Automate Initial Disclosures for TPO & Retail – Here’s How!
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Want to know more about how to automate your initial disclosures for your TPO Connect site? How about your initial disclosures for your Retail files? Listen in for details on how to ensure that your loan files are ready for disclosures either way.
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0:00 - Introduction
01:30 - Importance of Encompass Web in Desktop
04:00 - Project Example
07:30 - Managing Workflow in TPO Connect
10:15 - Persona-Based Permissions in TPO Connect
13:00 - Pricing and Fee Management
16:30 - Importing Fees and Closing Corp Setup
19:45 - Preparing Disclosures & Automating Processes
23:00 - eSign Integration & Enhanced Conditions
25:30 - Reducing Time for Sales Process
27:00 - Q&A and Bot Automation Considerations
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