Mastering Encompass®

Mastering Encompass®

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

Episodes

October 2, 2026 • 4 mins

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🎧 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 ...

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🎧 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, appro...

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🎧 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 desi...

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🎧 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 ...

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🎧 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, reusab...

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🎧 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 ...

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🎧 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...

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🎧 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 T...

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🎧 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 an...

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🎧 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 update...

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🎧 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 rele...

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🎧 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 rea...

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🎧 This is the audio-only version of our podcast!
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Larry Bailey answers real Encompass® questions on enhanced conditions, workflow automation, task visibility, persona permissions, custom fields, compliance workflows, and Encompass® integrations.

✅ Re...

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🎧 This is the audio-only version of our podcast!
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Larry Bailey answers real Encompass® questions on Encompass administration, business rules, workflow governance, system configuration, document management, and AI tools.

✅ Real screens. Real answers. ...

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July 9, 2026 • 55 mins

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🎧 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...

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🎧 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 ...

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June 16, 2026 • 60 mins

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🎧 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 t...

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🎧 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 enhance...

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🎧 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 T...

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🎧 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...

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