Features of Mortgage Inspection
Auto Order Down & Upload
Automatic import of client orders and upload results
   Download / upload occurs 24/7
   Auto attach docs, scopes and door cards
   Compatible with most mortgage nationals
Auto Dispatching
Jobs are automatically dispatched to field reps
   Dispatch based on state, county or zip
   Set up rep max limits and work types
   Set up rep ranking for overlapping zips
More Automations
Comprehensive automation streamlines your whole process
   Auto job cancellation
   Auto sync of date and order change
   Auto create certificates and other client-specific docs
Job Management
Extensive and custom search and monitoring gives you all the tools you need
   Custom search filters, logs and histories
   Batch processing for all functions
   Crew dashboard with each rep's progress
Contacts Management
Manage field and office staff
   Multiple levels of roles and access control
   Field rep ABC #, insurance and vacation
   Field rep fees, territory and signature
Efficient Mobile App
App efficiency is pushed to the extreme
   Offline so it's always fast
   Dynamic and optimized forms
   Next Required button with prefilled answers
Quality Assurance at POS
Mobile app has built-in data and photo validation for each client form
   Required answers
   Required photos
   Block duplicate, old and suspecious photos and comments
Quality Assurance at Office
Web features to make QA easy for office admins
   Catch jobs to review before submission
   Create custom rules for jobs to review
   Easily redo, edit, verify or create a new job
On-site Check In
Automatic on-site Aspen Grove check in
   Automatic check-in saves rep time
   Job time and location tracking
   Status report of field rep ABC #
Loss Draft Automation
Streamlined LDI process with automation can save tons of hours a week
   Automated call attempts and appointment
   LDI form optimized for efficiency
   Set highlighted fields and rules
Custom Form Builder
Create dynamic forms with rules
   Build forms from scratch or add from library
   Set required fields and photos
   Set highlighted fields and rules
Accounting
Comprehensive accounting features to help you track client pay and pay reps
   Auto set job fee based on service type or location
   Reconcile client pays
   Create pay stubs forfield reps
Reporting
Extensive reporting to give you insights to your business
   Standard or custom reports
   Rep scorecards, client volumes, etc
   Accounts receivable, payable and more
Location and Routing
Crew location tracking and routing gives you all the control you need
   Real-time reporting of arrival and departure
   View reps and jobs on the same map
   EZ auto and ad-hoc routing
Alerts & Documents
Effective tools to communicate with your vendor network
   Send alerts or announcements
   Store training documents
   Send job notes
Integration
EZ web service API and widget allow deep integration with your system
   Two-way integration
   Extensive web methods covering all functions
   Custom login widget
 
 




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