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Best Practices of Document Management Settings in Encompass®️ by ICE Mortgage Technology®

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Content provided by Larry Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed:

  • Role Access to Documents business rules
  • Document Stacking Templates for eFolder and Shipping
  • Using the Protected Document workflow for Underwriting
  • How to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)
  • Off-Site storage of your documents

Make sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.

👉Click here to watch the full replay: www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

113 episodes

Artwork
iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 26, 2024 16:15 (5M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 387999730 series 3391879
Content provided by Larry Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed:

  • Role Access to Documents business rules
  • Document Stacking Templates for eFolder and Shipping
  • Using the Protected Document workflow for Underwriting
  • How to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)
  • Off-Site storage of your documents

Make sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.

👉Click here to watch the full replay: www.MasteringEncompass.com
Mortgage Workflow Partners Inc.
888-522-7181
info@MortgageWorkflowPartners.com
Mortgage Workflow Partners Inc. is a Premier Member of the ICE Mortgage Technology™ Consulting Partner Program

© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

113 episodes

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