CAPABILITIES:

• Update all provided fields on the entry form, upload provided purchase advise

• Print a custom letter to the eFolder and update balances

• Recalculate and save the loan.

• This tool comes with settings that will help make the tool smarter in placing documents into the eFolder and limiting access to the purchase advise document.

• Ability to specify a custom letter to also be printed and if the letter should be added to an eFolder document and/or export to network path.

No Brainer ROI: For every 100 closed loans, this tool eliminates 6,605 clicks, and more than 9 hours of manual efforts per month.