eDisclosure Automation Plugin

Simple eDisclosures  Plugin

Formerly eDisclosures Automation Plugin

Included with PowerTools™ Optimized

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eDisclosure Automation Plugin Screenshot


Although processing a single eDisclosure can be considered fast, the time adds up when you process many of them during the day.


The Simple eDisclosures automates several steps in the process of sending disclosures, thus minimizing the time it takes to send each disclosure by few minutes. The tool also sets the selected Plan Code to help with auditing if someone sends wrong disclosures.


Simple eDisclosures will save your users approximately 2 minutes per disclosure. Considering it takes approximately 10 minutes to send each disclosure with all the custom selections, Simple eDisclosures will prepare disclosure packages approximately 20% faster.  Besides time savings, Simple eDisclosures will also significantly increase consistency due to less manual data entry.

  1. Automatic Plan Code selection ~ 10 seconds
  2. Re-Enabling ‘Order’ button in Audit dialog – only helps some loans ~ 5 seconds
  3. Automatically changing Sender ~ 5 seconds
  4. Automatically adding users with proper dates ~ 60 seconds
  5. Automatically setting SSN4 Auth Code ~ 20 seconds
  6. Automatically setting Notification checkbox & date ~ 10 seconds
  7. Total saving: 110 seconds