Automate order management and access Tier-1 providers in one platform.
Work with multiple providers in a single system. Intelligent Order Management automation seamlessly integrates into your workflow and connects you with providers offering the valuation, flood, title, and services needed to close a home equity transaction.
- 31% faster turnaround
- 56% fewer revisions
- Revisions completed 2 hours faster
Intelligent Order Management Automation
Automated ordering.
Seamless collaboration.
FirstClose intelligent order management software automates valuation, flood, title, and ordering of services across every provider in a single platform.
Put an end to inefficient phone calls, emails, and faxes (yep, that still happens). Our system automates the order management process with all parties in one platform.
How it Works
- From point-of-sale or manual entry, basic loan file data is entered into the LOS.
- Select the FirstClose Order Management Service to open a loan-centric view. All loan data needed to complete the order is pre-populated from the LOS.
- Your team creates an order “on demand” and providers accept it.
- All parties can schedule appointments, exchange messages, and upload required documents.
Automated Appraisal Ordering
Order valuations and manage appraisal vendors automatically from vetted providers. FirstClose handles lender appraisal vendor management — assigning, tracking, and returning appraisal orders without manual phone calls or emails.
Intelligent Title & Services Ordering
Trigger title and closing orders directly from the loan file. Status and documents flow back into your LOS in real time, so your team never re-keys data or chases providers.
Automated Flood Certification Ordering
Order flood certifications automatically inside the same workflow — no separate portal, no manual follow-up.
The FirstClose Advantage
- Automated Ordering: Selects providers based on your business rules.
- Auto-Assign Provider: Providers are assigned by product, loan type, and geography.
- Ordering Flexibility: A la carte, one-click, or automatically.
- Modify Providers: Accelerate the transaction and reduce risk.
- Seamless Data Flow: All documents flow into your LOS eFolder of choice, populating the right data field.
- Real-Time Dashboards: Quickly view open, closed, or pending actions.
- Performance Reports: Monitor status, score providers, and more—all to improve provider relationships and instill borrower confidence.
Frequently Asked Questions
A single platform that automatically triggers, tracks, and returns the orders needed to close a home equity loan — valuation, flood, title, and other services — with data flowing to and from your LOS.
Valuation, flood, title, and other services from a network of vetted, Tier-1 providers.
Yes — FirstClose assigns, tracks, and returns appraisal orders from vetted vendors automatically, replacing manual lender appraisal vendor management.
Yes — flood certifications are ordered automatically as part of the same workflow.