Smart plugins and utilities for Encompass software
Automate tedious procedures, reduce errors and create an amazing user experience. Anything is possible with MortgageTech’s suite of Smart Plug-ins and Utilities. Each program is designed to simplify day-to-day tasks, enforce your business rules and create consistency throughout the organization.
SMART PLUGINS & UTILITIES MAKE ENCOMPASS DO MORE
MortgageTech Tools, Admin Forms and Plugins
(All products come with a 30 day no questions asked return policy)
UTILITIES
- User Touches FX™
Complete Reportable Encompass User Analytics
Tracks Number of User Touches + Time in File
Tracks All Field Change History for All Users - Control Panel FX™
(Edit, Move, Delete Borrower Files in Batches) - My ToolBox FX™
(Customizable Windows Forms Slide-In Panels for Encompass UI)
ADMIN-FX CUSTOM FORMS
- Alert Tracker
- BizDays Between Dates
- Formatted Emails with Attachments
- One Click Attach Documents to eFolder
- Export Settings and Dedupe eFolder and Tasks
- Named Team Members
- Templates Used on This Loan File
- User Maintenance on a Custom Form
PLUGINS
Alert Tracker: Counts and Lists All Alerts in a Custom Field to be used in Trigger Rules
Borrower Pair Highlighter™: Never forget the Co-Mortgagors again – UI Enhancement
Conditions FX™: Sub Groups of Conditions to be Displayed and Managed on Custom Forms
Current User Profile in a Custom Form: Helps to Write User and Rights Based Business Rules
Disable ALL Order Doc Buttons Plugin: Even the one under the Audit button
ePrint Button Plugin™: Capture, Save and Print your Entire Form with the Data – UI Enhancement
Home Counselor Plugin: Are you still doing this Manually?
Pipeline Highlighter™: Stylish Business Intelligence – UI Enhancement
Triggered Loan Folder Management: Keeps Your Loans in the Correct Folders
Triggered Role Assignment: Automates the assignment of Users and User Groups to Milestones
USPS Address Validation: Populates New Address Fields, Easy Setup for any Address