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Podcast: Mastering Encompass® by Mortgage Workflow Partners Inc. (old)
Episode: Best Practices of Document Management Settings in Encompass®️ by ICE Mortgage Technology®
Description: We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed:Role Access to Documents business rulesDocument Stacking Templates for eFolder and ShippingUsing the Protected Document workflow for UnderwritingHow to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)Off-Site storage of your documentsMake sure to watch the full replay for all of the details. Remember, we only have 3 events left in 2023. Make as many as you can.👉Click here to watch the full replay: www.MasteringEncompass.com