Description

In today's community meeting, we review the most important updates for the Persona setting in the Encompass® 23.3 Major Release. We covered The updates for:

1. Project Review for Condos
2. Subscribing to Webhooks
3. Ordering Pre-Closing Docs
4. Proforma CDs
5. Ordering Disclosures with MAVENT® Fails (Encompass® on the Web)
6. Default Pipeline Views
7. New Input Form Access for: 
   1. Supplemental Insurance 
   2. New AMI (Area Median Income) section on the Borrower Summary - Origination, Fannie & Freddie Additional Information
8. Persona Access to Loans
9. Persona Access to Fields
10. DDM Rules
11. Input Form Builder Code
12. Task-Based Workflows
13. Enhanced Conditions
14. Truly Automated Conditions

We covered a lot and doing it from a rest stop in Connecticut to boot! Watch the whole video replay. You will not be disappointed.
👉Watch here:  http://www.masteringencompass.com/

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