Upcoming Webinars

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Register below for one of our upcoming featured or live webinars. Click on a title to read more about that session and complete the online registration form.

Webinars are presented using RingCentral. Before choosing a course, please test the interface in advance by clicking here. If the RingCentral Join a Meeting window opens, you can access RingCentral. Please close the window. If you do not have access, contact your IT Department for help or access RingCentral outside your company’s firewall. Please use Chrome or Edge to access the webinars. Other web browsers may not be compatible, including Internet Explorer, Safari and Firefox.

Monthly Webinars

October 2023

Click an event to see webinar details and start time for all time zones.

*Eastern Time Zone

DateTime*Topic
October 101 p.m.Master the Mystery, Navigating and Evaluating Personal Tax Return
October 113 p.m.Business Tax Returns 101, An Introduction to Business Tax Structures, Forms and Cash Flow
October 121 p.m.Business Tax Returns 201, The Basics of Self-Employed Borrower Income Calculation
October 173 p.m.Business Tax Returns 301, Unique Considerations for Sole Proprietorships and Corporations
October 191 p.m.Business Tax Returns 302, Unique Considerations for Partnerships and S Corporations

November 2023

Click an event to see webinar details and start time for all time zones.

*Eastern Time Zone

DateTime*Topic
November 71 p.m.Loan Processing Using the URLA/Form 1003, Making the Loan Application Process Easier
November 81 p.m.Master the Mystery, Navigating and Evaluating Personal Tax Return
November 93 p.m.Analyzing Appraisals, Identifying the Key Areas of the Uniform Residential Appraisal Report
November 143 p.m.Business Tax Returns 301, Unique Considerations for Sole Proprietorships and Corporations
November 151 p.m.Conquer the Components, Understanding the Aspects of a Loan File
November 161 p.m.Business Tax Returns 302, Unique Considerations for Partnerships and S Corporations

Encompass Training

To sign up for any of the webinars listed below, email Jim at [email protected].

Intro to Web Input Form Builder

Description: Targeted for Encompass admins and others interested in creating custom input forms (screens) for the web version of Encompass. Basics of the controls available, their properties and use, activating your forms and a brief look at Encompass Web.

Date/Time: October 3, 2023 at 4PM Eastern

Encompass – Intro to Enhanced Conditions

Description: What are Enhanced Conditions? How to setup and use Enhanced Conditions in Encompass. Using Enhanced Conditions in Business Rules, Reports and Custom Print Forms. Converting your existing Conditions to Enhanced Conditions.

Date/Time: October 12, 2023 at 4PM Eastern

Intro to Input Form Builder

Description: Targeted for Encompass admins and others interested in creating custom input forms (screens) using the Input Form Builder (IFB) in Encompass. Basics of the controls available, their properties and use, attaching code using macros and the tools provided in the IFB.

Date/Time: October 17, 2023 at 4PM Eastern

** Preview – Encompass Reports

Description: Preview of the new Encompass Reports webinar. How to create and run reports in Encompass. Topics will include adding fields to the Report Database, creating reports, filter criteria, using Excel calculations and managing reports.

Date/Time: October 26, 2023 at 4PM Eastern

Encompass Business Rules 101

Description: BR101 is for admins and users with no rules writing or programming background. Learn how to use the Advanced Condition Editor to setup a business rule with no previous experience needed.

Date/Time: November 13, 2023 at 4PM Eastern

Encompass Business Rules 102

Description: BR102 is an introduction to Encompass business rules. Some experience with how to use the Advanced Condition Editor or BR101 is assumed. Use business rules to enhance your system with the examples provided.

Date/Time: November 16, 2023 at 4PM Eastern

Encompass Business Rules 201

Description: BR201 More focus on advanced coding, conflict resolution in business rules and performance considerations.

Date/Time: November 28, 2023 at 4PM Eastern