Resources

Articles, Videos & Learning Materials

Explore our library of resources to help you master Encompass® and optimize your workflows.

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Articles

Ask Me Anything Encompass®

Building Better Encompass® Workflows: SDKs, Plugins, & Automation

Key Encompass® insights on workflow automation, SDK migration, plugin management, and operational best practices.

5 min read

Ask Me Anything Encompass®

Everyday Encompass® Issues, Solved: Business Rules, Schedulers, and Workflow Clarity

A closer look at Encompass® business rule logic, scheduler behavior, and workflow design, highlighting why clarity in field types and conditions drives reliable automation.

4 min read

Workflow Optimization

The Paper Workflow Problem: Why Teams Still Work Like It’s 1995

The tools are digital, but the workflow is still paper. This piece breaks down how outdated processes live on inside modern systems and what it takes to actually move forward.

8 min read

Ask Me Anything Encompass®

Inside Encompass®: Automation Gaps, API Risk, and Workflow Alignment

A strategic breakdown of key automation, API, integration, and Consumer Connect® considerations discussed in an Encompass® AMA session, highlighting why workflow design must come before adopting new technology.

6 min read

When Inefficiency Becomes a Business Risk

Operational inefficiency quietly impacts margin, risk, and performance. Learn how lending leaders can restore visibility, control, and scalability.

7 min read

Workflow Optimization

Your Workflow Sets the Pace

Strong technology doesn’t create strong operations on its own. Learn how workflow clarity inside Encompass® helps teams work faster and more consistently.

6 min read

Workflow

2026 Is a Workflow Year

Here’s why 2026 is your workflow year. Strengthen how work moves through Encompass® to improve consistency, control, and scalability.

5 min read

Ask Me Anything Encompass®

Preparing Encompass® for What’s Next

A closer look at Encompass® migration, automation integrity, connectivity diagnostics, and wholesale workflow timing.

7 min read

Ask Me Anything Encompass®

Troubleshooting Forms, Rules, and Readiness

Learn what Encompass® admins and users asked about printing issues, EDS, workflow rules, and web readiness.

4 min read

Ask Me Anything Encompass®

Ask Me Anything Encompass®: Kicking Off 2026

What Encompass® admins and users asked about milestone automation, HMDA logic, disclosures, the New Doc Viewer, and funding readiness.

4 min read

Ask Me Anything Encompass®

Ask Me Anything: Real Encompass® Questions, Real Admin Solutions

Learn what Encompass® admins and users asked about EPC credentials, AUS setup, workflow tasks, enhanced conditions, and test environments.

3 min read

Encompass Tips

The Real Reason Your Closings Take Too Long and How to Fix It

Learn why spending an hour issuing an Initial Closing Disclosure in Encompass® isn’t about effort. It’s about workflow.

4 min read

Encompass Tips

What Every Lender Should Know About Post-Closing & Trailing Docs

Read why post-closing and trailing documents deserve as much attention as the closing table and what happens when they don’t.

4 min read

Encompass Tips

Dollars & Data: Loan-Level Profitability & Analytics

Learn why loan-level profitability isn’t just about revenue, but about understanding where your money goes on every loan.

5 min read

Ask Me Anything Encompass®

What Questions Are Coming Up in Encompass®?

See what Encompass® admins and users asked in the final Ask Me Anything workshop of 2025, covering SSO, workflow tasks, reporting, and workflow management.

Workflow Optimization

Automate After You Have Your Optimal Workflow Built & Deployed

Automation starts with better workflows. Learn why it matters.

2 min read

Workflow

Time Blocking & Workflowology

Discover how workflowology was born and why documenting every step is the key to getting work done on time.

4 min read

Workflow

Hard Choices

Rising costs. Flat volume. Hard decisions. A look at what mortgage leaders need to do now to stay afloat.

2 min read

Encompass Tips

Implementation of Encompass® Requires the Best Partner

A look at what to expect from a successful Encompass® implementation and why education and workflow expertise matter.

2 min read

Workflow

Doing the Work

A perspective on the difference between talkers and do-ers and why hands-on experience matters.

1 min read

Encompass Tips

Demand More When Implementing the Encompass® Platform for Your Business

A firsthand look at what makes a successful Encompass® implementation and why flattening the learning curve is critical to long-term results.

4 min read

Ask Me Anything Encompass®

Optimizing Encompass®: Conditions, Fields, and TPO

A closer look at Encompass® configuration questions on TPO Connect, Word merge logic, enhanced conditions, and workflow structure.

6 min read

Workflow

Persistence Will Always Overcome Resistance

What persistence looks like in real life and why staying committed, even through setbacks, shapes long-term success.

3 min read

Workflow

Admiration for Others is the Foundation of Great Teams

A reflection on why admiration, not just hard work, is the foundation of truly great teams.

2 min read

Encompass Tips

When Do Certifications Matter?

Why Encompass® administrator experience and continuous learning should matter more than certification alone.

5 min read

Workflow

Do You Have a Job, a Career, or a Passion?

Job, career, or passion? A look at how understanding the difference can change the way you work.

5 min read

Workflow

Why Learning Something Every Day is Important

Why continuous learning in Encompass® can unlock hours of efficiency and deliver real return on investment.

4 min read

Workflow

When 1+1 Equals Much More

How strategic partnerships help mortgage companies fill gaps, align strengths, and execute with confidence.

4 min read

Workflow

Innovate Something Today

How turning everyday workflow “spark seeds” into action drives meaningful progress and long-term success.

2 min read

Workflow Optimization

How We Keep Getting Things Done with a Small Team

A look at how structure, collaboration, and focus allow a small team to scale impact without scaling chaos.

5 min read

Workflow

Another Example of Why Workflow Comes Before Technology

When new technology reveals old workflow issues, clarity and documentation become your most important tools.

4 min read

Workflow Optimization

Once a Year Complete Review Is Required

Why annual Encompass® platform reviews are critical to reduce risk and stay ahead of industry change.

4 min read

Workflow

Doing the Work

A reminder that effective leadership requires understanding how the work actually gets done.

4 min read

Videos

49:26Workflow

How to Truly Embrace Workflow Before Technology in Your Organization

In this video, we show how to truly embrace Workflow Before Technology by focusing on process before tools. We discuss evaluating workflows, identifying breakdowns in Encompass®, and building a foundation that supports better adoption and scalability.

51:52Encompass Tips

Encompass® Web - Myths Busted

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 aligns with reality—because the right information leads to the best decisions.

22:14Workflow

Why Automation Is Not Your First Key to Success

If you think you can automate yourself to success, you could be right, but that is not the first thing for you to do. Listen in for the 10 steps you need to follow to make sure you are putting workflow before technology in everything you do.

28:40Encompass Tips

Automate Initial Disclosures for TPO & Retail – Here’s How!

Want to know more about how to automate your initial disclosures for your TPO Connect site? How about your initial disclosures for your Retail files? Listen in for details on how to ensure that your loan files are ready for disclosures either way.

31:04Encompass Tips

How to Automate Your Underwriting with Encompass® Native Functionality

Learn how to automate your underwriting workflow with Encompass®️ native functionality fully. We cover the step-by-step process to leverage everything you already have in your hands to produce something that can be truly powerful for your company.

30:33Encompass Tips

How to WIN With Encompass® Opportunities

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.

12:34Tutorials

Introduction to Workflow Review Process

Learn how our comprehensive Workflow Review process identifies inefficiencies and creates streamlined workflows for your Encompass environment.

18:45Tutorials

Mastering Encompass Admin Tools

A comprehensive overview of essential Encompass Admin Tools and how to use them effectively to manage your lending platform.

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