eClosing
A digital platform for managing every stage of the mortgage closing process. It handles documents, workflows, and signatures in one place, enabling fully paperless closings.
- Secure document uploads
- Automated workflows across each closing stage
- E-signature for instant document execution
- Real-time status updates
Loss Mitigation
A centralized hub for managing loan modification cases. It consolidates customer communications and processing documentation into a single workflow.
- Centralized case management for loan modifications
- Customer communications in one interface
- Structured document processing
- More efficient handling across the workflow
Video Conferencing
Real-time video calls with integrated e-signature. Parties review documents together and finalize agreements during the session.
- Scheduled calls between agreement parties
- Shared document review in live sessions
- Instant edits applied within the call
- In-call e-signature to finalize agreements
Transaction Files
A single file record for a full real estate transaction. Manage loan data, borrowers, orders, and the closing team in one view.
- Loan and closing details in one record
- Order tracking with accept and reject
- Team roles per file: processor, officer, closer
- Tabs for documents, packets, meetings, messages, history
Meeting Details
A meeting record for managing closing documents. Each document has its own actions and signing setup.
- Per-document actions: download, rename, remove
- Change signing type per document
- Annotation for supported documents
- Signer info and documents in one view