Closer Best Practices - Closing Like a Master in Encompass®️
Manage episode 450287896 series 3548710
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Recording from November 14, 2023
Are you a Closer, or do you work with a Closer? This was the event for you. We covered how to close like a master on the Encompass® platform.
- Automate your closing conditions
- Discover how a closing comparison form can help see all of the changes on a file
- Don't get caught in the Itemization vs. Aggregate vs. CD Page 4 struggle
- Tie all of your loan programs to your Loan Program Templates
- MAVENT Preview vs. Review - when to use either
- Keep your Roles and 3rd Parties straight to ensure delivery of your closing packages
- Proforma CD - You BETTER be using this!
- Pre-Closing vs. Closing Docs and how the Persona updates in the Encompass® 23.3 update changed everything
⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and it is free to join.
Larry Bailey - Your Community Advocate
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