A podcast as your companion to the Mastering EncompassĀ® information we continue to share. Everyone can join the Mastering EncompassĀ® community, regardless of where you work. Most importantly, we focus on workflow and "Best Practices" to help as many community members as possible. We focus our conversations, support, insights, and help to those leveraging the EncompassĀ® platform. Join the community today at this link - https://www.MasteringEncompass.com
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Encompass Training Podcasts
The Mortgage Calculator Mortgage Loan Officer Training Series covers an in depth training for new and experienced MLOs on different loan types. Our program features live demos to not only structure a loan, but also the specific setup of a loan file in an LOS system such as Encompass. Both new and experienced Loan Officers and Mortgage Brokers can learn new tips and tricks for loans, new loan products, non traditional mortgage programs and much more! For more info visit https://themortgagecal ...
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B2B marketing in Asia starts here. Discover APAC growth strategies, brand localization, PR, ABM and demand generation in Japan and across Asia-Pacific. The Asia AIM Podcast is your front row seat to the strategies, stories and successes powering todayās most innovative B2B brands in Japan, Southeast Asia & the wider APAC region. From generating demand and localizing brands to shaping PR strategy and executing ABM in Asia, this podcast brings you behind the scenes with marketing leaders and b ...
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Welcome to Outside the Box, a podcast that has evolved from its roots in EMS clinical excellence to a broader exploration of the topics, trends, and challenges surrounding the EMS industry today. Initially launched as a platform for driving clinical performance within emergency medical services, our journey has expanded to encompass a broader array of subjects that touch the lives and work of EMS professionals and beyond. We now delves into the intersections of healthcare, personal developme ...
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Welcome to The WithU Podcast, where our world-class roster of coaches take you through a new workout in every episode. Our workouts encompass a range of modalities, from running to yoga to meditation, so thereās something for everyone and every mood! Our coaches will guide you through every movement, to make sure youāre lifting, stretching, and sprinting at all the right moments. So ā lace up your trainers, pick up your dumbbells, or roll out your yoga mat and immerse yourself in The WithU P ...
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The year was 2016 when India saw its first transaction through a QR code. Additionally, the recent innovations are the blockchain and NFT. Transaction technology has visibly changed over the years leading to new IT job roles in BFSI industries. Banking HRs are rolling up their sleeves to recruit and train this new wave of Fintech talent. The next mission is to cut costs, boost efficiency, and provide challenging roles to the workforce. HRs are focussing on these core activities while delegat ...
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1
Relationships First: The Unwritten Rules of B2B Sales in Japan with Dr. Greg Story, President, Dale Carnegie Training Japan | Ep 3
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41:30Welcome to Episode 3 of the Asia AIM podcast. Doing business in Japan is unlike anywhere else in the world; if you want to succeed, relationships are crucial. Today, Robert Heldt is joined by Dr. Greg Story, author of Japan Sales Mastery, to uncover why trust and long-term partnerships are vital for Japanās B2B market. From illustrating and explainā¦
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1
Secondary Simplified: From Lock Desk to Loan Sale
52:52
52:52
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You're listening to Part 7 of our free 12-part live series, "From First Click to Final Docs." Donāt miss the next sessionsājoiā¦
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1
Underwriting Unlocked: Best Practices for File Flow
56:56
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You're listening to Part 6 of our free 12-part live series, "From First Click to Final Docs." Donāt miss the next sessionsājoiā¦
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1
Navigating Japanās SaaS Market: Localization & Partnerships with Shay Khosrowshahi, MD YuLife Japan | Ep 2
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40:30Hello and welcome to Asia AIM, the podcast that uncovers the strategies and stories driving business success in Japan and the APAC region. Robert Heldt, CEO of AIM B2B, is joined by Shay Khosrowshahi, Managing Director of YuLife Japan and Asia. From scaling a SaaS startup in the UK to leading its explosive growth in Japan, Shay reveals how to navigā¦
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1
Processing Power: Pre-Underwriting Workflow Secrets
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52:07Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! ā
You're listening to Part 5 of our free 12-part live series, "From First Click to Final Docs." Donāt miss the next sessionsājoiā¦
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In this episode of Outside the Box, host Kevin sits down with Ret. Chief Ken Prillaman, a veteran fire service leader with nearly five decades of experience, to discuss something every leader needs to master: seizing opportunities. From career growth to training, mentorship, and seizing the right moment to step up, this conversation explores why saā¦
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1
Home Sales Stay Sluggish in June - šMarket News
9:28
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9:28Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! š Our first book is here! Workflow Before Technology reveals why mortgage companies that fix operations first win moreāand how yā¦
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1
Launch Ready: Initial Disclosures & Processing Prep
51:03
51:03
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51:03Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! ā
You're listening to Part 4 of our free 12-part live series, "From First Click to Final Docs." Donāt miss the next sessionsājoiā¦
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1
Consumer Inflation Rises, Tariff Impact Muted - šMarket News
11:19
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11:19Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! š Our first book is here! Workflow Before Technology reveals why mortgage companies that fix operations first win moreāand how yā¦
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1
Cracking B2B Marketing in Asia: How AIMās Adapt-Implement-Maximize Framework Wins Japan & APAC | Ep 1
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38:40B2B marketing in Asia, Japan localization, APAC demand gen, and cultural nuance headlines this kickoff episode of the Asia AIM Podcast. Join AIM B2B CEO Robert Heldt and COO Sam Bird as they break down what it really takes to build trust, localize content, and accelerate revenue in JapaTa n and the wider APAC region. From the inside scoop on AIMās ā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of June 30, 2025 in Review Mixed messages are swirling in the latest job market data. What does it all mean? Read on for keā¦
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B2B marketing in Asia starts here. Discover APAC growth strategies, brand localization, PR, ABM and demand generation in Japan and across Asia-Pacific. The Asia AIM Podcast is your front row seat to the strategies, stories and successes powering todayās most innovative B2B brands in Japan, Southeast Asia and the wider APAC region. From generating dā¦
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1
Seamless Starts: Application & Borrower Docs Done Right
42:22
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42:22Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! ā
You're listening to Part 3 of our free 12-part live series, "From First Click to Final Docs." Donāt miss the next sessionsājoiā¦
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1
Inflation Above Estimates, Home Sales Stall
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15:09Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of June 23, 2025 in Review The Fed's preferred inflation gauge exceeded expectations in May. Meanwhile, the housing market ā¦
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In this episode of Outside the Box, we explore how Fire and EMS Leaders can intentionally shape workplace culture. Whether you lead a station, a shift, or a department, culture is happening whether you design it or not. Our host, Kevin, sits down with returning guest and school principal Kathy, whose leadership in education mirrors many of the sameā¦
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1
Fed Holds Rates Steady, Home Construction Slows
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10:37Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of June 16, 2025 in Review Due to ongoing economic uncertainty, the Federal Reserve has decided to keep its benchmark Federā¦
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1
Green Light Strategy: Qualification, Preapprovals & Early Wins
45:19
45:19
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45:19Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! ā
You're listening to Part 2 of our free 12-part live series, "From First Click to Final Docs." Donāt miss the next sessionsājoiā¦
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1
Capture & Convert: Lead Aggregation + Management
40:02
40:02
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40:02Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! ā
You're listening to Part 1 of our free 12-part live series, "From First Click to Final Docs." Donāt miss the next sessionsājoiā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of May 19, 2025 in Review Housing showed mixed signals in April, with existing home closings disappointing while new home cā¦
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1
How to Create and Manage a Helpdesk That Actually Trains People Too
50:50
50:50
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50:50Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! ā
Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com ā itās the best time to ask questionā¦
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1
Inflation Surprises Analysts, Home Construction Slows
12:53
12:53
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12:53Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of May 12, 2025 in Review Inflation came in lower than anticipated in April, indicating that tariff effects haven't fully aā¦
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1
How to Truly Embrace Workflow Before Technology in Your Organization
49:55
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49:55Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! ā
Remember to join us live every other Tuesday at 4 PM ET at https://masteringencompass.com ā itās the best time to ask questionā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of May 5, 2025 in Review The Federal Reserve maintained its pause on interest rate cuts, taking a cautious "wait and see" aā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of April 28, 2025 in Review Economic updates last week revealed that the labor market showed some weakness, first quarter eā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of April 21, 2025 in Review Home sales showed mixed results for new and existing properties in March, while the Federal Resā¦
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1
Learning How to Make Leveraging Third-Party Technologies Your Last Resort
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36:55Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! This week, we explored how to make the most of native Encompass features and why third-party services should be a last resort. Wā¦
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1
Tariff Trouble: Why Builders and Retailers Are Feeling the Heat
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11:04Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of April 14, 2025 in Review Fed Chair Jerome Powell warned of a possible "challenging scenario" on the horizon. Meanwhile, ā¦
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1
Not All Plug-Ins Are Created Equal ā Zach Sharkey Explains Why | ICE X25 Interview
13:34
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13:34Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! š Watch the video interview here In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of ā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of April 7, 2025 in Review While inflation came in lower than anticipated in March, this positive development was overshadoā¦
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1
Dan Smokoska on AI, Automation & Social Selling in Mortgage | ICE X25 Interview
16:38
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16:38Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! š Watch the video interview here In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of ā¦
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1
Learn How to Run Your Organization on Data to Truly Automate
43:09
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43:09Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Leveraging data to run your business through modern EncompassĀ® Data Workflows is how every company can find efficiencies. Are yoā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of March 31, 2025 in Review March saw stronger-than-expected job growth, but the labor sector continues to deliver mixed meā¦
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Mike Kelleher on Mortgage Marketing, Calculators, and the AI Shift | ICE X25 Interview
14:49
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14:49Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! š Watch the video interview here In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of ā¦
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1
Inflation Move a Concern, Home Sales Rebound
11:52
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11:52Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of March 24, 2025 in Review The Federal Reserve's key inflation gauge moved in the wrong direction in February, a concerninā¦
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1
Stop Hiding Behind Emails ā Just Pick Up the Phone! [Dale Vermillion of Mortgage Champions Interview at ICE X25]
19:52
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19:52Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! š Watch the video interview here In this special episode recorded on-site at ICE X25, Larry Bailey hosts a rapid-fire series of ā¦
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1
Federal Reserve Stays PutāHousing Market Doesnāt
11:34
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11:34Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of March 17, 2025 in Review The Federal Reserve kept interest rates unchanged, as anticipated, while unveiling its latest eā¦
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1
February Inflation Disappoints: A Bigger Problem Ahead? Market News 3/17/25
8:57
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8:57Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of March 10, 2025 in Review Inflation pressures moderated in February, and January job openings exceeded expectations. Howeā¦
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1
Why Overbuilding Custom Input Forms Is Actually the Problem and What to Do About It
54:26
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54:26Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Watch the replay to dive into input form optimization, SDK transition updates, and key takeaways from the ICE conference. We covā¦
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1
Signs of Turbulence in the Labor Sector - Market News 3/10/25
8:35
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8:35Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of March 3, 2025 in Review Turbulence is building in the labor market, while recent reports show that homeownership remainsā¦
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1
What to Do About Breaking the Endless Cycle of Not Having Enough Time to Get Projects Started and Finished
51:47
51:47
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51:47Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Struggling to find time for projects? Watch the replay to learn how to break the cycle. We covered time management challenges, pā¦
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Existing Home Sales, New Construction Slow - Market News 2/24/25
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7:36Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of February 17, 2025 in Review Sales of existing homes declined in January but are projected to increase throughout the yeaā¦
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1
Why and When to Leverage EncompassĀ® Web in All of Your Workflows
58:23
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58:23Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Missed the live session? Watch the replay to catch up! We covered key updates in Encompass 25.1, workflow optimization with notiā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of February 3, 2025 in Review Labor sector reports indicated a mix of strengths and weaknesses, while annual home appreciatā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of January 27, 2025 in Review The Fed held rates steady, inflation aligned with projections, and low existing home inventorā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! In the world of EncompassĀ® Web, distinguishing fact from fiction is essential to making informed business decisions. With so mucā¦
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1
How and Why to Move to and Use Enhanced Conditions for Retail and TPO Channels
59:37
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59:37Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Want to unlock the full potential of Enhanced Conditions in Encompass? Larry Bailey breaks down the how, why, and when, clears uā¦
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Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Week of January 20, 2025 in Review Decemberās Existing Home Sales hit their highest level since February, while real-time rentalā¦
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1
Getting Your Personas and User Groups Aligned With Your Company Properly
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57:36Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! Discover how to align personas and user groups with your companyās workflows for smoother operations in Encompass. Learn why focā¦
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1
December Jobs: Big Gains, Hidden Weaknesses!
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12:02Let us know what questions you have. Give us feedback too. š§ This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com ā itās completely free to join! āļø Going to ICE X25? Come to our Warp-Up Event! Week of January 6, 2025 in Review Despite Decemberās strong headline job gains, ā¦
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1
Loan Officer Training - 01/16/2025 - Mastering Rate Lock Management for Loan Officers
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24:37In todayās competitive mortgage industry, understanding rate lock management is essential for every loan officer aiming to deliver top-notch service and close deals with confidence. In this episode, we dive deep into the art and science of rate lock management. Learn how to navigate fluctuating markets, communicate effectively with clients about raā¦
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