Features of Mortgage Inspection
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
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
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
Manage field and office staff
Multiple levels of roles and access control
Field rep ABC #, insurance and vacation
Field rep fees, territory and signature
App efficiency is pushed to the extreme
Offline so it's always fast
Dynamic and optimized forms
Next Required button with prefilled answers
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
Automatic on-site Aspen Grove check in
Automatic check-in saves rep time
Job time and location tracking
Status report of field rep ABC #
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
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
