eTrac

Track

A key component to managing the appraisal process is the ability to effectively communicate with both the vendors and lenders to promote synergy in the relationship. In the past, this process was typically managed with a fury of phone calls often resulting in phone tag and frustration. An online tool that facilitates communication with both the vendors and clients provides real time access to information 24 hours a day, 7 days a week.

Customer service: It is crucial for staff members to immediately have information when corresponding with clients via e-mail or over the phone, and a system that manages appraiser communication ensures that this communication is readily available.

Scheduling calendar: The online calendar provides instant access to both the inspections schedule and critical due dates for all active orders in progress.

Online status: Clients are able to view all jobs and all requested orders at any point in time through their personalized client portal. This provides both unlimited access to real time information, and the ability to communicate with the office in a secure environment.

Automated notification: The system can automatically generate e-mail communications based on the lender’s specific profile preferences, thereby limiting communications by effectively filtering unnecessary messages.

Custom reporting: AMC includes a wizard based report generator that allows specific field selection, groupings, and custom data filtering that can be automatically exported into Microsoft Excel.

Queue manager: AMC provides an effective method for managing workflow based on specific tasks or individual staff users.