Automate order management. Access Tier-1 providers.
Work with multiple providers in a single system. Intelligent Order Management automation seamlessly integrates into your workflow and connects you with providers currently offering the critical settlement services needed to close a home equity transaction including valuation, flood, title and closing.
Order Management
Automated ordering. Seamless collaboration.
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 settlement providers accept it.
- All parties can schedule appointments, exchange messages, and upload required documents.
The FirstClose Advantage
- Automated Ordering: Selects providers based on your business rules.
- Auto-Assign Provider: Providers assigned by product, loan type, and geography.
- Ordering Flexibility: Order a la carte, one-click, and/or automatically.
- Modify Settlement Providers: Accelerate the transaction and reduce risk.
- Seamless Data Flow: All documents flow into your LOS eFolder of choice, populating the right data field, including custom fields.
- Real-Time Dashboards: Quickly view open, closed, all orders, or those pending action.
- Performance Reports: Monitor status, score providers, and more—all to improve provider relationships and instill borrower confidence.