Mastering Encompass®

Hosted by Larry Bailey

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Episodes

250

Latest episode

Aug 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

August 24, 202635 min

The Workflow Problem Most Organizations Don’t See | Live Q&A

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! Join author Larry Bailey every other week for a 30-minute live session where we work through your questions on workflow governance — implementation challenges, WGOS framework questions, and real-world application. 👉 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.

August 18, 202645 min

Inside Encompass: Enhanced Conditions, Personas & 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! Larry Bailey answers real Encompass® questions on enhanced conditions, workflow automation, task visibility, persona permissions, custom fields, compliance workflows, and Encompass® integrations. ✅ 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.

July 29, 202653 min

Business Rules, Workflow & AI in Encompass®

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! Larry Bailey answers real Encompass® questions on Encompass administration, business rules, workflow governance, system configuration, document management, and AI tools. ✅ 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.

July 9, 202655 min

Your Encompass® Questions, Answered

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! Larry Bailey answers real Encompass® questions on workflow rules, SSO, forms, disclosures, Encompass 26.2, and practical troubleshooting. ✅ 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.

June 25, 202649 min

Encompass® Updates, SDK Transition Planning, & Workflow Help

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 Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes. Key topics covered: • Encompass 26.2 and 26.3 updates • SDK transition planning and admin best practices • Workflow tasks, troubleshooting, and automation strategies ✅ 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.

June 16, 20261 hr 0 min

Encompass® Questions Answered Live

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 AMA covered Encompass® 26.2 updates, AI tools for Encompass administration, workflow governance, automation best practices, and troubleshooting strategies. Discussions focused on leveraging AI to support workflow management, preserving institutional knowledge, improving automation design, and ensuring technology decisions align with operational workflows. ✅ 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.

June 1, 202649 min

The Encompass® Questions Everyone Is Asking Right Now

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 AMA focused on Encompass® administration topics including persona access to fields, workflow tasks, automation strategies, AI governance, scheduler troubleshooting, and upcoming platform enhancements. Larry Bailey also shared thoughts on operational efficiency, workflow governance, and preparing organizations for increased automation. ✅ 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.

May 13, 202641 min

What Encompass® Admins & Users Are Asking Right Now (Live AMA)

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 Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes. Key topics covered: • VA Appraisal Fee Updates • Business Rule Field Trigger Troubleshooting • Cancel Scheduler Usage and Workflow Rule Design • SSO Implementation for Encompass UAT • Consumer Connect Homepage and Application Customization Tool • AI Tools in Mortgage Workflow • Itemization Fee Management and Duplicate Removal • Project Management and Workflow Governance ✅ 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.

April 16, 202655 min

Fixing Encompass® Document Issues + Smarter 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! This Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes. Key topics covered: • Document Management Issues in Encompass • Workflow Tasks and Automation in Encompass • Vendor Integrations and Technology Selection • WorkflowCoach™ Platform Features and Beta Program • SDK Transition and API Security in Encompass ✅ 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.

April 1, 202657 min

What Keeps Coming Up in Encompass®

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 Encompass® AMA breaks down the scenarios teams face daily, with live insights and practical fixes. Key topics covered: • WorkflowCoach™ overview and beta access • Encompass 26.1 updates and shared lock functionality • Workflow rules and automation strategies ✅ 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.