54 episodes
The Mortgage Community Anonymous Admins
-
- Business
-
-
5.0 • 1 Rating
-
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
-
It’s all about the eFolder Baby… Documents, Document Conversion, & Conditions
Today we continue our Encompass®️ self health check series by talking about documents and conditions. How many documents are too many and what are the insights into moving from standard into enhanced conditions? Listen to find out all the details and see what everyone else is finding success with. ⭐Join the group conversation every Tuesday at 4 PM Eastern to find out firsthand: https://mortgage.community/Larry Bailey - Your Community AdvocateContact me anytime at Larry@atihelps.com© 2024 Mort...
-
Mortgage Market Update - 🏡Existing Homes Selling Fast, Full Week of Fed Chatter, & Initial Jobless Claims - 5/28/24
Hey everyone, it's Larry Bailey. This is for the Week of May 20, 2024, in Review:The pace of home sales declined in April, though the speed at which existing homes sold accelerated. Plus, a parade of Fed speakers and the minutes from their last meeting shed light on their views about inflation, the labor market, rate cuts and more. Here are the headlines: Existing Homes Selling FastNew Home Sales Slip in AprilFull Week of Fed ChatterInitial Jobless Claims Decline During Key Data WeekTo s...
-
Let’s Review Custom Fields, JIT Logs, Loan Folders, & Custom Print Forms
Today’s conversation was fast-paced and all about important topics, especially looking for errors in JIT logs and two other spots that you need to listen to know about. These are the kinds of things that we review in our Mastering Encompass®️ for Admins Course. ⭐Listen to the replay, or even better, come to our live events every Tuesday at 4 PM Eastern. There is always something to learn!Larry Bailey - Your Community AdvocateContact me anytime at Larry@atihelps.com© 2024 Mortgage Workflow Par...
-
Mortgage Market Update - Inflation, Home Builder Sentiment, & Housing Starts and Permits - 5/20/24
Hey everyone, it's Larry Bailey. This is for the Week of May 13, 2024, in Review:April brought cooler than forecasted consumer inflation, which was welcome news after the first quarter’s more persistent readings. Meanwhile, confidence among home builders declined and new construction activity was softer than expected. Read on for these stories and more: Friendly Consumer Inflation NumberRevisions the Real Story on Wholesale InflationHome Builder Sentiment Hammered LowerHousing Starts, Pe...
-
Encompass® Updates: Exciting Changes Ahead! 👀24.1.0.5 drops on 5/16/2024
Here are some important updates about the Encompass® update to 24.1.0.5 happening on 5/16/2024 that you don't want to miss. We'll discuss the need to update your SDK, new columns added, enhanced conditions, and the latest status updates. I'll also cover the cool features like the lock field, auto-retrieval for uploaded docs, and the new document viewer. Make sure to check out the release notes for more details. Don't worry; I'll provide the link. Get ready for some exciting stuff! 💪👉 htt...
-
Checking out your Personas, Organization/Users, Milestones, & User Groups
Check out some best practices regarding how you manage your personas, user groups, as well as organizational structure of your user folders. Lastly, we go over milestone templates, and what you should never do with your loan template sets. Tune in to find out everything!Also - here's the link to check out our Encompass® Web Essentials Course as mentioned in the replay - https://masteringencompass.com/web-essentials - start at any time!👉Click here to watch the full replay: Mortgage.Community❗ ...