New web-based Field Analyzer solution for searching throughout your Encompass® platform

You can finally see every field and every piece of code in your settings in the Encompass® platform by ICE Mortgage Technology™.  

For $200 per month, you can search through your entire Encompass® platform:

• Encompass Fields
• Business Rules
• Alerts
• Custom Fields
• Reports
• Pipeline Views
• Sync Templates
• Loan Duplication Templates
• Loan Program Templates
• Closing Cost Templates
• Settlement Service Provider Templates
• Affiliated Business Arrangement Templates
• Data Templates
• Custom Print Forms
• Custom Input Forms

Click this link to sign up 
There is nothing like it anywhere. Cost? - $200 per month - Fill in the form on the link below, and let's get you installed. Want to see how it works on your Encompass® first before you buy - no problem. Let's set up the demo now - 

 If you ever have any questions, just let us know. 

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. 

Transcript

WEBVTT

1
00:00:01.950 --> 00:00:30.969
Larry Bailey: Hey, everyone, Larry Bailey, here, mortgage workflow partners. And I've been telling you for a little while now that there is a lot of great stuff coming to market. As I've said before, mortgage workflow partners and awesome technology zinc, we are collaborating and we are doing a lot of great things together. I wanna show you what field analyzers all about. I'm gonna tell you everything you're gonna see, here is $200 per month. There's no setup fee. There's no gotchas. It's a 12 month engagement.

2
00:00:30.970 --> 00:00:35.659
Larry Bailey: To have access to this field analyzer, and then a rolls to a month to month.

3
00:00:35.660 --> 00:00:49.940
Larry Bailey: But you're not going to want to use anything else. Trust me, I've used them. The other company's analytics, utility, or the other company's analyzer or even what's based native available in the encompass platform.

4
00:00:49.940 --> 00:01:05.779
Larry Bailey: None of that stuff has got anything on what you're about to see. I know I sound like I'm bragging, and I'm pumped up because I am, because I've never been able to as an administrator in compass, never been able to actually see everything all at once

5
00:01:05.810 --> 00:01:29.269
Larry Bailey: and export it out in both Pdf. Format, as well as the excel format, not only for record keeping, but also for searching and also for copy paste, because we all copy paste when we're looking for a piece of code. And where was it this thing sees inside of controls. This thing sees inside of templates inside of reports and pipeline views.

6
00:01:29.320 --> 00:01:41.030
Larry Bailey: Let me show you how it works. So first thing you're gonna do is you're gonna come over here and you can see I'm logged in. This is web-based. Take note, lead you right away, and you go ahead and Sync, it's gonna throw open a new tab.

7
00:01:41.410 --> 00:02:00.009
Larry Bailey: It's gonna let you know it's syncing. You can see a lot of these. I've already completed. I can see how quick this is. Now. You might say, Larry, this is your your environment. It's not a real mortgage company. So there's not a lot of data, I can tell you. I've run this even on the largest companies that have been in business using encompass

8
00:02:00.090 --> 00:02:13.379
Larry Bailey: for many, many, many years. The Sync doesn't take much time at all. In my environment. I've got a lot of custom input form a lot of custom input form code. You can see it's all successful. So you click here to get back that dashboard.

9
00:02:13.410 --> 00:02:24.580
Larry Bailey: And right away we know that there's 47,000 fields. We know how many are read, only how many are standard fields, custom fields, bar related fields and fields, Z or Ralf fields or lock fields.

10
00:02:24.660 --> 00:02:28.840
Larry Bailey: Let's say we wanted to come in here and we wanted to search for Field. 2

11
00:02:31.110 --> 00:02:41.580
Larry Bailey: click search results. It's going to go through. And it's going to start to build. So you're going to see me kind of pause and jump, because this literally just pulled in every single

12
00:02:41.600 --> 00:02:42.720
Larry Bailey: field.

13
00:02:42.870 --> 00:02:58.180
Larry Bailey: Every single value with the number 2. And I'm going to show you the main parts of what this does so right away. Hopefully, you've taken immediate note to say, this is business rule, field triggers. It'll give you the condition. It'll give you the activator

14
00:02:58.180 --> 00:03:13.379
Larry Bailey: and it'll give you the action and notice the detail of the action here on each of the ones. So we'll go into each of these spots, and I'll give you an illustration of what's happening. So this is what the business rule for field triggers looks like.

15
00:03:15.140 --> 00:03:19.179
Larry Bailey: And we're gonna go down over into the next section.

16
00:03:22.140 --> 00:03:50.979
Larry Bailey: And here we go with business rules, field access. So again, you've got the rule name. You've got the condition you've got what fields are able to be accessed by this rule. Here's field data entry, the rule, name, and the condition and what rules. So again, we get into button Ids, we get into the fields again. This is exciting stuff. If you know that you've never been able to see this before. This is really great stuff, so we'll go ahead and get to the next section.

17
00:03:52.790 --> 00:04:09.670
Larry Bailey: Here's input form business rules everyone to get them out. Well, here you got it. So now you can see which rules are applying, what those conditions are and what input form? They are affecting for that. You've got persona access to loan actions. What is able to.

18
00:04:09.670 --> 00:04:33.390
Larry Bailey: For I'm sorry percent access to loan access. So percent access to loans, what are they stopping? Here's the rule. Here's the condition. Here's milestone rules. Another fantastic display of what's going on? We got the rule name the condition. Does it require any docs for that? For that business rule for milestone completion. What about tasks? What about required fields? What about

19
00:04:33.610 --> 00:04:39.140
Larry Bailey: custom code over here? So you're able to see all of this? Let's keep on going to the next section.

20
00:04:41.040 --> 00:04:59.499
Larry Bailey: Business rules for print form access. They're in there. Ddms gang. Ddm, fee rules. Ddm, field rules. You'll see all of that built in here. Here's all of your alerts. So if you've got any alerts tied to any custom fields or standard fields, anything that's searchable, it's all there.

21
00:04:59.500 --> 00:05:20.760
Larry Bailey: And as we go through all these alerts. You can see, even if there's information further in that. That alert, you'll see all of that bottom element in there for the code to see what exactly is going on. So when you go into search for something, you can rest assured that this field analyzer will find it. Let's keep on going to the next section.

22
00:05:22.500 --> 00:05:45.320
Larry Bailey: We've got custom fields again was last time you wanted to get an export of all your custom fields and their calculations. Now there is an export tool that you can get that information, and that's super fine. But what about the rest of everything that we're talking about here, so you can see all the custom fields and those custom calculations that are built in those fields. No problem. Let's keep on going to the next section.

23
00:05:47.370 --> 00:05:59.320
Larry Bailey: Next one on our list is pipeline views. So in the pipeline views. Again, if that field is in there, or that term is in there, meaning the number 2. In our case it's going to show up in the pipeline view same thing with reports.

24
00:05:59.430 --> 00:06:17.430
Larry Bailey: Maybe you don't use sync templates that much, but if you do, you'll find the fields if they're in there. So right away you'll be able to tell what's going on. How about loan programs if you have a loan program and it's got a field in there. There you go. You'll now know which program template to go to to address something found or something missing.

25
00:06:17.540 --> 00:06:26.650
Larry Bailey: When we get down into closing cost templates. You can now see all of your closing cost templates, and see which fields are showing up in there and how to address those.

26
00:06:28.820 --> 00:06:53.640
Larry Bailey: and we keep going gang. This is not even beginning to get to the bottom. We are at settlement service provider templates. If you've got a field in there, it spots it. Affiliated business arrangement templates same thing. Loan duplication templates same thing. Data templates identical. Gives you the template name as well as the field that you're searching for, or the term that you're searching for and keep in mind. I only search for the number 2.

27
00:06:53.830 --> 00:06:58.090
Larry Bailey: So if you're looking for something unique, like, maybe it's a word.

28
00:06:58.470 --> 00:07:00.299
Larry Bailey: Maybe it's a full sentence.

29
00:07:00.560 --> 00:07:28.940
Larry Bailey: It'll find it this, the field analyzer will find it. Here's examples of custom. Print forms. So in the custom print forms. Not only will you have the actual language here, but you'll actually find the field, so if there's a merge field for your field that you're looking for, it's in there. All of your custom print forms all of the code, including merge field, including if you looked right here, including any merge code hidden within there gang.

30
00:07:28.940 --> 00:07:45.009
Larry Bailey: This digs through every setting. I'm telling you. There's nothing like this. Field analyzer puts everything else out to pasture, so to speak, and gives you what you've been looking for as an admin. Nothing hides from your view. Let's keep going

31
00:07:51.210 --> 00:08:04.189
Larry Bailey: very last one here on the list is the largest one and the absolute, slickest one, almost just better than custom print forms. And we're talking about custom input forms.

32
00:08:04.270 --> 00:08:31.539
Larry Bailey: So now you're able to see not only the fields that are included in your custom input forms, but also the advanced code. And for those that have ever worked in input form builder. The one thing that's elusive is the actual control. Id. So not only does this show you what the event is, if there's code, it tells you exactly what the control Id is in the input form as well as the code.

33
00:08:31.590 --> 00:08:51.700
Larry Bailey: Again, if you've never had to work an input form builder. This is probably like dude. What's the big deal I'm telling you as an encompass administrator? This is a huge deal to be able to get into understanding what the code is and what it looks like. Let me show you even better comparison of what the custom code looks like. So you can really see what's going on.

34
00:08:55.430 --> 00:09:16.009
Larry Bailey: So here's an example of an input form that's got a lot of custom code on it that you may look at it, and you don't really know where to go in the form to look for information. So for those that don't have a lot of experience and knowing where to look. What the field analyzer will let you do is dive in through everything. So you get to see

35
00:09:16.010 --> 00:09:28.550
Larry Bailey: objects and how they're used, and you get to understand how things are built which is super helpful because it's your encompass, and you need to know everything that's going on, no matter where it is.

36
00:09:28.550 --> 00:09:50.330
Larry Bailey: and that's what I wanted to really drive home. Here is the field analyzer. Reach out. It's $200 a month. Sign up right away. Check the link. That's right there. It's no installation fee. It's a $200 a month cost after the first 12 months, and that's all it is. After that it's a month to month for all you want.

37
00:09:50.380 --> 00:10:18.339
Larry Bailey: You get to dig into all your settings. The one part that again is really remarkable is, if we wanna come back over here, you can do any type of searching you want because this is a web page, so you can search for everything that you want in there, and if you wanted to export this out, you also have the ability to export the values that you're looking for here, and you can also, at the very top of this form. You can also get in up here and click the print.

38
00:10:18.420 --> 00:10:21.729
Larry Bailey: And you can actually print this all into one

39
00:10:21.780 --> 00:10:29.059
Larry Bailey: document for you to retain for either record keeping or audit tracking, or whatever. So

40
00:10:29.300 --> 00:10:45.689
Larry Bailey: let me know what you think. I'm really curious about your feedback. If you're as pumped about this as I am, in fact, that you can have access to this right now for a fraction of what other solutions might offer to get all the robust

41
00:10:45.730 --> 00:11:02.099
Larry Bailey: benefits that you can. Withfield, analyzer. I'm looking for you to tell me if this is a good deal, or if it's not, if you think it needs to be better somehow for you, you let me know. Otherwise I expect you to get this installed as soon as possible. Thank you very much. Look forward to hearing from you. Take care.