eTrac

 

 

 

 

 

Appraisal Office Packages

Products

Web Studio

Basic

Office

Staff & Admin users

N/A

1

unlimited

Appraisers users

N/A

1

unlimited

Web Site with self-management capabilities

e-mail (Outlook, Outlook Express, or WebMail)
Online Order Form (imports into forms software)
Unlimited Document Storage N/A
Membership to eTrac Network (directory listing)
N/A

General

Ability to track and manage all orders

Ability to electronically deliver appraisal files to clients

Allow clients access to place orders online

Allow clients to attach documents to order requests

Allow clients to view status and history of all orders

Allow clients to view online statements

Caylx Loan Origination System Ordering Integration

Accounts Receivable

Automatically send invoices to clients

Allow clients or borrowers to pay by credit card

Allow clients or borrowers to pay by electronic check

Ability to post payments against accounts

Ability to send statements of outstanding invoices via e-mail or print

Accounts Payable

Ability to track all appraiser payments

Ability to produce pay sheets

Manage appraisers by fee split or flat fee payments on order basis

Export outstanding receivables to collection agency

Secure Appraiser Access

Appraiser has on-line access to orders

Appraiser has ability to view and update calendar

Import calendar into Microsoft Outlook

Appraiser has ability to update status and make comments

Appraiser has ability to import order data into forms software

Appraiser has ability to search previous work

Appraiser has ability to view open and paid invoices