If you're not using E-Closing DT's Automated Tasking features, you need to start. Here's why:
You can assign tasks based on role, file type and key file dates.
Great! So beyond handing out assignments to other team members, what are the benefits?
Automated Tasking:
- Eliminates forgotten or incomplete tasks
- Minimizes errors
- Increases efficiencies throughout the process
The bottom line is you can CLOSE FASTER and SMARTER.
So, what will you do with all that extra time?
- Work on new and repeat business.
- Complete more transactions.
- Enjoy hero status since you’ve made the closing process better!
Helpful Resources:
https://www.thefund.com/e-closing-dt/training/path/back-office/create-a-new-checklist.aspx
https://www.thefund.com/e-closing-dt/training/path/back-office/create-a-checklist-event.aspx