AutoAssign Lite

AutoAssign Lite

Included with PowerTools Expert

Documentation
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Screenshots

AutoAssign Screenshot

Challenge

Deciding who and when to assign all required milestone roles in Encompass® and having to take extra minutes for every loan file to perform the actions of assigning users.

Solution

The AutoAssign Lite plugin in Lender Toolkit’s PowerTools Expert Tier is the time and effort saving utility that automatically assigns users to milestone roles in Encompass® based upon criteria that is predefined by you! This plugin supports both the Encompass® API and the SDK.

Value

You can now save the time of having to figure out who to assign the loan file to and performing the action of assigning the user to the loan file. Just assigning the user to a loan will shave off a minute per loan file, but not having to figure out who to assign the loan file to could potentially save you up to an hour per user assignment!