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Create or Update any field in Contacts from any field in the loan file .
Creates new Contacts in a batch mode and assign to the Loan Officer in loan
file. If you would like to create Contacts from a group of loan files you
need this utility.
Now, use ContactSync to find all contact information related to one
person, even if there are several contact records for the same person for
different property. View or print an easy to read. Search by Name, current
address, property address and contact type.
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ENCOMPASS |
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ContactSync |
Professional |
Custom |
Bankers |
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View all related data from a single person even if there are several
contact records created for the same person |
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View on screen or print contact report |
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Copy Only 23 fields of data
from loan file to Contacts |
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Copy unlimited fields of data from
loan file to Contacts |
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√ Only Sync loan file Custom
Fields to Contact fields |
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Copy any fields from loan file to Contacts |
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| √ Search ONLY by SS#, Last Name and First Name.
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Search by Loan GUID, SS#, Last Name, First Name, or Home Address. No
problem with duplicate name being overwritten. |
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| √ Create or Update Only
one Contact at a time |
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Create or Update Unlimited Contacts from Loan Files |
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Automated Update |
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Add more than one Loan field into a Single Contact field. The First and
Last Name of the Co-borrower in the loan file is combined and save
in the single field on the Contact window. |
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Parse First, Middle or Last Name from Loan Fields. The vendors contact
name is a single field in the loan file but only the first name will
be copied to a field in the contacts to be used to personalize your
emails. |
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Convert Data |
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Creates a Log |
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