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Persona Updates for 23.3
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Manage episode 376981887 series 3391879
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In today's community meeting, we review the most important updates for the Persona setting in the Encompass® 23.3 Major Release. We covered The updates for:
- Project Review for Condos
- Subscribing to Webhooks
- Ordering Pre-Closing Docs
- Proforma CDs
- Ordering Disclosures with MAVENT® Fails (Encompass® on the Web)
- Default Pipeline Views
- New Input Form Access for:
- Supplemental Insurance
- New AMI (Area Median Income) section on the Borrower Summary - Origination, Fannie & Freddie Additional Information
- Persona Access to Loans
- Persona Access to Fields
- DDM Rules
- Input Form Builder Code
- Task-Based Workflows
- Enhanced Conditions
- Truly Automated Conditions
We covered a lot and doing it from a rest stop in Connecticut to boot! Watch the whole video replay. You will not be disappointed.
👉Watch here: http://www.masteringencompass.com/
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