Customer Branding
- Site can be configured with customer logo and colors
- Email notifications are branded with Customer information
- Optional Private Labeling
Interactive Modular Workflow
- Modules
- Preliminary
- Lock
- Underwriting
- Processing
- Closing
- Post Closing
- Common data shared between modules
- Optional interface to and from various LOS
- Optional interface to and from various vendors
- Document Production
- Title
- Appraisal
- Flood
- Settlement Services
Customer Administration
- Customer administrators manage vendors, user accounts and access
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Web Based Solution
- Windows web browser
- No client installations required
- No file type restrictions
Customizable Business Rules
- Govern accessibility, views and rights
- Manage process flow
- Set validation and tracking parameters
Extensive Auto Email Notifications
- Customizable email notifications automatically sent to specified parties at key points during processing
- Customizable email notifications automatically sent to specified parties post closing to insure follow up activities and trailing docs are addressed
Comprehensive Order Transaction Management & History
- Auto generated system notes capture all order transaction events
- User notes capture all party communications regarding order transactions
- Archived Documents hold all system generated, vendor, and user uploaded order transaction related documents
- Extensive customizable auto reporting provides vendor and processor management as well as comprehensive pipeline, tracking and auditing management
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Key Features