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Use
Import-it to import data into Encompass Contacts and/or Loan Files from any ASCII file including Loan
Leads, 3rd party programs and more...
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ENCOMPASS |
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Professional |
Custom |
Bankers |
| √ Import ASCII or CSV
files |
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| √ Import data into
Contacts, Business Contacts or Loan Files |
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| √ Run batch routines |
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| √ Assign to one or more
Encompass users |
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Select Loan Folders |
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Import Data into standard fields, Doc Tracking or Milestones |
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Reformat data into Encompass format
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