EmailIt

Challenge
While Encompass has the ability to trigger email notifications, there is limited ability to customize the appearance of the emails that are sent and it can be difficult to run automatic email campaigns from the built in tools.

Solution
EmailIt is a powerful tool in Lender Toolkit’s Toolshed that allows lenders to send fully customized and full of rich content emails based on any loan data triggers or a separate data query. It can pull loan data into the email templates, and with its support for HTML-rich emails including layouts and images can maintain your company’s brand and values in all communications leaving Encompass.

Value
By automating emails that match your company’s brand, you can improve communication between relevant parties on the loan while doing so professionally and in an easy to understand manner.