Mastering Encompass®

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Our first Encompass® Ask Me Anything of the year is here.
Real questions, real screens, real solutions.
Missed it? Join us every other Tuesday at MasteringEncompass.com or watch the replay at https://masteringencompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/masteringencompass

Larry Bailey...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

We turned our Admin Workshops into a full “Ask Me Anything.” No scripts, no filters, just real Encompass® issues, real screens, and real solutions in real time. Watch the replay at https://masteringencompass.com

❄️ This was our final workshop of 2025, and we’re grateful for the questions and engagement you brought all year. Wishing you a rest...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

We turned our Admin Workshops into a full “Ask Me Anything.” No scripts, no filters, just real Encompass® issues, real screens, and real solutions in real time. Watch the replay.

💬 Have an Encompass® question you want solved? Be there for the next AMA on December 16 @ 4 pm ET: https://masteringencompass.com

👉 All our links in one sp...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to the FINAL part of our 12-part live series, "From First Click to Final Docs." Don’t miss future workshops—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

🎉 We just wrapped our 12-part Encompass® workshop series. This truly became the blueprint I would...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 11 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Once a loan is closed, the real work begins. In this workshop, we’ll cover w...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 10 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

This is the final sprint. We’ll show you how to coordinate with title, ens...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 9 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

When you’re this close to the finish line, execution matters most. We’ll focus on...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 8 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Disclosures aren’t just documents—they’re legal time bombs if mishandled. This session helps...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 7 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Secondary might feel like a black box—but it’s where money is made or lost...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 6 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Underwriters are partners, not barriers. Let’s focus on how to present a perfect packa...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 5 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Processing is where loans win or lose speed. We’ll look at proven steps to...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

📘 Our first book is here! Workflow Before Technology reveals why mortgage companies that fix operations first win more—and how you can, too.
👉 Start reading: https://a.co/d/alVgXGY

Week of July 21, 2025 in Review

Existing home sales dropped more than expected in June, while new home sales rose slightly b...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 4 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

The right disclosures at the right time are not just compliance—they’re confidence bui...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

📘 Our first book is here! Workflow Before Technology reveals why mortgage companies that fix operations first win more—and how you can, too.
👉 Start reading: https://a.co/d/alVgXGY

Week of July 14, 2025 in Review

Tariffs had less impact on inflation than expected, home builder confidence stayed low, and single-fami...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of June 30, 2025 in Review

Mixed messages are swirling in the latest job market data. What does it all mean? Read on for key details on job gains, openings, unemployment and more inside.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 3 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Your borrower’s first ‘real’ step begins here—and we want to ensure it’s seamless...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of June 23, 2025 in Review

The Fed's preferred inflation gauge exceeded expectations in May. Meanwhile, the housing market saw soft home sales, although annual home prices continued their rise in April. Continue reading for more details and analysis.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of June 16, 2025 in Review

Due to ongoing economic uncertainty, the Federal Reserve has decided to keep its benchmark Federal Funds Rate unchanged. This environment has also contributed to a slowdown in both the construction and retail sectors. Additionally, unemployment claims are trending higher. Read on for further analysis and details.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 2 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Before a loan even becomes an application, there are critical checkpoints that make the rest...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ You're listening to Part 1 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—join us live every other Tuesday at 4 PM ET at https://masteringencompass.com

Larry Bailey kicked off a 12-part series on mastering Encompass® for mortgage operations. Th...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of May 19, 2025 in Review

Housing showed mixed signals in April, with existing home closings disappointing while new home contracts hit a three-year high. Job market data revealed similar contrasts: new unemployment claims remained low, but ongoing claims reached their second highest level since late 2021. Continue reading for more details.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com — it’s the best time to ask questions and connect in real-time.

This week, we dug into how to build and manage a help desk that actually helps—not just resolve issues, but train your team, unco...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of May 12, 2025 in Review

Inflation came in lower than anticipated in April, indicating that tariff effects haven't fully appeared in economic data yet. Meanwhile, home builder confidence has dropped this spring amid economic uncertainty, with construction activity showing a slowdown. Continue reading for these and additional market updates.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

✅ Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com — it’s the best time to ask questions and connect in real-time.

This week, we covered a ton of game-changing updates—free courses you might have missed, a 14-day trial for our admin coaching program, and the latest feat...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of May 5, 2025 in Review

The Federal Reserve maintained its pause on interest rate cuts, taking a cautious "wait and see" approach amid ongoing uncertainty about tariff impacts. Meanwhile, housing markets nationwide continue to show price increases, while job seekers are encountering more difficulties. Read on for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of April 28, 2025 in Review

Economic updates last week revealed that the labor market showed some weakness, first quarter economic growth contracted, the Fed's preferred inflation measure slowed, and home prices continued their upward trajectory. Here are more details on these key developments.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of April 21, 2025 in Review

Home sales showed mixed results for new and existing properties in March, while the Federal Reserve's latest Beige Book highlights how trade policy uncertainty is affecting businesses nationwide. Read on for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This week, we explored how to make the most of native Encompass features and why third-party services should be a last resort. We talked about the evolution of plugins, the risks of vendor lock-in, and how to prep for the upcoming SDK transition. We also shared ways to innovate your workflows using built-in automation and secure...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of April 14, 2025 in Review

Fed Chair Jerome Powell warned of a possible "challenging scenario" on the horizon. Meanwhile, retail sales in March saw a boost from consumers making purchases before tariffs took effect. At the same time, home builders remain cautious amid ongoing economic uncertainty. Read on for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

👉 Watch the video interview here

In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Zach Sharkey from SharkeyByte.

Check out this episode with Zach to understand more about third-party plug-ins and how they can be efficiently...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of April 7, 2025 in Review

While inflation came in lower than anticipated in March, this positive development was overshadowed by ongoing news about trade tariffs. Read on for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

👉 Watch the video interview here

In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Dan Smokoska.

If you happen to be in Mortgage Loan Origination and want to know more about social selling, then you need to chec...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Leveraging data to run your business through modern Encompass® Data Workflows is how every company can find efficiencies. Are you ready? Do you know how? Listen in for insights to get inspired, discover the best strategies, and how to implement them now. Join us every other Tuesday at 4 PM ET. Get involved in the Mastering Encompas...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of March 31, 2025 in Review

March saw stronger-than-expected job growth, but the labor sector continues to deliver mixed messages. However, this news was overshadowed by the announcement of reciprocal tariffs. Read on for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

👉 Watch the video interview here

In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Mike Kelleher from Adopt The Brand.

Mike has had a professional lifetime of insights, connections, and experiences. Listen to his insights when it come...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of March 24, 2025 in Review

The Federal Reserve's key inflation gauge moved in the wrong direction in February, a concerning development. However, signed contracts for new and existing homes rebounded after a sluggish start to the year, and home prices nationwide continued to show solid growth. Read on for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

👉 Watch the video interview here

In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of interviews with top voices in the mortgage industry—including Dale Vermillion of Mortgage Champions.

See if you can spot the 25 knowledge bombs that Dale drops during this 18 minute conversation. The conversation...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of March 17, 2025 in Review

The Federal Reserve kept interest rates unchanged, as anticipated, while unveiling its latest economic projections. Meanwhile, existing home sales and housing starts exceeded expectations, even as home builder confidence declined. Read on for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of March 10, 2025 in Review

Inflation pressures moderated in February, and January job openings exceeded expectations. However, a closer examination of the data uncovers important insights. Continue reading for these updates and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Watch the replay to dive into input form optimization, SDK transition updates, and key takeaways from the ICE conference. We covered best practices for customizing forms, the benefits of the web interface, and upcoming free courses on automation and compliance workflows. Plus, get the latest on SDK acknowledgments and why precise terminology matters.

👉 Visit our...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of March 3, 2025 in Review

Turbulence is building in the labor market, while recent reports show that homeownership remains a fantastic investment opportunity. Continue reading for these insights and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Struggling to find time for projects? Watch the replay to learn how to break the cycle. We covered time management challenges, prioritization strategies, and ways to communicate workload value. Get practical tips on staging projects, managing expectations, and securing support—watch now!

👉 Visit our Linktree

Larry Bailey - Your Community Advocate
© 2025 M...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of February 17, 2025 in Review

Sales of existing homes declined in January but are projected to increase throughout the year. Meanwhile, concerns over tariffs have led home builders to adopt a more cautious stance. Read on for further insights.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Missed the live session? Watch the replay to catch up! We covered key updates in Encompass 25.1, workflow optimization with notification templates and schedulers, and automation strategies to boost efficiency—no developer needed. Watch now and start implementing these game-changing features!

👉 Visit our Linktree

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Part...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of February 3, 2025 in Review

Labor sector reports indicated a mix of strengths and weaknesses, while annual home appreciation continues to show solid performance nationwide. Continue reading for these insights and more.

Let us know what questions you have. Give us feedback too.

📰 Click here to read the full article

Week of February 3, 2025 in Review

Labor sector reports indicated a mix of strengths and weaknesses, while annual home appreciation continues to show solid performance nationwide. Continue reading for these insights and more.

⭐️ Check out our Mastering Encompass® Community

👉 Visit our Linktree

To sub...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of January 27, 2025 in Review

The Fed held rates steady, inflation aligned with projections, and low existing home inventory boosted signed contracts for new homes. Read on for these stories and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

In the world of Encompass® Web, distinguishing fact from fiction is essential to making informed business decisions. With so much information circulating, it's crucial to rely on accurate, verified insights. By actively listening to what we share, you'll gain the clarity and confidence needed to navigate Encompass Web effectively. Let’s ensure that what you’ve heard ali...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Want to unlock the full potential of Enhanced Conditions in Encompass? Larry Bailey breaks down the how, why, and when, clears up misconceptions, and shares testing and automation strategies to streamline your LOS. Plus, get updates on the ICE Experience event, new community app, and key release notes.

👉 Visit our Linktree

Larry Bail...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of January 20, 2025 in Review

December’s Existing Home Sales hit their highest level since February, while real-time rental data could bode well for future inflation readings. Read on for these stories and more:
- Existing Home Sales Rose for Third Straight Month
- Real-time Rental Data a Good Sign for Inflation...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Discover how to align personas and user groups with your company’s workflows for smoother operations in Encompass. Learn why focusing on job functions, documenting workflows, and managing permissions effectively can transform your setup. Don’t miss these actionable tips and best practices.

👉 Visit our Linktree

Larry Bailey - Your Community Advocate
©...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

⭐️ Going to ICE X25? Come to our Warp-Up Event!

Week of January 6, 2025 in Review

Despite December’s strong headline job gains, which were well above forecasts, there are signs of weakness elsewhere in the labor sector. Home prices also continue to appreciate on an annual basis. Read on for these top stories and m...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

2025 is all about turning conversations into actions. Our workshop series started this week and it was an absolute smash hit. Check out the replay for all the details of best practices surrounding workflow reviews and technology review reviews. Also make sure you join the Mastering Encompass® community for all of these replays and details and resource...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of December 30, 2024 in Review

There were updates on Pending Home Sales, home price appreciation and unemployment claims during an otherwise quiet week where the markets were closed on Wednesday for New Year’s Day. Read on for these headlines and more.

Let us know what questions you have. Give us feedback too.

⭐Join us for live discussions & workshops in our NEW Mastering Encompass® community! - https://masteringencompass.com - Everyone is welcome and it is free to join.

👉 Visit our Linktree

I’m excited to share the plans for Mastering Encompass® in 2025! We’re launching a brand-new community website that will make it easier than ever to collaborate, share resources, and navigate with an improved user experience. Our workshops are also getting a refresh—starting next year, they’ll be held every other Tuesday (1st and 3rd Tues...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of December 16, 2024 in Review

The Fed cut rates, though they pared back their forecasts for additional cuts next year. Inflation was cooler than forecasted, while existing home sales moved higher and builders feel more optimistic about sales next year. Read on for these top stories.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of December 9, 2024 in Review

Consumer and wholesale inflation moved higher in November, while the latest unemployment filings also surprised to the upside. Learn more in these top stories:
- Annual Consumer Inflation Inches Upward
- Wholesale Inflation Hotter Than Forecasted
- Initial Jobless Claims Spike Higher
- Family Hack of...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Want to know how to build an "Under Construction" web input form and why need to do it? Listen in for the details of the what, how, and why as we discuss the changes of adding the "Open Web View" button into Encompass® Desktop. Don't give your team a bad first impression if you have not set...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Could this be our last community event of 2024? Well, it certainly is the last major update of 2024, with Encompass moving to version 24.3. Check out our packed community meeting filled with insights, questions, and answers from the community to the community. Stay tuned for future announcements regarding the Mastering Encompass® community set to launch in 2025. Stay tuned fo...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of December 2, 2024 in Review

Despite strong headline job gains reported for November, there are signs of underlying weakness in the labor sector. Meanwhile, home prices continue to appreciate on an annual basis. Read on for these top stories and more.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Even with my voice gone, the value just keeps coming from the community! Check out out the community talked about averaging Encompass® web settings to leverage their desktop experiences with notifications, schedulers, and workflow rules. Also be sure to join us for the Wrap Up event happening on March 13, 2025 in Las Vegas. Seating is limited to a tot...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from September 25, 2022

Thanks for listening. If you ever want to chat about the kind of help you need for your mortgage operation, please let us know.

https://www.mortgageworkflowpartners.com/contact

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from July 18, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from November 8, 2023

We had a great time talking about everything Underwriting today. We covered how to use an Underwriter Comparison form, truly Automated Enhanced Conditions, the best ways to use the File and Document Manager, and also how to leverage a floating Notes panel to get your underwriter to get all of...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from July 13, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Week of November 25, 2024 in Review

There was a full plate of inflation, housing and economic data ahead of the Thanksgiving holiday. Read on for these top headlines.

• Progress Stalls on Inflation
• Hurricanes, Higher Rates Hurt New Home Sales
• Pending Home Sales Beat Estimates
• Home Price Gains Continue
• Third Quarter GDP...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from November 21, 2023

Whoever says Quality Control is not the heartbeat of the organization obviously needs to listen to this replay. On this episode, we covered:

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from March 15, 2023

We had a great time, and what a way to restart our monthly Encompass® Admins meetings. Here is a general review of the main topics, but watch or listen for the whole experience

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from July 25, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from September 10, 2023

Using Encompass®? 

You can update your Test environment to 23.3 now! (9-10-2023)

You will want to run 23.3 and 23.2.0.2 simultaneously on the same computer for testing and configurations. 

Click here to watch a short Youtube video showing how to set your PC up to run bot...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from October 5, 2023

While there is no guaranteed way to prevent wire fraud to protect you and your borrowers, we discuss important methods, workflows, and third-party companies that can help. Listen to the conversation to find ideas and insights to help make changes to protect your company and your borrowers.

Larry...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from December 7, 2023

We just went over some great topics to think about when focusing on Operations Management Best Practices. Leverage your pipeline views and dashboards, but be sure to also consider using data visualizers like the Bullseye Platform from Awesome Technologies ($600 for the whole company regardless of users) to help you see...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from August 31, 2023

August 2023 was the first Annual Partner Appreciation Month, and we want to send out special thanks to everyone who helped make it possible.

First, thanks to the Mortgage Community. Without you, none of this matters. Next, in the order of appearance:

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from June 13, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Here is what we covered at today's event:
1. Pipeline Views and Dashboards - How to master them
2. The Masterin...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from January 10, 2024

Uncover the true impact of plugins and automation within your Encompass® environment on your workflow's efficiency. Are you optimizing your workflow or letting technology dictate the pace? Join us as we delve into these critical questions and engage in lively community discussions, unraveling the intricate interplay between plugins, automati...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from November 30, 2023

Who knew there so many people who were using Dashboards for Post-Closing teams. Today we talked about how to post-close in Encompass® like a master. From leveraging the Shipping Detail, Collateral Tracking, Condition and Document Management, as well as the robust discussion on hybrid e-close, you will want to watch...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

2024 is certainly had a lot of peaks and valleys and I hope that yours had more peaks! We review what has happened and all of the innovations to be prepared for going into 2025 together as an admin community using Mastering Encompass® to motivate us all. Check out the question from one of the community members at the e...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Closings on existing homes rebounded in October. And while we saw a pullback in new construction last month, home builders are feeling more positive about the future. Here are the top stories.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

⭐Check out the Mastering Encompass® AI Helper here

For the very first time, you now have artificial intelligence helping you understand how to Master Encompass® even better! Check out our huge announcement that we know is already making impacts to help admin and users. You can use it for free during December. We look forwar...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from June 16, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Here is what we covered at today's event:
Let’s Talk about the eFolder
1. Working with Conditions
2. Working wi...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from August 1, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from October 24, 2023

Check out how you can leverage so much more from the Encompass® platform by ICE Mortgage Technology™ in your sales process. We reviewed the Best Practices of file and conversation flow, how to use the Opportunities to create "Sandbox" options for Borrowers to choose. And check out how you can le...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from October 31, 2023

Today was all about the Loan Processor and what I have found to help master the position in Encompass®. Leveraging Workflow Tasks, File Manager, Document Manager, Document Expirations, and Borrower Communications are all covered in this event. We would love to hear your feedback on what you think works be...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from June 1, 2023

1. The correct website to go to join is www.MasteringEncompass.com
2. That idea of doing breakout sessions for Sales, Processing. Underwriting, Post-Closing, and Secondary at the Regional Encompass® Workshops is a good idea to get more people to come
3. The Admin Checklist for Release Notes is a good r...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from June 13, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event. Here is what we covered at today's event:

Let’s Talk about Plug-Ins and Consumer Connect
1. What Are Plug-Ins Really Wor...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Balancing current workflows with new updates can be challenging. Watch this replay to discover best practices for keeping your team organized, your documentation up-to-date, and tackling new releases with ease. Say goodbye to the stress of updates—tune in now!

✔️ Want help with your Encompass® or workflow? Learn more and reach out to us at https...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from July 11, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from October 28, 2023

2023 is coming to a close as fast as you can imagine, and we are certainly not slowing down. As a new and very small business, we need to operate efficiently and effectively, and our impact needs to be far bigger than our effort. Think about dropping a pebble into a...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from July 27, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from October 12, 2023

Check out what our special guest speaker, Amy Blum, had to say regarding Loan-Level Accounting and how they leverage their workflow to manage their files. Making sure you are tracking the money you are actually keeping is top priority for all businesses. 
Credit to Public Enemy vs. Benny Be...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from July 20, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from December 14, 2023

Today was out last live Community event of 2023 and we went out talking about a great topic. If you were wondering what other companies are doing to keep their eyes on the most critical information as owners or executives, you need to listen to this episode. We covered how to...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from June 29, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from August 3, 2023

Larry Bailey hosts this live event with other Encompass® Admins and Users. These meetings are for open conversation, but we cover specific topics at each event.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Recording from October 18, 2023

We talk about how you know you have the Tech you actually need. This includes what tech is used and why. Also, are the results of the tech measured in saved or made money? Does your technology result in duplication of what you already have natively? Is any of your...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This is the release I’ve been waiting for all year as it expands the capability and usability of Encompass® web with the updates for 24.3 happening on December 7, 2024. There is a ton to go over so be sure to listen to both parts of the review. Here is part one.

Larry Bailey - Your Commu...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This is the release I’ve been waiting for all year as it expands the capability and usability of Encompass® web with the updates for 24.3 happening on December 7, 2024. There is a ton to go over so be sure to listen to both parts of the review. Here is part two.

Larry Bailey - Your Commu...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Market News 11/18/24

Week of November 11, 2024 in Review

Annual inflation ticked higher in October while there were some important comments from the Fed about the economy and future rate cuts. Here are the latest headlines.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

If you have been developing workarounds to known issues, be sure to follow along with all of the fixes found in the most recent release for Encompass®️ desktop 24.3 coming to your production machines on December 7, 2024. Make sure you know what to do, especially based on the recommendations I point out.

Larry Bail...

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Check out all of the feature updates for Encompass®️ 24.3 coming to your production environment on December 7, 2024. There is quite a lot to consider, especially as it pertains to launching Encompass®️ web from your desktop. Check out all of the critical observations I’ve made to try to help you through the update.

Larry Bailey - Your C...