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|
Manually or Automatically Search all folders using criteria and
then Move or Delete groups of Encompass Loan files.
|
ENCOMPASS |
| |
Bankers |
Broker |
| √
Automatically Move loan files with Built in Timer |
√ |
√ |
| √ Unlimited
Automatic Events can be Setup and Processed. |
√ |
√ |
| √ Select Source Loan
Folder(s) |
√ |
√ |
| √ Select Target Loan
Folder |
√ |
√ |
| √ Use
Criteria to select specific Loan Files |
√ |
√ |
| √ Search and compare Loan
Officer Name in Loan File and Compare against current Encompass user
list. |
√ |
√ |
| √ Move groups of selected Loan Files
|
√ |
√ |
| √
Delete groups of selected Loan Files
|
√ |
√ |
|
|
)