Advanced Communication Manager

The Advanced Communication Manager (ACM) tool is a dynamic, "floating"  conversation log. By simply pressing F7, users can bring up a more advanced conversation log and status manager.  In this tool, a user can search through all loans or enter the current loan to update notes and a status field on a file.   

The user can also send an HTML email with an eFolder attachment to a file contact on the loan or any custom email address.  In addition, this tool allows a user to upload attachments to the eFolder. Lastly,  the user can now save the Convo log entry to the Encompass Loan Log.

 For many, this replaces:  

• Work queues  
• Memos
• Milestone comments
• Manual emails outside the system, and more…  

Benefits Include:  

• Real-time messaging & notifications for users and groups
• Sending and tracking email communication
• Built-in HTML email templates
• Leverage custom fields to automatically trigger global templates
• Adding or managing eFolder documents
• Send documents or add them to the eFolder with just a click
• Auto-print Log Details report to eFolder
• Automatically add entries to Loan Feed Update and Loan Log