COMPONENT AND FUNCTIONALITY DESCRIPTIONS
1) APPLICATION COMPONENTS.
The
iClosingsDirect Escrow system includes everything needed for Escrow in Southern California. From the initial opening of the escrow through the Closing, to Reconciliation,... from File Entry to Document Generation and Closing. The components are the following:
- File Entry / Contact Maintenance: Needed to open files and maintain the contact database. This includes all necessary reports for tracking file counts, customer openings/closings, statistical analysis of files and productivity.
- Status Reports: Tracks the timelines within a file. All tasks are customizable, and reminders automatically calculated. Reminders may be prepopulated based on file type or added manually as needed. This section includes reports to keep track of and maintain a "To Do" list. Emails may be sent to contacts regarding a specific Status Report Item.
- Closings / Trust Accounting: Components used to close a transaction, generate a Settlement Statement or Hud, make all necessary receipts and disbursements, and cut checks. Includes all necessary reports for balancing the trust account and modules to perform the reconciliation.
- Request Log (File Notes): The Request Log allows users to communicate and track tasks within an office or unit. Items can be assigned to specific users creating an Items Pending list. Emails are generated to advise the assigned user of pending tasks. Users can access their Items Pending List and mark items Resolved once they are completed.
2) WEBSITE / ATTENDANTS.
- Integrated Website: The Website allows customers to access existing files, open new files, and communicate with Escrow Officers. File specific information and documents may be retrieved, downloaded and printed by the customer. Documents can also be uploaded by customers to the website. (Requires Imaging component)
- Email Attendant: Automated Service to send emails. It can be configured to activate at key points in the file process.
3) IMAGING
- Imaging: Provides a way to attach documents and images to existing files, incorporating them with the rest of the information on the File Details report. Includes reports and utilities for maintenance and retrieval of images. Images can be added by the use of a scanner, fax software, or directly from a directory in a workstation or server. Any type of document may be attached to the file. This includes PDFs, Word documents, Excel documents, TIFFs and JPEGs. Documents may also be viewed before being attached to the file.
4) ADDITIONAL FUNCTIONALITY
- Bank Exports: To prevent fraudulent checks you may upload a Positive Pay file to your bank at the end of each business day. Once the bank receives the file, it will give them the ability to verify that the checks being cashed have been previously approved by you..
- File Exports: iClosingsDirect provides the ability of running certain exports of data to excel. Records can be easily manipulated and sorted utilizing all of the features in Excel.
- B2B Integration: The team at Granite Software can provide you with assistance (for an additional fee) in the development of Interfaces between you and your clients. Information can be shared between business partners and affiliates seamlessly. Interfaces are developed using FTP, XML, and email to automatically distribute and receive file information between the parties.
About
Us 
