Enterprise Edition

General Features:

• Comprehensive order tracking system provides easy way to manage open orders and quickly search with flexible criteria.
• All-inclusive accounting system provides tools required to manage outstanding receivables and allow for appraiser payments based on split or flat fee.
• Built-in standard reporting capabilities provides comprehensive analysis of the business based on volume, capacity, and profitability.
• Private labeled system allows company to demonstrate a unique value proposition with the illusion of proprietary software.
• Access to eTrac Appraisal Network of nationwide appraisers allows company to expand their coverage area by outsourcing to other appraisal companies that opt into the network.  Also allows connections with various other lenders and appraisal management companies to receive full fee work.
• Online data export tool provides the ability to export into Excel or comma-delimited format for advanced data analysis.
• Calyx Loan Origination Software Integration provides the ability for receiving orders directly from loan officers without re-keying order information.
• 5 gig of file delivery storage allows virtually any document to be attached to the order for quick, secure delivery, legal compliance and instant retrieval.

Workflow:

• Smart Appraiser Selection allows systems to search for appraisers that cover a certain geographical area by listing their open orders, fees, turnaround time, rank, and average score
• Automatic Assignment can automatically route orders placed by clients via the website to the best appraiser identified on specific criteria .
• Find Best Appraiser option allows staff to automatically select the best appraisers based on pre-defined criteria.
• Pre-scheduling appointment option allows staff to schedule appointments prior to appraisal assignment to assist in expediting the appraisal process and reducing turnaround.
• Residential Appraisal form fill allows order data, such as client name and address, borrower, and property information to be directly imported into residential appraisal software without re keying of data.
• Appraiser statusing allows appraisers a secure access point to access schedule, update appointments, and update order with comments.
• Appraiser file upload delivery provides a system for appraisers to deliver documents including appraisal files and supporting documentation up to 30 megs, to the office or directly to the lender.
• Appraisal self-registration provides a tool to allow appraisers to be added as a vender directly from the website and provides a mechanism for approving appraisers’ profiles, including supporting documentation such as resumes, E&O insurance, license and sample appraisal.
• Queue Manager - Custom designed data views for real-time monitoring This feature will allow you to define custom views of data using report builder to assist in workflow management.   Queues can be creating for many different job functions to help staff manage daily office task (workflow). For example Queues can be created for the following: Assigned but not accepted, Accepted but not scheduled, Orders not statuses by appraisers, Orders to be Reviewed, CODs picked-up but not returned.  This feature allows office personnel to easily manage their day to day activities at the touch of a button.

Vendor Management System:

• Fee table management - This feature will allow you to create and associate an unlimited number of fee tables to a particular appraiser. This will allow alternate fee tables to be selected for that appraiser within an order form.
• Coverage Area
• Appraise Scoring - This feature automatically gives the appraiser a score based on many things including turn around time.
• Appraiser Accept/Deny - This feature will allow an appraiser to accept or decline appraisal orders via email that were assigned to them.
• Appraiser document management (E&O, Resume, License, Sample Reports) - This feature will allow you to track appraiser specific information including fees, license, insurance, forms software type and coverage area. Staff users are also able to control how many appraisals that are assigned to the appraiser based on total maximum open and daily maximum.
• Scheduling calendar
• Appraiser self-registration system - This feature will allow new appraisers to register their information into your eTrac database so they can be processed as a new vendor. Once this process is completed they will have rights to access the eTrac system and view their assigned orders, update status and deliver files.
• Monitor and reassign orders if not accepted by appraiser - This feature was implemented as a global Queue and allows users to keep track of any orders that were not accepted within a certain number of hours by an appraiser so users are able to reassign.

Client Management System:

• Multi client fee table support - This feature will allow you to create and associate an unlimited number of fee tables to a particular client. This will allow alternate fee tables to be selected for that client within an order form.
• Automated status updates provide custom notifications for loan officers and processors via e-mail based on their specific profile.
• Appraisal Request - Clients can submit an appraisal, environmental, title or BPO request directly into the system
• Retrieve Completed Order - Completed reports can easily be accessed and downloaded wherever Internet access is available
• Submit Supporting Documentation -Additional supporting document including plans and sales contracts can be associates with the order request
• Review Statement Online - all client with appropriate permission can access outstanding receivable and recently paid orders online 24/7
• Submit Payment Online - Clients or borrowers can provide both credit cards and checks information for instant online payments. The system will automatically update the accounting and mark the receivable as paid
• Integrated messaging - Clients can submit questions or additions and email the office or appraiser. All communications are permanently logged for historical and audit purposes.

Enterprise Optional Features:

Commercial workflow:

• Bid request management
• Engagement letter generation

Reviewer Module:

• Workflow management
• Store report notes
• Score appraiser performance

Enhanced Workflow:

• Order Import Tool allows data to be entered from Excel or comma-delimited files for transitions from a legacy system or bulk client orders.
• Appraiser and Client Import allows lender and vender data to be imputed from a legacy system.
• Sales Representative commissions tracking - Sales person tracking allows companies that offer commissions to staff for recruiting new clients a method of tracking commissions using report builder.
• Appraiser E-mail Order with Attachments give you the ability to automatically have PDF's, Word files, spreadsheets, Zip files, etc. attached to order emails sent to appraisers. These documents, the desired filters, and additional email body text are configurable/uploadable