Purchase Advice Automation
Product description
Allow for user to quickly give the system all needed information when entering purchase advise information without needing to enter the loan. This tool will: update all provided fields on the entry form, upload provided purchase advise, print a custom letter to the eFolder and update balances, recalculate and save the loan. This tool comes with settings that will help make the tool smarter in placing documents into the eFolder and limiting access to the purchase advise document. Ability to specify a custom letter to also be printed and if the letter should be added to an eFolder document and/or export to network path.
General Info
| Provider | KensieMae Technologies, Inc. |
| Type | Plugin |
| Version | 20.7.3 |