Reducing expenses - Why pay more?

Summit Help Knowledge Base

Reducing expenses - Why pay more?

We see branches and departments sign up for services when they already have similar options available in the tools they use.

Below is a sample list of potential services that you may be using, and the no-cost alternatives. For details on using the tools mentioned, reach out the the IT Helpdesk - we can go over the details.

If in doubt - ask IT - we’re here to help and truly like talking to you!

Note, do not use any service to collect or store borrower data - that is a data security issue! Instead use Encompass and the related utilities/tools to collect borrow data. When in doubt ask!

Service Type

Paying for?

Already Available for Free:

Service Type

Paying for?

Already Available for Free:

Meetings/Webinar

Zoom

Microsoft Teams

Meeting/Webinar

Zoom

RingCentral Meeting

eFax

Fortel/eFaxCorporate/Etc

RingCentral Fax

Surveys

Survey Monkey

Teams Forms

File sharing

Dropbox or Box

OneDrive and SharePoint

Basic Timelines

Smartsheet

Microsoft Excel

 

If additional assistance is needed, please email helpdesk@summitfunding.net