Simple eDisclosures Plugin
Formerly eDisclosures Automation Plugin
Included with PowerTools™ Optimized
Although processing a single eDisclosure can be considered fast, the time adds up when you process many of them during the day.
The Simple eDisclosures automates several steps in the process of sending disclosures, thus minimizing the time it takes to send each disclosure by few minutes. The tool also sets the selected Plan Code to help with auditing if someone sends wrong disclosures.
Simple eDisclosures will save your users approximately 2 minutes per disclosure. Considering it takes approximately 10 minutes to send each disclosure with all the custom selections, Simple eDisclosures will prepare disclosure packages approximately 20% faster. Besides time savings, Simple eDisclosures will also significantly increase consistency due to less manual data entry.