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Closer Best Practices - Closing Like a Master in Encompass®️ by ICE Mortgage Technology®
Manage episode 383831621 series 3391879
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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.
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