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, automation, and workflow integration. Discover the keys to achieving synergy and productivity like never before!

👉Click here to watch the full replay: Mortgage.Community

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.

Hey everyone, it's Larry Bailey. This is for the Week of January 1, 2024, in Review:

Job growth beat expectations in December, but is the labor sector as strong as the headlines imply? Plus, the minutes from the Fed’s last meeting suggest rate cuts are ahead, though the timing remains unclear. Here are the highlights:

• Job Growth Less Rosy Than It Appears
• Private Sector Job Growth Beats Expectations
• Job Openings Hit 2-year Low
• Unemployment Filings Likely Impacted by Holidays
• Fed Minutes Suggest Rate Cuts Likely

00:00 Introduction
00:58 Job Growth
03:28 Private Sector Job Growth
06:05 Fed Minutes

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved. 

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.

We will continue to meet on Tuesdays at 4:00 PM ET for all of our live events. Make sure to join us! We started off 2024 and our Mastering Encompass® weekly event series with a BANG. That stands for: BUSINESSES will continue to pivot. You need to have the ABILITY to pivot. NOTHING is off the table. You must document your GOALS to make sure they happen. We walked through all of these and also covered the top 4 changes you need to make in your Encompass® platform this year. See the Linkedin Post here - https://www.linkedin.com/feed/update/urn:li:activity:7146283008403140608

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

Hey everyone, it's Larry Bailey. This is for the Week of December 25, 2023, in Review:

After the markets were closed Monday for Christmas, the latest housing reports showed there’s broad-based home price appreciation around the country while sales are expected to pick up this year. Here are the highlights:

• Home Sales “Will Improve in 2024”
• Home Prices Continue Higher
• Continuing Unemployment Claims Near 2-year High

00:00 Introduction
01:13 Platform Support
01:47 Pending Home Sales
03:05 Lockbox Openings
03:26 Affordability and Lower Rates
05:27 Home Prices
08:33 Continuing Unemployment Claims
09:19 National Soup Month
10:40 What to Look for This Week

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2024 MBS Highway. All rights reserved. 

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 18, 2023, in Review:

The Fed’s favored inflation measure continues to move lower toward its 2% target while falling mortgage rates boosted existing home sales and new construction. Don’t miss these stories:

• Inflation Inching Closer to Fed’s 2% Target
• Existing Home Sales End 5-month Skid
• New Home Sales Plunge to Lowest Level in a Year
• “Improving Housing Conditions” in 2024
• Housing Starts Hit 6-Month High
• Initial Jobless Claims at 2-Month Low

00:00 Introduction
01:01 Inflation inching closer to Fed's 2% target
02:56 Benchmark Fed funds rate and rate hikes
04:32 Existing home sales update
06:08 New home sales and low inventory
08:16 Home builder sentiment
10:17 Housing starts and construction update
13:03 Demand vs. supply in the housing market
14:07 Holiday recipe bonus

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 11, 2023, in Review:

The Fed left rates unchanged at their meeting last week. This followed news that inflation at both the consumer and wholesale levels continued to cool in November. Here are the headlines:

• Fed Pivots, Signals Rate Cuts Are Ahead
• Continued Progress on Consumer Inflation
• Wholesale Inflation Also Cooled
• Retail Sales Stronger Than Expected
• Initial Jobless Claims at 2-Month Low

00:00 Introduction
00:37 Newsletter Overview
01:20 Podcast Replay
01:44 Fed Funds Rate Decision
02:19 Fed Chair's Press Conference
02:45 Dot Plot Forecast
03:08 Consumer Inflation Update
04:07 Wholesale Inflation Update
05:00 Stronger Than Expected Retail Sales
05:48 Initial Jobless Claims Update
06:40 Family Hack: Pancake Recipe
07:38 Upcoming Housing Data

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

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 find and review loan production data from operations, as well as how to keep track of the loan-level accounting and why each is important. We also had a discussion about how the Bullseye platform is a great alternative to the Power Bi platform for all of your data visualization needs.

👉Check out the full episode for all of the details: www.MasteringEncompass.com

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.

In our meeting about the Best Practices of Condition Management Settings, we talked about leveraging the "Fulfilled" methodology to notify the Underwriter which conditions to review, the differences between standard and enhanced conditions and why it matters, and also about how to maximize your post-closing condition experience. We also focused on leveraging the native function of the Workflow Engine which is found in the Encompass® on Web settings to truly automate your conditions into your eFolder.

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 4, 2023, in Review:

The latest labor sector data showed mixed results, while home prices increased. Here are the highlights:

• BLS Jobs Report Not What We Wanted
• Private Payrolls Below Expectations
• Job Openings Lower
• Jobless Claims
• Home Prices Hitting Highs

00:00 Introduction
00:48 BLS Job Report
01:21 Job Openings
03:40 Jobless Claims
05:52 Home Prices
07:44 Hack of the Week

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

Hi everyone, Larry Bailey here with a very important message. Today, December 11th, 2023, I am excited to announce that I have joined Awesome Technologies, Inc. as a co-owner and will be leading the leadership team as the Chief Revenue Officer. This means that I will continue working with clients like you to leverage the best technologies available, while also bringing in best practices and customizations to optimize your workflow. To learn more, please watch the video.

Check out https://www.atihelps.com/ for the best summary of what we are doing at Awesome Technologies.

Larry Bailey

Chief Revenue Officer & Co-Owner

Awesome Technologies, Inc.

4400 State Highway 121 Suite 324, Lewisville, TX 75056

Direct/Mobile: (972) 590-8919

Office: (972) 474-3919 ext 105

Click to schedule a meeting
Click to Join the Mortgage Community

www.awesometechinc.com

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.

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 what is really happening. Also, be ready to continue to leverage everything Encompass® on the Web has to offer, especially EPC and Investor Connect. Join the Encompass® Journey to the Web to find out more at Mortgtage.Community.
Whatever you do, make sure you are documenting your workflow to find ways to make or save money, because workflow always comes before technology.

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed:

• Role Access to Documents business rules
• Document Stacking Templates for eFolder and Shipping
• Using the Protected Document workflow for Underwriting
• How to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)
• Off-Site storage of your documents

Make sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 27, 2023, in Review:

There was welcome news for consumers as inflation continued to inch lower in October. Plus, tight housing inventory is still hindering contract signings and boosting home values. Here are last week’s headlines:

• Inflation Inching Lower
• Pending Home Sales Plunge in October
• What the Media Misunderstands About New Home Sales
• Home Values Still Standing Strong
• Continuing Jobless Claims Hit 2-Year High

00:00 Introduction and Thank You
01:31 Inflation Update
02:40 Pending Home Sales
03:44 Federal Reserve's Rate Hike
04:38 New Home Sales
06:35 Home Price Index
09:42 Labor Market Update
10:04 Family Hack of the Week
11:09 Upcoming Housing and Labor Reports
11:59 Closing Remarks

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

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 the whole replay at: Mortgage.Community

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.

We had a great discussion surrounding how to use the Disclosure Tracking tool and configure its settings for the best possible outcome. We heard from a lot of the community on the call about the Additional Dates part of the tool too. Make sure to listen to the entire replay to find out what you missed, or to replay what you need to hear again while comparing how your Encompass® is configured.

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 20, 2023, in Review:

It was a quiet week ahead of the Thanksgiving holiday, but the markets gobbled up the latest news on Existing Home Sales and Jobless Claims. Plus, find out what a key recession indicator is signaling. Here are the highlights:

• Hope Ahead for Housing Inventory?
• Weekly Jobless Claims Decline More Than Expected
• What an Important Recession Indicator Is Saying

00:00 Introduction
00:26 Encompass Platform Update
00:49 Existing Home Sales
01:27 Jobless Claims
05:03 Recession Indicator

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

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

• Reviewing the new space on Mortgage.Community for your Encompass® - Journey to the Web
• Using Document Protection in the eFolder
• Leveraging outside platforms like ACES
• Using Enhanced Conditions to ensure your QC team is the only group to clear those QC conditions
• Build and use a QC Comparison custom input form
• Managing files that are pulled for QC review - Pre-closing and Post-closing
• Compiling and tracking Post-closing conditions into changes for your Encompass® platform
• Wishing everyone a Happy Thanksgiving

Don't miss our next episode next week! - It is so much better when you come to the live show for all of your questions and conversations.

👉Click here to watch: www.MasteringEncompass.com

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 13, 2023, in Review:

Inflation continued to cool in October, while we saw an uptick in construction despite dampening homebuilder confidence. Plus, the latest Retail Sales and Jobless Claims suggest a slowing economy. Here are last week’s headlines: 

• Easing Consumer Inflation a Welcome Sign
• Huge Progress in Wholesale Inflation 
• Are “Better Building Conditions” Ahead?
• Housing Starts Rise but More Supply Is Needed
• Retail Sales Suggest a Slowdown
• Continuing Jobless Claims Hit a Two-Year High

00:00 Introduction
00:22 Encompass Journey to the Web
01:08 2023 in Review
02:07 Continuing Jobless Claims
03:10 Progress in Wholesale Inflation
04:57 Housing Market Update

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

We had another great conversation about custom print forms. Here’s what we talked about:

• Merge Field Code
• Example Pre-Application Worksheets (with and without Merge Field Code)
• Custom Fields and their implications
• Margins > .50"
• User Groups
• Previewing - Old doc Viewer vs. New Doc Viewer
• Maintenance
• Esignatures
• Automation

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

Are you a Closer, or do you work with a Closer? This was the event for you. We covered how to close like a master on the Encompass® platform. 

• Automate your closing conditions
• Discover how a closing comparison form can help see all of the changes on a file
• Don't get caught in the Itemization vs. Aggregate vs. CD Page 4 struggle
• Tie all of your loan programs to your Loan Program Templates
• MAVENT Preview vs. Review - when to use either
• Keep your Roles and 3rd Parties straight to ensure delivery of your closing packages
• Proforma CD - You BETTER be using this!
• Pre-Closing vs. Closing Docs and how the Persona updates in the Encompass® 23.3 update changed everything

❗Come each Tuesday at 4 PM ET and Thursday at 1 PM ET to join us live, or click here to watch the replay: www.MasteringEncompass.com 

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 6, 2023, in Review:

• Home Prices Continue to Hit New Highs
• Continuing Jobless Claims Increase for Seventh Straight Week
• What Important Recession Indicators Are Saying

00:00 Introduction
01:21 Last Week's Information
03:22 CoreLogic's Home Price Index
05:08 Continuing Jobless Claims Increase
07:50 Important Recession Indicators

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

Think you know how to leverage Custom Fields in your Encompass® environment? Watch how we go through what the "CUST" fields are all about, how layering custom fields can be best used, using the values of multiple 1003 sets, and how to help ensure your fields are not hidden from color-challenged team members. This was a great meeting and let us know your craziest story of your custom fields.

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

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 their notes into the loan file. Tell us how these suggestions are making a difference for your company.

👉Click here to watch the full replay: www.MasteringEncompass.com

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.

Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 30, 2023, in Review:

• Lower Job Numbers Closer to Real Picture
• Private Payrolls Below Expectations
• “JOLT” Higher for Job Openings
• Continuing Jobless Claims Reach 6-Month High
• Is the Fed Done with Rate Hikes?
• Home Prices Hitting Highs

00:00 Introduction
02:01 Jobs Report Analysis
04:03 Private Payrolls
05:37 Job Openings
06:47 Continuing Jobless Claims
07:36 Fed's Decision on Rate Hikes
09:00 Home Prices
11:11 Cooking Segment
12:02 Upcoming Data

To subscribe to the MBS Highway, please go to www.MBShighway.com - © 2012-2023 MBS Highway. All rights reserved. 

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.

We had a great discussion about milestones, milestone templates, what manual mode means and how that undermines all of your milestone template code complexly. Watch the entire episode to find out everything you need to know. We also showed why the Field Analyzer is the best tool for you to use to document and search all of your Encompass® settings.

👉Click here to watch the full replay: www.MasteringEncompass.com

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.