eOrganizer

Now on Encompass Web! eFolder mishaps can cost your business time and frustrate processors, underwriters, LOs, and investors. eOrganizer handles the clean-up for you! With just a single click, you can eliminate duplicate files, control versions, empty placeholders, and consolidate attachments into one master document. eOrganizer’s automated processes mean no more misplaced files, no more missing attachments, and no more messes! Your underwriters will enjoy a smoother handoff process and your investors will thank you for the tidy documentation.

Mark CD’s as final, ensuring you never overlook this critical step, avoiding purchase delays and costly time dealing with extra stips. eOrganizer's status management feature now offers multiple workflow options - mark documents as 'reviewed', 'ready for underwriting', or 'ready to ship' - ensuring that only documents at the proper stage are processed. Plus, you can auto-create your own doc buckets on the fly! This new feature allows you to set up your own document list before you have documents in place, significantly streamlining your workflow from the start.

No Brainer ROI: For every 100 closed loans, this tool eliminates 85,945 clicks and more than 41.5 hours of manual efforts per month.

NEW ENCOMPASS WEB PLUGIN FEATURES:

‍•Advanced Status Options: Guide documents seamlessly through 'reviewed', 'ready for underwriting', and 'Ready to Ship' stages

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