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24.1 Encompass® TPO Connect Pre-Release Walkthrough with Larry Bailey

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Manage episode 402429374 series 3548710
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.

I provide an overview of the recent TPO Connect release. I discuss the process from initial confirmation to going live, highlighting the extraordinary situation and the help received from Joe and Ron. I go through the release notes, mentioning important updates such as the new status tracker setting and the registration-related settings. I also talk about the new EPPS special product setting and the enhancements to the services management setting. Finally, I touch on fixed issues and improvements, including the display type option and the addition of required fields. Watch to stay updated and take action where necessary.
00:00 Release Overview
02:09 New Status Tracker Setting
04:07 Override Privacy Policy URL
06:09 EPPS Special Product Setting
09:05 Loan Processor Organization Settings
12:17 Required Fields on LA2020
14:41 Order Credit Report Step, Miscellaneous Fixes

Larry Bailey - Your Community Advocate
Contact me anytime at Larry@atihelps.com
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 402429374 series 3548710
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.

I provide an overview of the recent TPO Connect release. I discuss the process from initial confirmation to going live, highlighting the extraordinary situation and the help received from Joe and Ron. I go through the release notes, mentioning important updates such as the new status tracker setting and the registration-related settings. I also talk about the new EPPS special product setting and the enhancements to the services management setting. Finally, I touch on fixed issues and improvements, including the display type option and the addition of required fields. Watch to stay updated and take action where necessary.
00:00 Release Overview
02:09 New Status Tracker Setting
04:07 Override Privacy Policy URL
06:09 EPPS Special Product Setting
09:05 Loan Processor Organization Settings
12:17 Required Fields on LA2020
14:41 Order Credit Report Step, Miscellaneous Fixes

Larry Bailey - Your Community Advocate
Contact me anytime at Larry@atihelps.com
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

50 episodes

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