Mastering Encompass®

29:43

Workflow Change Management: Ownership, Compliance &...

Mastering Encompass® ·

2026/10/02

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

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4:55

WorkflowCoach™ - Workshop 4: WorkflowCoach Affiliate...

Mastering Encompass® ·

2026/10/02

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

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58:11

Encompass Troubleshooting: Field Triggers, Web...

Mastering Encompass® ·

2026/10/02

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

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17:30

WorkflowCoach™ - Workshop 3: WorkflowCoach for Vendors

Mastering Encompass® ·

2026/09/29

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

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28:46

Making Workflow Governance Stick: From Resistance to...

Mastering Encompass® ·

2026/09/21

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.

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44:10

WorkflowCoach™ - Workshop 2: Advanced WorkflowCoach &...

Mastering Encompass® ·

2026/09/21

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! You know the basics. Now let's govern. This session takes you from building workflows to continuously governing them across your team. We'll cover conditional logic and multi-branch workflows, reusable templates, version control, and the full governance cycle — identify

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55:38

Building Better Encompass® Workflows: Automation,...

Mastering Encompass® ·

2026/09/21

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 CRM field automation, rate-lock redisclosures, disclosure tracking, Blend and Optimal Blue locking workflows, manual underwriting controls, milestone architecture, and Encompass Web adoption. ✅ Real screens. Real answers.

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28:45

WorkflowCoach™ - Workshop 1: Getting Started

Mastering Encompass® ·

2026/09/16

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! New to WorkflowCoach? This is your starting line. In 45 minutes, you'll go from "never seen the platform" to "I can build my first workflow." We'll cover the core philosophy — Workflow Before Technology® — and why workflows drift even when your tech doesn't. Then we'll walk

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26:12

Workflow Ownership & the Workflow Governance...

Mastering Encompass® ·

2026/09/16

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! Who actually owns your workflows, and what happens when no one does? In this Workflow Governance Live Q&A, Larry Bailey breaks down why effective governance starts with clear workflow ownership and accountability and walks through the Workflow Governance Operating

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62:18

Encompass® Web, Enhanced Conditions & SDK Changes

Mastering Encompass® ·

2026/09/14

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 stability issues, Enhanced Conditions, Web navigation and persona access, AUS troubleshooting, document integrations, SDK transition updates, and workflow governance. ✅ Real screens. Real answers. Catch the replay

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48:30

What’s Changing in Encompass®? Web, Enhanced...

Mastering Encompass® ·

2026/09/11

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 stability issues, Enhanced Conditions testing, Web navigation and readiness, AUS troubleshooting, SDK transition updates, and upcoming releases. ✅ Real screens. Real answers. Catch the replay or join live at

en-us

35:46

The Workflow Problem Most Organizations Don’t See |...

Mastering Encompass® ·

2026/08/24

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

en-us

45:37

Inside Encompass: Enhanced Conditions, Personas &...

Mastering Encompass® ·

2026/08/18

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

en-us

53:05

Business Rules, Workflow & AI in Encompass®

Mastering Encompass® ·

2026/07/29

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

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55:29

Your Encompass® Questions, Answered

Mastering Encompass® ·

2026/07/09

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,

en-us

49:04

Encompass® Updates, SDK Transition Planning, &...

Mastering Encompass® ·

2026/06/25

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 ✅

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60:27

Encompass® Questions Answered Live

Mastering Encompass® ·

2026/06/16

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,

en-us

49:01

The Encompass® Questions Everyone Is Asking Right Now

Mastering Encompass® ·

2026/06/01

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,

en-us

41:20

What Encompass® Admins & Users Are Asking Right Now...

Mastering Encompass® ·

2026/05/13

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 • SS...

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55:57

Fixing Encompass® Document Issues + Smarter Workflow...

Mastering Encompass® ·

2026/04/16

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...

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