Listen

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/

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.