COMPONENT AND FUNCTIONALITY DESCRIPTIONS
1) APPLICATION COMPONENTS.
This is the Title Software portion of the system. It provides all the functionality necessary to process a closing from File Entry to Document Generation and Closing. The components are the following:
- File Entry / Contact Maintenance: Needed to open files, track the title process and maintain the contact database. This includes all necessary reports for tracking file counts, customer openings/closings, statistical analysis of files and productivity of employees and departments.
- Preliminary Reports and Policies: Efficient title production departments is fundamental to title companies in Southern California. With the help of Southern California's most efficient and service based companies, iClosingsDirect contains one of the top title production systems in the country. Drastically reduce delivery times of Preliminary Reports and Policies while producing a consistent product to your customers. Integrated reports allows management to have tangible data in regards to production time and employee productivity.
- Workflow: Workflow is a powerful tool that tracks the location of files and productivity of employees and departments in regards to the title production work. This integrated module allows users the ability to log activity on individual files while giving managers simple and straightforward production reports. Communication between the production staff and title unit is maintained in a central location. This tool has been utilized by high production title companies across the country and it will quickly become a centerpiece of your production work.
- Payoff: Receive the benefits of an integrated Payoff Module that is capable on handling high volumes very efficiently. Easily import invoiced information from the Title Unit for a streamlined payoff Department.
- Reconciliation: Integrated Reconciliation that accepts BAI2 (Reverse Positive Pay) file import from the bank makes reconciliation one of the simplest processes that your company will execute. Complete with real-time reports, our reconciliation process is extremely efficient and easy to use.
- 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 the 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.
- Email / Printing / PDF Services: Automated Services send emails, print to any network printer, or send PDF attachments (Preliminary REports). Services can be customized to activate at key points in the file process. Automate the delivery of the Preliminary Report to improve delivery time to your customers.
- Integrated Website: The Website allows customers to access existing files, open new files, and communicate with Closers. File specific information and documents may be retrieved and downloaded/printed by customer. Documents can be uploaded from/by customers to the website. (Requires Imaging component)
3) IMAGING
- Imaging: Fully integrated imaging of documents; provides a way to attach images to any existing file, incorporating them with the rest of the information on the File Details report. Includes reports for maintenance and retrieval of images. Images can be added by the use of a scanner, fax software, or directly from a workstation. Any type of document may be imaged. This includes PDFs, Word and Excel Documents, TIFFs and JPEGs. Documents may also be viewed and updated before imaging. Batch process Images for increased productivity.
4) ADDITIONAL FUNCTIONALITY
- Bank Exports: To prevent fraudelant checks a Positive Pay file can be uploaded to your bank at the end of each business day. Once the bank receives the list, no checks will be cashed that do not match the list given to the bank.
- File Exports: Reports can be set up to export to Excel. Once in Excel, records can be easily manipulated and sorted utilizing all of the Excel features.
- B2B Integration: Information can be shared between business partners and affiliates seamlessly. Use FTP, XML, and email to automatically distribute and receive file information such as Search Packages, Open Order Information/Confirmation, and updated file information.
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