Product Details

Auto Role Assignment

Product description

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. 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!

General Info

Provider KensieMae Technologies, Inc.
Type Plugin
Version 18.7.3