Advanced Communication Manager

Advanced Communication Manager.png

Advanced Communication Manager

$2,995.00

A dynamic, "floating" conversation log.

The Advanced Communication Manager (ACM) tool is a dynamic, "floating" conversation log. By simply pressing F7, users can bring up a more advanced conversation log and status manager. In this tool, a user can search through all loans or enter the current loan to update notes and a status field on a file.

Multi-Tool Pricing Available
Add To Cart

The user can also send an HTML email with an eFolder attachment to a file contact on the loan or any custom email address. In addition, this tool allows a user to upload attachments to the eFolder. Lastly, the user can now save the Convo log entry to the Encompass Loan Log.

For many, this replaces:

  • Work queues

  • Memos

  • Milestone comments

  • Manual emails outside the system, and more…

Benefits Include:

  • Real-time messaging & notifications for users and groups

  • Sending and tracking email communication

  • Built-in HTML email templates

  • Leverage custom fields to automatically trigger global templates

  • Adding or managing eFolder documents

  • Send documents or add them to the eFolder with just a click

  • Auto-print Log Details report to eFolder

  • Automatically add entries to Loan Feed Update and Loan Log