Mastering Encompass® Leveraging Encompass eFolder Document and File Manager 📂

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=KcGv_qX3czg

Hi, it's Larry Bailey from Mortgage Workflow Partners. In this video, I want to show you how to use the E-folder in Encompass® to keep your team members organized and efficient. I'll focus on two often overlooked buttons: Document Manager and File Manager. Document Manager allows you to manage documents relevant to the condition and associate them with underwriting conditions. File Manager is designed to split and break files into different documents. By using these tools, you can save time and increase productivity. Please explore the document manager for loans you have in a process where you're working through them. • 👉 Visit our Linktree - https://linktr.ee/masteringencompass • Larry Bailey - Your Community Advocate • © 2024 Mortgage Workflow Partners Inc. All Rights Reserved. • #mortgage #workflow #workflowautomation #education #administration #loanofficer #mortgagelender #mortgagebroker

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