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Quality Control Best Practices - QC Like a Master in Encompass®

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Manage episode 453685212 series 3548710
Content provided by Larry Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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!

Recording from November 21, 2023
Whoever says Quality Control is not the heartbeat of the organization obviously needs to listen to this replay. On this episode, we covered:

  • Reviewing the new space on Mortgage.Community for your Encompass® - Journey to the Web
  • Using Document Protection in the eFolder
  • Leveraging outside platforms like ACES
  • Using Enhanced Conditions to ensure your QC team is the only group to clear those QC conditions
  • Build and use a QC Comparison custom input form
  • Managing files that are pulled for QC review - Pre-closing and Post-closing
  • Compiling and tracking Post-closing conditions into changes for your Encompass® platform
  • Wishing everyone a Happy Thanksgiving

Don't miss our next episode next week! - It is so much better when you come to the live show for all of your questions and conversations.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

219 episodes

Artwork
iconShare
 
Manage episode 453685212 series 3548710
Content provided by Larry Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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!

Recording from November 21, 2023
Whoever says Quality Control is not the heartbeat of the organization obviously needs to listen to this replay. On this episode, we covered:

  • Reviewing the new space on Mortgage.Community for your Encompass® - Journey to the Web
  • Using Document Protection in the eFolder
  • Leveraging outside platforms like ACES
  • Using Enhanced Conditions to ensure your QC team is the only group to clear those QC conditions
  • Build and use a QC Comparison custom input form
  • Managing files that are pulled for QC review - Pre-closing and Post-closing
  • Compiling and tracking Post-closing conditions into changes for your Encompass® platform
  • Wishing everyone a Happy Thanksgiving

Don't miss our next episode next week! - It is so much better when you come to the live show for all of your questions and conversations.

Larry Bailey - Your Community Advocate
© 2025 Mortgage Workflow Partners Inc. All Rights Reserved.

  continue reading

219 episodes

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