Does your current valuation management software automatically centralize your supporting documentation? Better yet, can it do this per appraisal order and based on your clients’ specific requirements?
This often overlooked, yet important aspect of the appraisal process is typically ignored in many software systems – requiring users to manually search, customize, and upload each supporting document as they need them.
Global DMS’ eTrac® platform helps alleviate this common pain-point by providing users with the unique Company Documents tool. This tool automatically associates your supporting documentation with a given order that meets the proper parameters and sends this information as an email attachment to vendors or clients upon assignment or forwarding. It also prevents the need to send two different communications and eliminates manual uploads, which saves time while mitigating risk.
The documents may be client-specific, product-specific, billing method-specific, or any combination thereof. Filters are also available for certain document-types, which allows users to customize their supporting documentation to fit the needs of their organization.
In addition, tracking files is easy. Any time an automated file is sent via eTrac’s Company Documents, it will be represented within the platform’s document logging system. These files are treated as an attachment to the order and include a date/time stamp of when they were added.
For more information, contact us today at email@example.com.