Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes.

Key topics covered:
• Encompass 26.2 and 26.3 updates
• SDK transition planning and admin best practices
• Workflow tasks, troubleshooting, and automation strategies

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This AMA covered Encompass® 26.2 updates, AI tools for Encompass administration, workflow governance, automation best practices, and troubleshooting strategies. Discussions focused on leveraging AI to support workflow management, preserving institutional knowledge, improving automation design, and ensuring technology decisions align with operational workflows.

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This AMA focused on Encompass® administration topics including persona access to fields, workflow tasks, automation strategies, AI governance, scheduler troubleshooting, and upcoming platform enhancements. Larry Bailey also shared thoughts on operational efficiency, workflow governance, and preparing organizations for increased automation.

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes.

Key topics covered:
• VA Appraisal Fee Updates
• Business Rule Field Trigger Troubleshooting
• Cancel Scheduler Usage and Workflow Rule Design
• SSO Implementation for Encompass UAT
• Consumer Connect Homepage and Application Customization Tool
• AI Tools in Mortgage Workflow
• Itemization Fee Management and Duplicate Removal
• Project Management and Workflow Governance

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes.

Key topics covered:
• Document Management Issues in Encompass
• Workflow Tasks and Automation in Encompass
• Vendor Integrations and Technology Selection
• WorkflowCoach™ Platform Features and Beta Program
• SDK Transition and API Security in Encompass

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes.

Key topics covered:
• WorkflowCoach™ overview and beta access
• Encompass 26.1 updates and shared lock functionality
• Workflow rules and automation strategies

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Workflow rules, pipeline views, reporting options, and real workflow troubleshooting. This week’s Ask Me Anything Encompass® covers the questions admins and users across the community are asking right now.

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

Let us know what questions you have. Give us feedback too.

🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

AWS migration, API data overwrites, HMDA in wholesale, Safari eSign issues, SSO workarounds, and real connectivity troubleshooting. This AMA covered what Encompass® admins and users are actually dealing with.

✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com

👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc

Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®.
© 2026 Mortgage Workflow Partners Inc. All Rights Reserved.