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: |
---|---|---|
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