Document and Transaction Manager by CoreLogic® provides a simple and intuitive platform to digitize, share and manage documents online in a safe and secure environment. With seamless MLS integration, you can streamline your workflow and processes so you work smarter, not harder.

Features

Automation

• Automated, branded customer communications with status reports
• Uploads documents via fax, email, scan to email, direct upload, bulk fax/scan
• Automatically transmits documents and notifies the appropriate parties
• Manage document auditing and review process automatically

Organization

• PDF document packaging - burn to disk or save on local computer
• Built-in archive capability to organize documents with bookmarking
• Conserves costs and time associated with managing paper files
• Template-based task checklists auto-calculate important due dates

Protection

• Centralized, secure communication and storage site for each file
• Document security levels—public/private,listing/selling, etc.
• Secure access to documents is role-based to ensure the right people see the right documents

Covered by U.S. Pat. No. 7,343,348