Add to the Encompass integration coding that will allow us to pull our information from the anti-steering/disclosure section that will pull in Encompass's Loan Options Disclosure. Hall Financial has sent over a sample Loan Options Disclosure with a lot of fields that would help in this process.
Currently customers who are sending this out, mainly Brokers, are having to enter this manually.
|Revenue or Retention?||Revenue|
|Impact to Existing Customers||Multiple|
|Customer ID(s)||23hall01 and any broker customer|
|Business Value||2 - Important to a few, minor impact on brand, minor competitive advantage|
|Urgency||2 - Minimally time constrained|