Helping Mortgage Companies with Technology since 1995

Notes™

The simplest way to take and save your notes in Encompass
Add to the Conversation Log without changing screens
and without losing your place in the file

Notes
An Essential Plugin for Encompass®

Stays out of your way until you need it
Tucks away when you don’t

Just click the Notes tab

Slide the Notes window into view when you need it

 

Click the Notes tab again to hide the window when you need more room

Check a box to set the loan to Read/Only (sandbox) Mode
Changes made while in Read/Only are saved to Notes
Uncheck the box to return to Editing Mode

Add, Find and Share
conversation log entries quickly
Copy and paste from any text source
Set Alerts for yourself
or anyone else

Capture your thoughts as they hit you,
Add to and edit your note before publishing
Easily compare existing notes to current loan data

Search Notes

Notes writes your message directly to the Encompass Conversation Log as a separate entry.
It also appends the following choices to the bottom of the message:

Category, Sub Category, To, CC, Subject and Alert

This allows for easier searching through previous Notes (Conversation Log Entries)
however the Keyword Search will find any note in the Conversation Log that contains what you write

With Notes
nothing slips through the cracks

 Just $995*

Free for Admin-on-Demand Clients

*Introductory Price – Limited Time Only
Includes first year Annual Maintenance Fee
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