⭐Join us for live discussions every Tuesday at 4 PM ET at Mortgage.Community. Everyone is welcome and it is free to join.

Do you really understand when to use Encompass® desktop business rules versus web workflow rules? Do you know how to use them in concert with each other? Did you think about using a Scheduler to update a custom field? Listen in for knowledge, suggested solutions, and updates that may help you today. Join us each week at 4 PM ET for the live conversation.

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0:00 - Introduction
2:49 - ASO Bots
5:01 - Milestone Completion & FDE Business Rules
10:07 - Field Triggers vs DDMs
12:45 - Persona Access to Fields vs Persona Access to Loans
16:08 - Workflow Rule vs DDM vs Field Trigger
23:00 - Services
24:43 - Emails vs Workflow Rules for Notification Templates
29:00 - 29:48 - Summary

Larry Bailey - Your Community Advocate
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