Customer Access

Customer Workspace Portal

Overview

Collaboration is the strength of our business. Our customers are our partners, our managers and our employers. Our processes and deliverables are on the critical path of many of their real estate workflows. Therefore, our business processes, support systems and software services are imperative to the successful completion of our customer's real estate closing efforts.

For many customers, their participation in the ordering, status management, deliverable construction and package distribution processes saves both time and money. Uniquely, our customers also have the ability to retrieve and download their prior orders.

Highlights


Place new orders online, check order status & print status reports.

Immediate access to completed residential orders - usually completed within 24 hours.

View and reprint invoices for orders completed in the last 90 days. (PDF)

View and reprint your monthly statements. (PDF)

Access and download your current and historical deliverable packages and reports.

Manage your customer contact information, order notification rules and workflow participation options.

Upload your additional notes and other pertinent data to your Records Room storage area. (Subscription)

Optionally, grant your customers restricted access to their orders and reports.

Paper, MS Word, PDF and XML MISMO report delivery formats are available per your profile/order settings.