Escrow Manager
Product description
Yes, you really can automate escrows! Completing the Aggregate Setup Table on the Encompass 2015 Itemization input form has always been a “Kick the Can“ game between Encompass loan roles. The Escrow Manager utility allows the system administrator to “set it and forget it“ to ensure the impound date ranges are completed on time, every time. Using a mix of field triggers, templates, and date ranges, the Initial Escrow Account Setup table can be automatically completed, putting an end to the “Not my responsibility!“ and “Oops, I forgot; now we have to send another CD!“ and “Oh no, we have to get the borrower to sign another Initial Escrow Disclosure Statement, or the investor will not purchase this file!“ backlash. Plus, we've rolled out some major enhancements, boosting the tool's power and flexibility. With the new customizable Compare Date Field, you can now tailor the tax calculation start date to fit your exact workflow needs. Need a fresh start? A new custom field lets you wipe the slate clean by easily clearing all impound settings. The cherry on top? Our smart automatic recalculation feature updates the aggregate escrow account, kicking extra business rules to the curb.
General Info
| Provider | |
| Type | Plugin |
| Version | 24.10.1 |