RUN

eTrac provides technology previously only available to large companies with significant information technology resources. eTrac’s the Broker Price Opinion (BPO) Edition will allow you to run your business with confidence. Take control of your business by automating order receipt, distribution, delivery, and accounting. Manage all your vendors, coverage area, and their documentation from one centralized database.

Our automated workflow system minimizes the administrative efforts your staff has to spend on each Broker Price Opinion. Your staff's productivity will soar as eTrac handles routine tasks, allowing personal attention to be focused on specific items as needed.

Order receipt

Reduce double entry since Broker Price Opinions can be ordered electronically. The system accepts single or batch orders through a simple interface. Clients can order via an online order form or deliver orders via Excel spreadsheet/comma delimited format for batch ordering

Distribution

Orders can be distributed via three methods: automated assignment, automated batch assignment, or manual assignment. Individual or batch orders that are placed on the website are routed and transmitted to the highest-rated agent in that geographic area. Orders that are entered manually or cannot be assigned automatically can be assigned using the Smart Assign Technology (SAT). SAT allows selections to be made based on capacity, coverage area, turnaround time, rank, and fee. This eliminates the guess work from the selection process and expedites the entire the Broker Price Opinion fulfillment process.

Delivery

The eTrac suite of tools allows order submittal, order completion and the returned analysis. By maximizing staff efficiency and reducing or eliminating the costs associated with shipping and handling documents, eTrac will produce significant cost savings for you. The eTrac system provides a portal to allow brokers and agents to accept orders and complete valuation products online. Administrators have the option to allow agents to complete the Broker Price Opinions with attachments, such as Word documents or PDFs, and submit them to the eTrac portal. Alternatively, the Broker Price Opinions can be completed online, which eliminates the need for the agents to have their own software and issues related to e-mail delivery.

Accounting

eTrac’s accounting capabilities allow you to manage both accounts payable and accounts receivable. Keep track of all outstanding client bills and transmit invoices or statements via snail mail or e-mail. The accounts payable features allow you to monitor agent fees/commissions for payments. Payments can also be exported to QuickBooks to simplify the check issuing process.

Manage all your vendors

Documentation is an essential part of the vendor management process. Without the necessary documents, your company can be put at risk. The centralized database will allow you to track every aspect of the vendor’s profile. The vendor’s contact information, coverage area, fee schedules, W-9, license, insurance, and overall ranking are all at your fingertips. All documents are permanently attached to the profile and can be forwarded upon request to clients, underwriters, or interested parties for verification.

REPORT

eTrac expedites the process by incorporating online forms: BPO Form Pack Fannie Mae Broker Price Opinion (10 ch. B Revised 3/96) Freddie Mac Broker Price Opinion (1092) Broker Price Opinion Exterior Evaluation (1 Page Express)

eTrac WebForms automatically maps subject property, comparables and listings. WebForms also includes digital signatures, text addendums, spell check, sketching program and multiple photo page support. Completed Broker Price Opinion forms, along with property photos, are delivered electronically via PDF. Free up time and money that would be spent handling and shipping documents.

REVIEW

The eTrac system adds value and ensures quality throughout the entire process. The Safeguard Submission System (s3) prevents erroneous data entry, incomplete fields, distant and inappropriate variance in square footage of comparables. Rules