Loan Folder Move $1,295
Say goodbye to the hassle of manually organizing loans in Encompass®! The Loan Folder Move plugin from ATI brings automation to the process, allowing you to effortlessly manage loan folders without the risk of errors or oversight. Let the plugin handle the organization, so you can focus on what truly matters – closing loans and ensuring a smooth workflow.
Features of Encompass Loan Folder Move
Customize the criteria for loan folder transfers based on your business needs, including milestone completions, field data entries, status changes, and more. Ensure the right loans are placed in the right folders at the right time.
The plugin ensures data changes are implemented immediately, providing your team with up-to-date loan folder assignments.
By automating loan folder updates, your team can focus on critical tasks, enhancing productivity and smoother workflows.
With real-time data changes, your team has more time to review and verify, reducing costly errors due to incorrect folder designations.
Benefits of Loan Folder Move
The automated loan organization creates more organized and concise pipelines, allowing users to focus on relevant loans and activities for the day.
Enhanced User Satisfaction:
By eliminating the need for manual folder transfers, end-users are freed from repetitive tasks, leading to higher satisfaction and improved morale.
Improved Data Integrity:
Put an end to data integrity issues arising from manual folder transfers, ensuring accurate and consistent loan data throughout Encompass®.
The automation reduces clicks and administrative effort, enabling your staff to dedicate more time to essential tasks and client interactions.