Help with Point: eDocs

BJ Bounds

New with Point® 7.6 and the latest WebCaster® update, you can now request and retrieve documents to/from your document depository within each loan file!  This works seamlessly with your WebCaster website.

You can send e-requests to your clients for documents that you need; they can upload those documents to your website, and they get delivered into the client’s Point file.

You can also send files from the file to your website for your clients to retrieve, sign and send back (eDisclosure consent required). They can also view the status of their loan at any time from your WebCaster site!

Intrigued?  You can learn more about it and how to use this time-saving new feature from Knowledge Base article # 0783.

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