eOrganizer
Product description
eFolder mishaps can cost your business time and frustrate processors, underwriters, LOs, and investors. eOrganizer handles the clean-up for you! With just a single click, you can eliminate duplicate files, control versions, empty placeholders, and consolidate attachments into one master document. eOrganizer’s automated processes mean no more misplaced files, no more missing attachments, and no more messes! Your underwriters will enjoy a smoother handoff process and your investors will thank you for the tidy documentation. Gone are the days of time-consuming searches for Closing Disclosures! Mark CD’s as final, ensuring you never overlook this critical step, avoiding purchase delays and costly time dealing with extra stips. eOrganizer's 'ready to ship' feature ensures that only documents marked as ready for shipment are sent out. Plus, you can now auto-create your own doc buckets on the fly! This new feature allows you to set up your own document list before you have documents in place, significantly streamlining your workflow from the start.
General Info
| Provider | KensieMae Technologies, Inc. |
| Type | Plugin |
| Version | 24.10.1 |