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Best Practices of Document Management Settings in Encompass®️ by ICE Mortgage Technology®
Manage episode 387999730 series 3391879
Larry Bailey द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Larry Bailey या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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 rules
- Document Stacking Templates for eFolder and Shipping
- Using the Protected Document workflow for Underwriting
- How to use Investor Connect and how that is connected to Encompass Partner Connect (EPC)
- Off-Site storage of your documents
Make 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
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info@MortgageWorkflowPartners.com
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