Best Practices of Document Management Settings in Encompass®️
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Recording from December 5, 2023
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…
The skinny
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