Advanced Communication Manager

The Advanced Communication Manager (ACM) tool is a truly advanced communication platform which allows users to keep the loan story right inside the loan. Status notifications, emails & attachments, global and personal templates for repeated email tasks, a live loan feed of the latest latest communication, and printable/exportable logs for managers and auditors (and yes we can automate that!) keep everyone informed. Users can manage multi-departmental communication from the pipeline and access the pipeline of loans from within a loan file. In Web, use the Global Tool to view and manage conversations across multiple loans. Web further simplifies notifications - any recipient added to a conversation is automatically notified, with email delivery controlled by a single toggle. No more scrolling through Outlook!

 For many, this replaces:  

• Work queues  
• Memos
• Milestone comments
• Manual emails outside the system, and more…  

Benefits Include:  

• Real-time messaging & notifications for users and groups
• Sending and tracking email communication
• Built-in HTML email templates
• Leverage custom fields to automatically trigger global templates
• Adding or managing eFolder documents
• Send documents or add them to the eFolder with just a click
• Auto-print Log Details report to eFolder
• Automatically add entries to Loan Feed Update and Loan Log

NEW ENCOMPASS WEB PLUGIN FEATURES:

• Global Tool Enhancement: Manage conversations and notifications across multiple loans in one view
• Simplified Notifications: Add a recipient once and they are automatically notified and email with a single toggle