Mortgage Community δημόσια
[search 0]
Περισσότερα
Download the App!
show episodes
 
Artwork

1
The Mortgage Community

Larry Bailey

Unsubscribe
Unsubscribe
Εβδομαδιαία+
 
A podcast as your companion to the Mortgage.Community information we continue to share. The community is free to join for everyone, regardless of where you work. Most importantly, we focus on workflow and "Best Practices" to help as many of our community members as possible. We focus our conversations, support, insights, and help to those leveraging the Encompass®, Byte®, MeridianLink®, and LendingPad® LOS platforms. Join the community today at this link - https://mortgage.community
  continue reading
 
Loading …
show series
 
Let us know what questions you have. Give us feedback too. Business rules are one of the main ways to customize your Encompass® platform. Learn what they are all about and how to use them in the best possible ways. The rules include, Field Triggers, Persona Access rules, Milestone Completion, Loan Form Printing, Automated Conditions, and Field Data…
  continue reading
 
Let us know what questions you have. Give us feedback too. Do you really understand when to use Encompass® desktop business rules versus web workflow rules? Do you know how to use them in concert with each other? Did you think about using a Scheduler to update a custom field? Listen in for knowledge, suggested solutions, and updates that may help y…
  continue reading
 
Let us know what questions you have. Give us feedback too. Week of September 23, 2024 in Review Consumer inflation continues to moderate while home prices hit another record high. Plus, housing market activity is slowly increasing on the heels of lower mortgage rates. Read on for these stories and more: Consumer Inflation Trending in Right Directio…
  continue reading
 
Let us know what questions you have. Give us feedback too. I explain how you should best prepare for the upcoming changes to your Encompass® platform as ICE Mortgage Technology® sunsets the SDK access by October 2025. Listen for the steps and insights to assist you during this time of change. Custom developed SDK from vendors or home-grown solution…
  continue reading
 
Let us know what questions you have. Give us feedback too. Listen for how to prepare and manage your Encompass®️ now that the announcement from ICE Mortgage Technology®️ regarding the sunset of the Encompass®️ SDK has been made. We discuss the best outcomes and the best ways forward. Listen to the end to find out about natively automating your MIN …
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is the market review for the week of September 16, 2024. The Fed started its rate-cutting cycle with an aggressive move, while housing construction ramped up in August due in large part to lower mortgage rates. Here are the headlines: Fed Cuts Rates 50 …
  continue reading
 
Let us know what questions you have. Give us feedback too. Understanding what a Persona is on the Encompass® platform and how you should configure them is everything! Check out what you should be doing now. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel! Larry Bailey - Your Community Advocate © 2024 Mortgage Workfl…
  continue reading
 
Let us know what questions you have. Give us feedback too. Conducting Workflow Reviews is essential to every business, especially when change is approaching. Today's meeting covered all the vital parts, like documentation, accountability, opportunities for automation, unwinding unneeded/unnecessary technology, and outsourcing opportunities. Find ou…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of September 9, 2024 in Review The latest inflation readings keep the Fed on track to cut rates at their meeting this week, while an important survey sheds light on expectations for home prices. Here are the headlines: More Progress on C…
  continue reading
 
Let us know what questions you have. Give us feedback too. ⭐ Learn More Here I created the Mastering Encompass®️ training platform to help others in every way possible. Whether you're a first-time user or a seasoned veteran, I guarantee I'll teach you things you never knew you could do so well while using the Encompass®️ platform. Learn everything …
  continue reading
 
Let us know what questions you have. Give us feedback too. You need to know how to leverage the best tools within Encompass® Web to make your Encompass® Desktop perform at its best for your company and each team member. Listen in as we discuss using the scheduler, notification templates, Investor Connect®, card-based workflows, and Opportunities fo…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of September 2, 2024 in Review A full week of jobs data showed that the labor sector continues to slow, while another appreciation report revealed that national home values are still rising. Read on for these stores and more: Job Creatio…
  continue reading
 
Let us know what questions you have. Give us feedback too. ⭐ Learn More at KnowledgeCoop.com Ken Perry and Larry Bailey discuss why bringing Mastering Encompass® for Users to the Knowledge Coop offers the information with the system to help everyone learn. Listen to the story of how it all came to be and why just having the technology is not good e…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 26, 2024 in Review The latest inflation readings keep the Fed on track for a rate cut in September, while home prices continue to appreciate nationwide. Here are the top stories: Consumer Inflation Continues to Moderate Home Pr…
  continue reading
 
Let us know what questions you have. Give us feedback too. Learn what Workflow Engine in Encompass® is and how you can leverage Workflow Engine for automation and efficiency in your Encompass® platform today. You have everything you need at your fingertips, now you just need to learn how to use it. Listen and find out in this episode. ⭐Join us for …
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 19, 2024 in Review The Fed signaled rate cuts ahead while New Home Sales surprised to the upside. Here are the top stories: Powell Confirms, “The Time Has Come For Policy To Adjust.” Existing Home Sales Snaps Four-Month Losing …
  continue reading
 
Let us know what questions you have. Give us feedback too. Encompass® Web 24.2 was delivered from ICE Mortgage Technology® on 8/18/2024. These are the top 10 updates that I think are important to focus on while using Encompass Web. Larry Bailey - Your Community Advocate © 2024 Mortgage Workflow Partners Inc. All Rights Reserved.…
  continue reading
 
Let us know what questions you have. Give us feedback too. Learn what to do and what not to do with these insider secrets of how a mortgage application should be completed to give you the best chances. Also, listen in for what to do if you get turned down. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel! Larry Baile…
  continue reading
 
Let us know what questions you have. Give us feedback too. Is your sales team using Encompass® Opportunities yet? If not, watch and learn what they are missing out on. Easily create and manage borrower opportunities for new or existing loans on the go, with current pricing as needed. Check out all of the reasons to try Encompass® Opportunities now.…
  continue reading
 
Let us know what questions you have. Give us feedback too. Enhanced Conditions give you critical advantages over standard conditions. Find out what you need to know to keep using the best features and configurations on the Encompass® platform. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel! Larry Bailey - Your Comm…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 12, 2024 in Review Inflation made important progress lower in July while homebuilder confidence and new construction slowed. Read on for these stories and more: Consumer Inflation Falls Below Key Milestone Wholesale Inflation C…
  continue reading
 
Let us know what questions you have. Give us feedback too. When you build a custom input form, I have found it is best to structure them like a pyramid. Whether you’re starting at the top or starting at the bottom, it’s always beneficial to think about structuring your input forms this way. Watch the video for more instructions. 👉 Watch the Full Vi…
  continue reading
 
Let us know what questions you have. Give us feedback too. Don't make these 7 mistakes with your User Groups in your Encompass® platform. Always watch for serving up resources appropriately, especially with your All Users User Group. Organization is important in your user hierarchy, too. Be sure to leverage the Settings Report to help you document …
  continue reading
 
Let us know what questions you have. Give us feedback too. Today’s call was all about money so why not have the meeting from the NYSE building? We reviewed the top 5 places to find and keep money through your workflow. These are ideas that even the most efficient companies can implement to find and keep money. Also, listen for more details about th…
  continue reading
 
Let us know what questions you have. Give us feedback too. I show you how I made almost $5 million in my mortgage career so you can know what to do too. No guarantees, but I bet if you follow along, you will learn what you need to make your own opportunities a reality. 👉 Watch the Full Video Here and Don't Forget to Subscribe to Our YouTube Channel…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of August 5, 2024 in Review The latest home price indexes showed that wealth creation opportunities remain in homeownership. Plus, there were more signs that the labor sector is slowing. Read on for these stories and more: Home Price Gai…
  continue reading
 
Let us know what questions you have. Give us feedback too. Preparing your company for Encompass® Web is easy if you have a plan and the right resources. I review exactly what you need to do in order to be prepared every step of the way. Training, EPC, New Doc Viewer, Enhanced Conditions, Business Rules review and clean up, SDK and Plugin inventory,…
  continue reading
 
Let us know what questions you have. Give us feedback too. As an Encompass® Administrator, one of the things that you can do is make a lot of money and have a great career by understanding how to leverage the Encompass® platform for the company that you work for. This channel is all about mastering Encompass®, which happens to be a loan origination…
  continue reading
 
Let us know what questions you have. Give us feedback too. Check out the details of what you should be focusing on when it comes to the secrets you have at your fingertips. There is a powerhouse of native functionality which you should be exploiting throughout your workflow. ⭐ Listen for all of the details and join us each Tuesday at 4 PM ET at Mor…
  continue reading
 
Let us know what questions you have. Give us feedback too. Encompass® 24.2 is in our Testing Environments now, and I wanted to share my first reactions to the updates. This video is also a great reminder of what we should see and do on our desktop and web versions in preparation for the Production Environment update later this month by following al…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 29, 2024 in Review The Fed held rates steady but hinted that the time for a cut may be approaching. Plus, there were more signs that the labor sector is weakening while home prices hit a new high. Here are last week’s headlines: …
  continue reading
 
Let us know what questions you have. Give us feedback too. Find out the top 3 reasons to begin using Encompass® Web now. You will learn what is so special, what it means to move from desktop to web, and a live example of how Encompass® Web is making a difference, especially for your sales team. ⭐ Click here to watch the video and make sure to subsc…
  continue reading
 
Let us know what questions you have. Give us feedback too. I review the most important parts of the Admin Checklist so you remember what you need to do with the Encompass® major update to 24.2 happening on 8/17/2024. Don't miss these critical steps in your platform update! ⭐ Click here to watch the video and make sure to subscribe for more Encompas…
  continue reading
 
Let us know what questions you have. Give us feedback too. This week we discussed the current state and the future of Encompass® Desktop through 2024 and beyond. Find out the top things that you need to be focused on, as well as how Encompass® Web will be assisting everyone. Don't fall behind already, as everyone gets ready for plenty of change com…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 22, 2024 in Review The Fed’s preferred inflation measure, annual Core PCE, remained at a three-year low while home sales were subdued in June. Plus, economic growth in the second quarter surprised to the upside. Here are last wee…
  continue reading
 
Let us know what questions you have. Give us feedback too. This episode was all about almost having Encompass®️ Web 24.2 in our hands, but we still found value in sharing insights and ideas and experiences across all of the community members. Tune in to make sure you understand the four pillars of success when it comes to Encompass®️ Web. ⭐Join us …
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 15, 2024 in Review Home builder sentiment remains below a key threshold while there was an important caveat to the rise in construction projects last month. Plus, more signs are signaling a slowdown in economic activity. Read on …
  continue reading
 
Let us know what questions you have. Give us feedback too. If you use Encompass TPO Connect®️ either as a lender or as a broker, check out today’s episode which highlights exactly what’s coming to your screen with the 24.2 release happening in August 2024. Definitely not something to miss, so check it out. Join us live each Tuesday at 4 PM ET to ge…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 8, 2024 in Review Consumer inflation cooled in June, while wholesale inflation surprised to the upside. Plus, Fed Chair Jerome Powell acknowledged that elevated inflation isn’t the only risk to our economy. Read on for these stor…
  continue reading
 
Let us know what questions you have. Give us feedback too. ​Today’s community meeting was all about Enhanced Conditions and the top three things that you need to make sure you are doing to take advantage of them in your Encompass®️ platform. I guarantee that once you learn them, you will understand why I’m so passionate about you using enhance cond…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of July 1, 2024 in Review There are more signs that the labor sector is softening, as job growth eased in June and the uptick in the Unemployment Rate triggered an important recession indicator. Meanwhile, home prices continue to rise na…
  continue reading
 
Let us know what questions you have. Give us feedback too. I walk you through all of the updates slated for Encompass® Web 24.2 coming to you in August 2024. I help you understand what is changing, as well as the value of each change for you and your organization. Make sure to follow along with all of the other 24.2 walk-though updates as well for …
  continue reading
 
Let us know what questions you have. Give us feedback too. Today’s community call was all about going over some of the highlights of the 24.2 Encompass®️ Release Notes. We focused on just a few of the major updates for desktop as well as critical updates for Encompass®️ Web. See how you answered against some of the Community when we go over critica…
  continue reading
 
Let us know what questions you have. Give us feedback too. Listen to our final episode to round out the most important topics of performing your Encompass®️ self health check. This episode covers things that the system audit trail tool and settings reports do for you that you may not realize, including finding risky situations that might be happeni…
  continue reading
 
Let us know what questions you have. Give us feedback too. I walk you through all of the fixed issues slated for Encompass® 24.2 coming to you in August 2024. I help you understand what got fixed and which "workarounds" need to be retired. Make sure to follow along with all of the other 24.2 walk-though updates as well for feature enhancements, Enc…
  continue reading
 
Let us know what questions you have. Give us feedback too. I walk you through all of the feature enhancements slated for Encompass® 24.2 coming to you in August 2024. I help you understand what is changing, as well as the value of each change for you and your organization. Make sure to follow along with all of the other 24.2 walk-though updates as …
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of June 24, 2024 in Review Both inflation and home sales moved lower. Meanwhile, home prices hit another all-time high. Read on for these stories and more: Inflation Cools in May New Home Sales Slip Pending Home Sales Continue Lower Home…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of June 17, 2024 in Review Both sales of existing homes and new construction were lower in May. Here are the highlights: Existing Home Sales Slower but Median Home Price at Record High Home Builder Sentiment Hammered Lower Housing Starts…
  continue reading
 
Let us know what questions you have. Give us feedback too. DDM (Dynamic Data Management) Rules in the Encompass® platform can be powerful and problematic when not configured optimally. Listen for the details about managing yours in the best ways possible. Hear from others in the Community for what they find helpful as well. ⭐Join us every Tuesday a…
  continue reading
 
Let us know what questions you have. Give us feedback too. Hey everyone, it's Larry Bailey. This is for the Week of June 10, 2024, in Review: The Fed once again held rates steady, while tamer than expected consumer and wholesale inflation for May was a welcome sign. Unemployment claims also saw a big move higher. Here are last week’s highlights: Fe…
  continue reading
 
Loading …

Οδηγός γρήγορης αναφοράς