iClear Feature Roundup
Although it's been a challenging year in many ways, we remain focused on improvement. We continue to work diligently in making your day easier via new enhancements and upgrades. Through communication with our clients, user surveys, and some of the brightest technological minds in the business, we identify areas of improvement and act on them. We've highlighted some recently released features below.
HIGHLIGHTS FOR SERVICERS
New Audit Triggers allows users to audit invoices at two new stages "On Pending Rejection" and "On Pending Approval" (where enabled). This new function is mostly geared toward auditing new employee decisions. Servicers can create an audit to monitor when an internal user Rejects or Adjusts (Pending Rejection/Pending Approval) and pull that invoice for a manager/auditor review prior to moving the invoice on to its pending status. Note: We also replaced Audit Approve/Reject with "Take Action"; no change to function. Please reach out to your iClear Support Representative for more information.
HIGHLIGHTS FOR VENDORS
New Report: "Vendor Daily Posting Report" allows Vendors to pull invoice line item data once the invoice has posted ('Presented for Payment or "Paid").
HIGHLIGHTS FOR SERVICERS & VENDORS
iClear Chrome (compatible) a quick reminder that iClear can be used with Chrome. Internet Explorer (9+higher) is still available - although Microsoft is discontinuing support. Further testing is being conducted on Edge.
New Invoice Header modified the Invoice Header and added an "Action" item. This will help users 'see' additional information as it relates to the Invoice Status. For example, if the Invoice Status is Pending Approval, the Action might say "Pending Vendor Appeal".
Find Loan (permission required) allows users to search for loans (like Find Invoice) by various search criteria (like milestone and loan type). Once the permission is enabled, Find Loan can be found in the Administration drop-down menu.
iClearDefault offers smart automations that simplifies the management and processing of vendor invoices for mortgage servicers. iClearDefault reduces the overall costs associated with manually processing invoices utilizing advanced business rules to move an invoice seamlessly through workflow queues and automated decisioning, all customized by you. See iClearDefault in action today, schedule a demo and learn how you can improve the management of your invoices.
11/15/2022 11:38:11 am
We improve our clients’ lives by enhancing their houses, giving them a place to relax, reconnect, and revitalize while feeling proud of their achievements and home. Stones and Cabinets City delights our customers and makes them proud of their houses by making the complex simple.
11/15/2022 11:42:06 am
We are keen on improving the quality of life for our drivers and their families by providing the best technology, higher pay, premium benefits, and ensuring efficient operations and load planning that lets them maximize their home life without sacrificing safety or income.
11/15/2022 11:47:25 am
Knowledgeable and expert technicians at I-Cell Station identify your cell phone issues for free so that we can offer you the best possible solutions. We have expert-level solutions for all damaged cell phone devices, from screen replacements to charging ports and batteries, cameras speakers, back glass to motherboard level repairs.
11/15/2022 11:50:01 am
Blogging refers to writing, photography, and other media that's self-published online. Blogging started as an opportunity for individuals to write diary-style entries, but it has since been incorporated into websites for many businesses.
Leave a Reply.
Sharing trends and best practices to help you improve your operations and maximize your profitability.
M-F: 8:30AM - 5:30PM CST