Auto Role Assignment

Auto Role Assignment

$1,495.00

Automatically add users to file contacts, milestones, etc.

Just what it sounds like... automatically add users to file contacts, milestones, etc. Based on whatever conditions or rules you need, dynamically and automatically get control of your system, and save all of those manual efforts and headaches.

Multi-Tool Pricing Available
Don't Click Here

ROI: For every 100 closed loans, this tool eliminates 5,684 clicks, and more than 2 hours of manual efforts per month.

Loan Officers assigning their LOA's in the file contacts manually on every file? Someone having to remember to add the Branch Manager to the file so they get notifications? Hub and Spoke or dedicated Processors being assigned manually in every milestone completion window? No more!