedback too. Week of October 14, 2024 in Review New home construction eased in September, but home builders are feeling more positive about the future. Here are these headlines and more: Home Builder Confidence Rises for Second Straight Month New Construction Slowed in September Retail Sales Beat Estima…
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Let us know what questions you have. Give us feedback too. Week of October 7, 2024 in Review Inflation was hotter than expected in September, but there is important context to those headlines. Plus, another index showed rising home prices. Read on for these stories and more: Softening Shelter Crucial to Consumer Inflation Annual Wholesale Inflation…
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Let us know what questions you have. Give us feedback too. Learn how to automate your underwriting workflow with Encompass®️ native functionality fully. We cover the step-by-step process to leverage everything you already have in your hands to produce something that can be truly powerful for your company. ⭐Join us for live discussions every Tuesday…
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Let us know what questions you have. Give us feedback too. In just 90 days, we hit 100K subscribers on YouTube! 🎉 In this video, I share the exact strategies that helped us grow so quickly and how you can apply them to your own channel. From leveraging promotions and tools like vidIQ to understanding our audience and creating the right type of cont…
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Let us know what questions you have. Give us feedback too. We know you want to get your initial disclosures out to borrowers as quickly and efficiently as possible while ensuring they are as complete as possible. Listen to Larry Bailey reviews all the steps to make that happen in your Encompass® today. Join us each Tuesday at 4 PM ET for the live s…
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Let us know what questions you have. Give us feedback too. Week of September 30, 2024 in Review Job growth in September was stronger than expected, while the unemployment rate ticked lower. Here are last week’s headlines: Big Upside Jobs Surprise Private Sector Job Growth Rebounds, Wages Moderate Uptick in August’s Job Openings Not Whole Story Is G…
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Let us know what questions you have. Give us feedback too. Business rules are one of the main ways to customize your Encompass® platform. Learn what they are all about and how to use them in the best possible ways. The rules include, Field Triggers, Persona Access rules, Milestone Completion, Loan Form Printing, Automated Conditions, and Field Data…
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Let us know what questions you have. Give us feedback too. Do you really understand when to use Encompass® desktop business rules versus web workflow rules? Do you know how to use them in concert with each other? Did you think about using a Scheduler to update a custom field? Listen in for knowledge, suggested solutions, and updates that may help y…
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Let us know what questions you have. Give us feedback too. Week of September 23, 2024 in Review Consumer inflation continues to moderate while home prices hit another record high. Plus, housing market activity is slowly increasing on the heels of lower mortgage rates. Read on for these stories and more: Consumer Inflation Trending in Right Directio…
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Let us know what questions you have. Give us feedback too. I explain how you should best prepare for the upcoming changes to your Encompass® platform as ICE Mortgage Technology® sunsets the SDK access by October 2025. Listen for the steps and insights to assist you during this time of change. Custom developed SDK from vendors or home-grown solution…
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Let us know what questions you have. Give us feedback too. Listen for how to prepare and manage your Encompass®️ now that the announcement from ICE Mortgage Technology®️ regarding the sunset of the Encompass®️ SDK has been made. We discuss the best outcomes and the best ways forward. Listen to the end to find out about natively automating your MIN …
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is the market review for the week of September 16, 2024. The Fed started its rate-cutting cycle with an aggressive move, while housing construction ramped up in August due in large part to lower mortgage rates. Here are the headlines: Fed Cuts Rates 50 …
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Let us know what questions you have. Give us feedback too. Understanding what a Persona is on the Encompass® platform and how you should configure them is everything! Check out what you should be doing now. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel! Larry Bailey - Your Community Advocate © 2024 Mortgage Workfl…
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Let us know what questions you have. Give us feedback too. Conducting Workflow Reviews is essential to every business, especially when change is approaching. Today's meeting covered all the vital parts, like documentation, accountability, opportunities for automation, unwinding unneeded/unnecessary technology, and outsourcing opportunities. Find ou…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of September 9, 2024 in Review The latest inflation readings keep the Fed on track to cut rates at their meeting this week, while an important survey sheds light on expectations for home prices. Here are the headlines: More Progress on C…
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Let us know what questions you have. Give us feedback too. ⭐ Learn More Here I created the Mastering Encompass®️ training platform to help others in every way possible. Whether you're a first-time user or a seasoned veteran, I guarantee I'll teach you things you never knew you could do so well while using the Encompass®️ platform. Learn everything …
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Let us know what questions you have. Give us feedback too. You need to know how to leverage the best tools within Encompass® Web to make your Encompass® Desktop perform at its best for your company and each team member. Listen in as we discuss using the scheduler, notification templates, Investor Connect®, card-based workflows, and Opportunities fo…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of September 2, 2024 in Review A full week of jobs data showed that the labor sector continues to slow, while another appreciation report revealed that national home values are still rising. Read on for these stores and more: Job Creatio…
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Let us know what questions you have. Give us feedback too. ⭐ Learn More at KnowledgeCoop.com Ken Perry and Larry Bailey discuss why bringing Mastering Encompass® for Users to the Knowledge Coop offers the information with the system to help everyone learn. Listen to the story of how it all came to be and why just having the technology is not good e…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 26, 2024 in Review The latest inflation readings keep the Fed on track for a rate cut in September, while home prices continue to appreciate nationwide. Here are the top stories: Consumer Inflation Continues to Moderate Home Pr…
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Let us know what questions you have. Give us feedback too. Learn what Workflow Engine in Encompass® is and how you can leverage Workflow Engine for automation and efficiency in your Encompass® platform today. You have everything you need at your fingertips, now you just need to learn how to use it. Listen and find out in this episode. ⭐Join us for …
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 19, 2024 in Review The Fed signaled rate cuts ahead while New Home Sales surprised to the upside. Here are the top stories: Powell Confirms, “The Time Has Come For Policy To Adjust.” Existing Home Sales Snaps Four-Month Losing …
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Let us know what questions you have. Give us feedback too. Encompass® Web 24.2 was delivered from ICE Mortgage Technology® on 8/18/2024. These are the top 10 updates that I think are important to focus on while using Encompass Web. Larry Bailey - Your Community Advocate © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.…
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Let us know what questions you have. Give us feedback too. Learn what to do and what not to do with these insider secrets of how a mortgage application should be completed to give you the best chances. Also, listen in for what to do if you get turned down. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel! Larry Baile…
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Let us know what questions you have. Give us feedback too. Is your sales team using Encompass® Opportunities yet? If not, watch and learn what they are missing out on. Easily create and manage borrower opportunities for new or existing loans on the go, with current pricing as needed. Check out all of the reasons to try Encompass® Opportunities now.…
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Let us know what questions you have. Give us feedback too. Enhanced Conditions give you critical advantages over standard conditions. Find out what you need to know to keep using the best features and configurations on the Encompass® platform. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel! Larry Bailey - Your Comm…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 12, 2024 in Review Inflation made important progress lower in July while homebuilder confidence and new construction slowed. Read on for these stories and more: Consumer Inflation Falls Below Key Milestone Wholesale Inflation C…
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Let us know what questions you have. Give us feedback too. When you build a custom input form, I have found it is best to structure them like a pyramid. Whether you’re starting at the top or starting at the bottom, it’s always beneficial to think about structuring your input forms this way. Watch the video for more instructions. 👉 Watch the Full Vi…
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Let us know what questions you have. Give us feedback too. Don't make these 7 mistakes with your User Groups in your Encompass® platform. Always watch for serving up resources appropriately, especially with your All Users User Group. Organization is important in your user hierarchy, too. Be sure to leverage the Settings Report to help you document …
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Let us know what questions you have. Give us feedback too. Today’s call was all about money so why not have the meeting from the NYSE building? We reviewed the top 5 places to find and keep money through your workflow. These are ideas that even the most efficient companies can implement to find and keep money. Also, listen for more details about th…
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Let us know what questions you have. Give us feedback too. I show you how I made almost $5 million in my mortgage career so you can know what to do too. No guarantees, but I bet if you follow along, you will learn what you need to make your own opportunities a reality. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 5, 2024 in Review The latest home price indexes showed that wealth creation opportunities remain in homeownership. Plus, there were more signs that the labor sector is slowing. Read on for these stories and more: Home Price Gai…
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Let us know what questions you have. Give us feedback too. Preparing your company for Encompass® Web is easy if you have a plan and the right resources. I review exactly what you need to do in order to be prepared every step of the way. Training, EPC, New Doc Viewer, Enhanced Conditions, Business Rules review and clean up, SDK and Plugin inventory,…
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Let us know what questions you have. Give us feedback too. As an Encompass® Administrator, one of the things that you can do is make a lot of money and have a great career by understanding how to leverage the Encompass® platform for the company that you work for. This channel is all about mastering Encompass®, which happens to be a loan origination…
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Let us know what questions you have. Give us feedback too. Check out the details of what you should be focusing on when it comes to the secrets you have at your fingertips. There is a powerhouse of native functionality which you should be exploiting throughout your workflow. ⭐ Listen for all of the details and join us each Tuesday at 4 PM ET at Mor…
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Let us know what questions you have. Give us feedback too. Encompass® 24.2 is in our Testing Environments now, and I wanted to share my first reactions to the updates. This video is also a great reminder of what we should see and do on our desktop and web versions in preparation for the Production Environment update later this month by following al…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 29, 2024 in Review The Fed held rates steady but hinted that the time for a cut may be approaching. Plus, there were more signs that the labor sector is weakening while home prices hit a new high. Here are last week’s headlines: …
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Let us know what questions you have. Give us feedback too. I review the most important parts of the Admin Checklist so you remember what you need to do with the Encompass® major update to 24.2 happening on 8/17/2024. Don't miss these critical steps in your platform update! ⭐ Click here to watch the video and make sure to subscribe for more Encompas…
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Let us know what questions you have. Give us feedback too. Find out the top 3 reasons to begin using Encompass® Web now. You will learn what is so special, what it means to move from desktop to web, and a live example of how Encompass® Web is making a difference, especially for your sales team. ⭐ Click here to watch the video and make sure to subsc…
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Let us know what questions you have. Give us feedback too. This week we discussed the current state and the future of Encompass® Desktop through 2024 and beyond. Find out the top things that you need to be focused on, as well as how Encompass® Web will be assisting everyone. Don't fall behind already, as everyone gets ready for plenty of change com…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 22, 2024 in Review The Fed’s preferred inflation measure, annual Core PCE, remained at a three-year low while home sales were subdued in June. Plus, economic growth in the second quarter surprised to the upside. Here are last wee…
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Let us know what questions you have. Give us feedback too. This episode was all about almost having Encompass®️ Web 24.2 in our hands, but we still found value in sharing insights and ideas and experiences across all of the community members. Tune in to make sure you understand the four pillars of success when it comes to Encompass®️ Web. ⭐Join us …
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 15, 2024 in Review Home builder sentiment remains below a key threshold while there was an important caveat to the rise in construction projects last month. Plus, more signs are signaling a slowdown in economic activity. Read on …
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Let us know what questions you have. Give us feedback too. If you use Encompass TPO Connect®️ either as a lender or as a broker, check out today’s episode which highlights exactly what’s coming to your screen with the 24.2 release happening in August 2024. Definitely not something to miss, so check it out. Join us live each Tuesday at 4 PM ET to ge…
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Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 8, 2024 in Review Consumer inflation cooled in June, while wholesale inflation surprised to the upside. Plus, Fed Chair Jerome Powell acknowledged that elevated inflation isn’t the only risk to our economy. Read on for these stor…
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