Video Management
Category: Workflow
Duration: 49:26
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.
Category: Encompass Tips
Duration: 51:52
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.
Category: Workflow
Duration: 22:14
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.
Category: Encompass Tips
Duration: 28:40
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.
Category: Encompass Tips
Duration: 31:04
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.
Category: Encompass Tips
Duration: 30:33
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.
Category: Tutorials
Duration: 12:34
Learn how our comprehensive Workflow Review process identifies inefficiencies and creates streamlined workflows for your Encompass environment.
Category: Tutorials
Duration: 18:45
A comprehensive overview of essential Encompass Admin Tools and how to use them effectively to manage your lending platform.