Product Details

eDisclosure Assistant 2.0

Product description

This little assistant streamlines your eDisclosures. First, it reminds users when it's time to send out the eConsent with a popup that takes them straight to the eConsent screen. On one side it's a friendly assistant, and on the other a management utility that records when an eConsent was sent out, received, and returned. Then add the ability to automatically download the eConsent, assign and retrieve documents by auto-pressing the retrieve button in the efolder (on loan open & loan save) and add file contacts to the eDisclosures email. For all the times a user has forgotten to grab the borrower's last 4 or 6 of the SSN before starting the eDisclosure process on a little sticky note, only to get to the last step and realize they need to start over or open a new session to get those 4 digits...the last feature is automatically mapping your preferred Borrower Auth Code straight into the eDisclosure and appropriate screens to simplify and mitigate disclosure access borrower issues.

General Info