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