Features of Encompass® Organization Details Plugin
Streamline your loan assignment process with our Automated Assignment feature. Once the Organization ID (Org ID) is provided, the plugin assigns Franchise, Team, and Sub-Team attributes to loans. This eliminates manual input and guesswork, ensuring accurate and consistent assignments every time. Spend less time on routine tasks and more time on strategic decision-making.
Elevate your loan management strategy with Advanced Allocation. This feature intelligently distributes loans to Branch and Regional Managers based on predefined criteria. Experience enhanced efficiency as loans are automatically directed to the right teams for optimal management. Say goodbye to uneven workloads and hello to a balanced and productive workflow.
We understand the importance of getting things up and running swiftly. Our plugin comes with Quick Installation capabilities, allowing you to integrate seamlessly into your existing loan origination system. With minimal setup time, you can start reaping the benefits of automated loan assignments without the hassle of complex implementation processes.
Stay in the loop with Real-time Updates on loan assignments. As the plugin works magic, you'll receive instant notifications and updates, ensuring you're always aware of the latest developments. This transparency fosters collaboration and empowers your team to make well-informed decisions based on current loan assignments.
Tailor the Organization Details Plugin to fit your organization's unique loan management needs. With Customizable Settings, you can adjust the plugin's behavior and parameters according to your preferences. Whether it's specific assignment rules or attribute mappings, our plugin adapts to your requirements for a personalized experience.
Benefits of Encompass® Organization Details Plugin
Free up valuable time by automating assignment processes, allowing your team to focus on higher-value tasks.
Say goodbye to manual errors and delays, ensuring loans are assigned accurately and promptly.
Ensure fair distribution of workloads, maximizing your team's efficiency.
Eliminate the risk of human error with automated assignment based on Org IDs.