Send Emails to one or more recipients. Use predefined Email Templates with merged data. Auto create Conversation Log and populate both the Subject and Body of the Email into the log. Set Alerts for up to 3 users. Attach eFolder or any type of file such as PDF, DOC, etc... uses triggered events such as "Loans Locked Today", to automatically send emails. Run unlimited Events Automatically, using the internal timer.

For a few examples please continue reading ...

Every day several new web applications come in and you need to assign them to the Loan Officers as soon as possible. Then, you need to setup an alert and write out a detailed email for each one. This all takes a lot of time! Or, let Email-it automatically send detailed emails to all the Loan Officers and setup alerts for them in their loan files.

RESPA's need to be sent out today or they will be late.  You have 25 files to work on and there are too many alerts to go through right now. You will get to them latter and hope you don't forget! But now, you can use Email-it to automatically send email reminders to yourself so you don't forget.

The loan was just approved and you need to let the Borrowers, Broker, Branch Manager and Loan Officer know the status as soon as possible. You could call everyone and hope they are available, or you could type out and send each one an email, when you have time!  Why not let Email-it do this for you automatically 24/7?  You can even send a unique email template to the broker and a the same time send another template to the borrower with limited data.

For more detail please continue reading ...

Once Email-it is started it will continue to scan for the trigger events and send all the emails and set alert automatically.  

You will create a recipient list with all the email addresses available in a loan file. Each recipient is made up of the recipient name and Encompass email field ID. Even custom email fields can be added to this list.

You can also set up unlimited email templates that are comprised of the email subject line and the body of the email with merged Encompass fields. If an exchange server is used, the body of the email can use all the available HTML formatting and all outgoing mail will be saved in each of the "Sent Items" boxes. The same template or a unique template can be sent to each recipient at the same time.

You can set up unlimited events. Each event is made up of  an “Index Search“, “Advanced Search”, “Email From/To” and Alert tabs. The Index Search tab is where you will select the loan folders. You can also, select a single milestone to limit the search. The Advanced Search tab is used to set the triggered events. Triggered events are made up of Encompass fields and formulas. An example, would be a the lock date is equal to today.  Formulas can use all the standard fields, milestones and document tracking fields. Formulas can also use "IsDate" (checks to make sure the date format is correct and is equal to the current date), "DateDiff" (days between dates), "Today" (current date), "AND/OR" statements and more. The email From/To tab allows you to enter an email address that the email is coming from or if you are using an Exchange Server you can enter the host name. You also select which recipients you want to send emails to and which template to use for each recipient. You can also setup an alert for up to three personas and set the number of days before the alerts are due.

The Automation tab allows you to select which event or events to send and how often to run them. The timer can be set to run once a day, every few hours or minutes. When using the automation the Index or Advance search are used to limit the emails that are being sent out.

The Quick Send tab is a manual process that allows you to search loan files by loan number, first name or last name. The Index and Advanced searches that are setup in the events are not used during this process. You can enter the exact information or use wildcards to look for a range of loan files. Once the list is displayed, you can select which recipient or recipients you would like to send the emails to and which event or events to send. You have the option to review the events before selecting them.

Once the events have been processed, a new general log event and save the current date. If Email-it tries to send an event and there is a date in General Log already, the emails for that event will not be sent again.

Email-it will maintain a list of events showing the time, day and date an email has been sent. It will also display a list of the setting used, email addresses and status. This log list can be accessed anytime using the “view all logs” button. The log can also be printed or deleted at any time.