Checking out your Personas, Organization/Users, Milestones, & User Groups

The Mortgage Community

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Check out some best practices regarding how you manage your personas, user groups, as well as organizational structure of your user folders. Lastly, we go over milestone templates, and what you should never do with your loan template sets. Tune in to find out everything!
Also - here's the link to check out our Encompass® Web Essentials Course as mentioned in the replay - https://masteringencompass.com/web-essentials - start at any time!
👉Click here to watch the full replay: Mortgage.Community
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