Mastering Encompass®

Hosted by Larry Bailey

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Episodes

264

Latest episode

Oct 2026

Language

EN-US

About the show

Your go-to companion for tips, best practices, and real talk about working in Encompass®. Whether you’re brand new or a seasoned pro, our community is open to everyone. Tune in for conversations that make workflows simpler and your day-to-day a little easier. 👉 Join us at https://www.MasteringEncompass.com 👉 Learn more about MWP: https://mwpinc.com

Listen to episodes

60 recent

November 3, 202627 min

Encompass® Q&A: Project Aurora, Automation & What’s Coming Next

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! In this Mastering Encompass® Open AMA, Larry Bailey answers real-world questions around Project Aurora, automation, Enhanced Conditions, file retention, and Encompass configuration. The conversation covers borrower-paid temporary buydowns, multiple-seller closing documents, Outlook notification settings, Encompass file purging and retention, and what organizations should be doing now to prepare their workflows and configurations for AI and automation. Larry also discusses why successful automation requires more than new technology, including the importance of removing duplicate manual work and clearly defining responsibilities as processes change. ✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

October 30, 202635 min

Who Owns the Workflow? Encompass® Access, Accountability & Governance

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! What happens when your documented workflow, Encompass® configuration, and the way your team actually works don’t match? In this Workflow Governance Live Q&A, Larry Bailey discusses why the loan file should remain the system of record, how workflow ownership helps preserve institutional knowledge, and why Encompass personas, permissions, and business rules should align with documented responsibilities. The conversation also covers managing access after organizational changes, avoiding configuration snowball, keeping workflows current through technology and staffing changes, and getting workflow owners actively involved in continuous governance. Whether you work in mortgage operations, Encompass administration, or leadership, this episode explores how stronger workflow governance can create clearer ownership, better system alignment, and more sustainable processes. Learn more: WorkflowGovernance.net 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

October 27, 202621 min

Enhanced Conditions Migration: What Encompass® Teams Need to Know

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! Thinking about making the move from Standard to Enhanced Conditions in Encompass®? In this episode, Larry Bailey breaks down the Enhanced Conditions Migration Cohort, including what’s included, how the migration process works, and how teams can approach planning, configuration, testing, and rollout. Learn how the cohort provides the structure, tools, and ongoing support to help your team confidently make the move to Enhanced Conditions. 👉 Click here to learn more. ✅ Register for the Enhanced Conditions Cohort here 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

October 19, 202630 min

Workflow Governance: Ownership, Automation & Encompass Technical Debt

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! In this Workflow Governance Live Q&A, Larry Bailey breaks down what it takes to create workflows that are actually owned, followed, and continuously improved. The conversation covers workflow ownership and accountability, documenting processes before making changes, managing Encompass® technical debt and workarounds, governing automation, preparing for Encompass 26.3, and keeping workflows current as technology and business needs evolve. Whether you work in mortgage operations, Encompass administration, or organizational leadership, this episode offers practical guidance for moving beyond one-time process documentation and building a sustainable approach to workflow governance. Learn more: WorkflowGovernance.net 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

October 19, 202658 min

Encompass Enhanced Conditions, Consumer Connect & Workflow Automation

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! In this Mastering Encompass® Open AMA, Larry Bailey answers real-world questions around Enhanced Conditions, Consumer Connect, workflow automation, VantageScore, and upcoming Encompass updates. The conversation covers Enhanced Conditions adoption and migration, construction loan qualification settings, borrower authorization and web document workflows, USPS address validation overrides, VantageScore rollout considerations, upcoming Encompass releases, and tips for finding fields in Encompass Web. Whether you’re an Encompass admin, mortgage operations professional, or just looking for practical ways to improve your workflows, this episode is packed with real questions, live troubleshooting, and actionable insights. ✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

October 2, 202629 min

Workflow Change Management: Ownership, Compliance & Documentation

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! In this episode, Larry Bailey breaks down what it takes to manage workflow changes without losing visibility, accountability, or control. The conversation covers workflow ownership, change logs, approvals, version control, baseline measurement, and regulatory change impact analysis. Larry also explains how to document administrative and vendor-specific processes, determine when to use sub-steps versus decision points, and keep teams working from the current version of a workflow. Whether you’re managing mortgage operations, compliance, technology, or process improvement, this episode offers practical guidance for building workflows that are documented, measurable, and easier to govern as your organization changes. Learn more: WorkflowGovernance.net 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

October 2, 20264 min

WorkflowCoach™ - Workshop 4: WorkflowCoach Affiliate Program

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! Earn 15% of the first paid term every time a referral becomes a WorkflowCoach client. This session covers everything you need to start promoting: the commission structure, how tracking works through the affiliate dashboard (already built and live), promotional strategies that convert on LinkedIn and in communities, and the brand assets MWP provides — email templates, social graphics, demo videos, and a dedicated landing page. We'll walk through your first referral live and show you exactly what happens when someone clicks your link. Click here to learn more about WorkflowCoach™. 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

October 2, 202658 min

Encompass Troubleshooting: Field Triggers, Web Workflows & More

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! In this Mastering Encompass AMA, Larry Bailey tackles real-world Encompass® questions and configuration challenges submitted by the community. This session covers field triggers and loan template design, troubleshooting Encompass Web, role-based Web adoption, application readiness and custom views, Web navigation by channel, DTI reporting fields, and Consumer Connect partner applications. Larry also shares practical guidance for building cleaner configurations, improving performance, and making Encompass workflows easier to manage. If you’re an Encompass administrator, mortgage technology professional, or operations leader looking for practical solutions you can apply in your own environment, this episode is packed with real scenarios and live problem-solving. ✅ Real screens. Real answers. Catch the replay or join live at MasteringEncompass.com 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

September 29, 202617 min

WorkflowCoach™ - Workshop 3: WorkflowCoach for Vendors

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! This isn't a product tour — it's a revenue playbook. If you're an Encompass® consultant, tech vendor, or service provider, WorkflowCoach changes how you sell. We'll show you how to use it as a discovery weapon — seeing a lender's actual workflows instead of a polished PowerPoint — and how to build three service offerings around it: Workflow Audit as a Service, Implementation Accelerator, and Ongoing Governance Partner. Live demo of the vendor portal with RLS-protected client isolation, plus a What-If scenario walkthrough you can use on live client calls. Click here to learn more about WorkflowCoach™. 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.

September 21, 202628 min

Making Workflow Governance Stick: From Resistance to Adoption

Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing , visit https://masteringencompass.com — it’s completely free to join! How do you make workflow governance actually stick? In this Workflow Governance Live Q&A, Larry Bailey breaks down the real-world challenges of implementing and maintaining better workflows, from overcoming resistance to change to building organization-wide ownership. Learn how to start small with workflow governance, identify and improve high-pain processes, document external systems like Total Expert, prevent configuration drift, and create a repeatable approach to continuous workflow improvement. Plus, Larry covers WorkflowCoach™ access, workflow gap analysis, and why successful governance requires more than just your Encompass admin. Learn more: WorkflowGovernance.net 👉 All our links in one spot — workshops, courses, tools & more: https://linktr.ee/mwpinc Mortgage Workflow Partners helps lenders build smarter workflows, improve operations, and get more value from Encompass®. © 2026 Mortgage Workflow Partners Inc. All Rights Reserved.