|
Gold |
Silver |
Feature |
 |
|
Secure web based transaction management for your employees and clients
|
|
|
Secure document management with document security and templates (view, email and faxing) |
|
|
Secure email recipient verification (prior to sending) - Verifies recipient mail server can receive TLS encrypted emails. |
|
|
Scan document directly from your scanner to your secure website. Use bar code when scanning to automatically separate documents and identify transaction documents. |
|
|
Microsoft Outlook Add In - publish received documents and emails |
| |
|
Microsoft Outlook Add In - send emails from Outlook utilizing file information (recipients, document, merge templates, etc.) |
| |
|
Microsoft Outlook Add In - TLS encrypted email verification (prior to sending) |
|
|
Microsoft Word Addin allow users to publish Word or PDF straight from Microsoft Word. Document version history is maintained for future modifications. |
| |
|
Text Messaging - send text message from ClosingSite to recipient cell phones. |
|
|
Email Templates with transaction data merge |
|
|
Generate documents with transaction data merge |
|
|
|
Task/Event Tracking with auto calculating due dates |
|
|
Issue Tracking |
|
|
Transaction Notes for employee only access |
|
|
Complaint Log for ALTA Compliance |
|
|
|
Data integration with popular title production software (LANDTECH, SoftPro, RamQuest, and more) |
|
|
|
Secure branded website (only includes custom color scheme, your logo and contact
information, domain https://yourname.closingsite.com |
|
|
Secure Online Order Forms |
| |
|
Secure Online Information Request Forms - obtain Buyer, Seller, Borrower, Payoff Authorization Information |
|
 |
Secure branded website located on your domain (i.e. https://closings.yourdomain.com) |
|
|
Site can be used for your www website (i.e. http://www.yourdomain.com). |
|
|
2 hours of free monthly support by email or phone. |
|
|
|
Marketing CRM |
|
|
|
Business Analytics & Reports |
| |
|
Seminars & Classes Module - Post seminars date, description and allow website visitors to register |
|
|
Testimonials Module - easily maintain your customer testimonials |
|
|
Custom Secure Online Order Forms |
|
|
Custom Secure Online Information Request Forms - obtain Buyer, Seller, Borrower, Payoff
Authorization Information |
|
|
Closing Disclosure Calculators |
|
|
Custom Report and Charts |