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Closer Best Practices - Closing Like a Master 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.

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

❗Come each Tuesday at 4 PM ET and Thursday at 1 PM ET to join us live, or click here to watch the 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 383831621 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.

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

❗Come each Tuesday at 4 PM ET and Thursday at 1 PM ET to join us live, or click here to watch the 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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