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

September 2024

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

*Eastern Time Zone

DateTime*Topic
September 171 p.m.Business Tax Returns 101, An Introduction to Business tax Structures, Forms and Cash Flow
September 183 p.m.Income Fundamentals 101, The First Step in Understanding Acceptable Qualifying Income
September 191 p.m.Conquer the Components, Understanding the Aspects of a Loan File
September 193 p.m.Analyzing Appraisals, Identifying the Key Areas of the Uniform Residential Appraisal Report
September 241 p.m.Income Fundamentals 201, The Components of Paystubs and W-2s
September 253 p.m.Business Tax Returns 201, The Basics of Self-Employed Borrower Income Calculation

October 2024

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

*Eastern Time Zone

DateTime*Topic
October 151 p.m.Loan Processing Using the URLA/Form 1003, Making the Loan Application Process Easier
October 163 p.m.Business Tax Returns 301, Unique Considerations for Sole Proprietorships and Corporations
October 171 p.m.Analyzing Appraisals, Identifying the Key Areas of the Uniform Residential Appraisal Report
October 223 p.m.Income Fundamentals 202, Calculating Employment Income
October 231 p.m.Conquer the Components, Understanding the Aspects of a Loan File
October 243 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].


Encompass Partner Connect (MI Center)

Description: An introduction to the MI Center and Arch MI EPC integration for Encompass. How to use MI Center in Web Encompass as well as the Desktop (SmartClient). Includes an overview of setting up the required services in Encompass Web.

Date/Time: September 5, 2024 at 4PM Eastern


Encompass Access – Challenges & Root Causes

Description: This webinar is geared towards smaller and new Encompass users. It is also beneficial for those who are new to the admin role and are struggling to diagnose user challenges in Encompass.

Date/Time: September 10, 2024 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: September 17, 2024 at 4PM Eastern


Intro to Custom Print Forms (New)

Description: Targeted for Encompass admins and others interested in creating custom print forms for use in Encompass. How to create and import documents for use in Encompass. How to map data fields and use Word formatting features in your custom docs.

Date/Time: September 24, 2024 at 4PM Eastern

September 24, 2024 at 4PM Eastern


Encompass Partner Connect (MI Center)

Description: An introduction to the MI Center and Arch MI EPC integration for Encompass. How to use MI Center in Web Encompass as well as the Desktop (SmartClient). Includes an overview of setting up the required services in Encompass Web.

Date/Time: October 8, 2024 at 4PM Eastern


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 17, 2024 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 22, 2024 at 4PM Eastern