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

March 2024

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

*Eastern Time Zone

DateTime*Topic
March 53 p.m.Income Fundamentals 101, The First Step in Understanding Acceptable Qualifying Income
March 63 p.m.Analyzing Appraisals, Identifying the Key Areas of the Uniform Residential Appraisal Report
March 71 p.m.Business Tax Returns 101, An Introduction to Business Tax Structures, Forms and Cash Flow
March 123 p.m.Loan Processing Using the URLA/Form 1003, Making the Loan Application Process Easier
March 131 p.m.Business Tax Returns 201, The Basics of Self-Employed Borrower Income Calculation
March 143 p.m.Income Fundamentals 201, The Components of Paystubs and W-2s

April 2024

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

*Eastern Time Zone

DateTime*Topic
April 93 p.m.Conquer the Components, Understanding the Aspects of a Loan File
April 101 p.m.Business Tax Returns 301, Unique Considerations for Sole Proprietorships and Corporations
April 113 p.m.Income Fundamentals 202, Calculating Employment Income
April 163 p.m.Loan Processing Using the URLA/Form 1003, Making the Loan Application Process Easier
April 171 p.m.Business Tax Returns 302, Unique Considerations for Partnerships and S Corporations
April 183 p.m.Analyzing Appraisals, Identifying the Key Areas of the Uniform Residential Appraisal Report

Encompass Training

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


Encompass Business Rules 201

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

Date/Time: March 6, 2024 at 4PM Eastern


Encompass – Intro to Dynamic Data Management

Description: How to use DDM to populate fee and field data in Encompass. With DDM you can replace your templates and field triggers that populate fee data in Encompass. If you have been thinking about using DDM but need a head start – this webinar can help.

Date/Time: March 14, 2024 at 4PM Eastern


Encompass – Intro to Enhanced Conditions

Description: Preview of our new webinar. 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: March 26, 2024 at 4PM Eastern


Encompass eFolder Strategies

Description: Your eFolder is becoming more cluttered. Speed up document delivery. Get the information you need to develop an eFolder management strategy. Control access, manage an increasing number of documents and learn about features of eFolder you might have missed.

Date/Time: April 3, 2024 at 4PM Eastern


Encompass Access – Challenges & Root Causes

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

Date/Time: April 11, 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: April 16, 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: April 23, 2024 at 4PM Eastern