Vendors

Workflow

Vendors Exchange

AtClose Exchange

Workflow

Order Request

Place Order

New Order Request

Note Comment/Ack

Add Note

Note Comment

Add Note Ack

Note Acknowledgment

Add Attachment

Attachment Upload

Service Canceled

Cancel Order

Order Update

Order Response

 Accept Order

Order Accepted

Deny Order

Order Denied

Note Comment/Ack

Add Note

Note Comment

Add Note Ack

Note Acknowledgment

Add Attachment

Attachment Upload

Product Delivery

Delivery Product

Title Product Delivered

Order Cancel Completion

Cancel Order

Complete Order

Title Order

Title Cleared

Clear Title

Curative Pending

Title Policy

Delivery Policy

Title Policy Attachment

Workflow

Closing Vendors

AtClose Exchange

Workflow

Settlement Statement

Deliver Lender SS

Settlement Statement

Lender Request SS Revision

Revision Requested

Disposition

Request Pay Off

Ready To Schedule

 

Schedule

Ready To Schedule

Ready To Schedule

 

Loan Funded

Loan Funded Lender

Loan Funded by Lender

Clear To Fund

Ready To Fund

Settlement Statement

Deliver Vendor SS

Vendor

Complete SS Revision

Settlement Statement Revision

completed by Vendor

 

Disposition

Order Payoff

Payoff Ordered

Completed Payoff

Payoff Completed

 

Signing/Scheduling

Scheduled Signing

Signing Scheduled

Rescheduled Signing

Signing Rescheduled

Completed Signing

Signing Completed

Failed Signing

Signing Not Completed

Add Executed Docs

Critical Docs Uploaded

 

 


Funding

Clear To Fund

Ready To Fund

Funded Loan by Vendor

Order Disbursed

Recording

Sent To Record

Recording Sent To County

Documents Recorded

 

Vendor Management

  • Automatically select vendors, including abstractors, appraisers, attorneys, real estate agents, settlement agents, and mortgage recorders
  • Categorize vendors by location, product type, lender, and other criteria
  • Perform vendor due diligence with ease
  • Vendor compliance includes configurable tracking of background checks, insurance, and license expiry
  • Rank vendors automatically or manually
  • Includes support for multiple vendor distribution models
  • Vendor self-service portal allows new vendors to sign up online
  • Place controls on order and service levels for smooth, efficient, and error-free processing
Demo

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