Product Details

Loan Copy (Web)

Product description

All the buzzwords here…dynamic, flexible, automated, streamlined! With Loan Copy, you can build as many unique copy scenarios as needed, controlling not only when and who can create a loan copy, but also exactly what gets copied (or left out) based on your rules. And yes, it even copies your eFolder documents with complete control over what moves with each file. Loan Copy features batch processing that handles multiple loans simultaneously, along with bulk paste operations from Excel or Encompass Help Pad, and smart validation. Assignment options let you retain original assignments or bulk assign new MLOs, and audit capabilities provide exportable logs with detailed activity tracking for operational oversight.

General Info