THE CHALLENGE

Closerv is a web-based application used by mortgage and title companies to streamline workflow and business processes. The settlement services business is very clerical in nature, and one of the many internal procedures involved spending over an hour reading hand written reports provided by abstractors, and using this data to build real estate closing documents from Microsoft Word templates. The reports were often not legible, which required tracking down the submitter to correct. The documents also had to be scanned and uploaded manually.

THE REQUIREMENTS

Closerv was seeking a to reduce the time required to review data and draft forms. They wanted to ensure the integrity of the data collected, automate the building of title forms, and be able to report on the efficiency of the process. Their requirements were:

Application Integration – The solution had to fully integrate with the existing Closerv application.

Data Collection – They wanted an online portal for abstractors to enter report data.

PDF Templates – The data needed to populate PDF documents based on very specific design and layout.

Approval Process – They wanted the ability for a manager to review and digitally approve the reports and PDF documents, before finalizing.

Reporting – They wanted to be able to view reports on time to complete, and other business metrics.

THE SOLUTION

We scoped out the entire solution, and managed the development of a custom web portal, used by the abstractors to complete their reports. Once completed, a Closerv employee would be notified, and would spend a few minutes making sure the report was completed. Then once verified, they would click a button, to automatically generate the closing document, and store in the system. We also built a reporting system to track the time to complete.

Once implemented, this application enhancement, drastically reduced errors, and cut about 1 hour from the total closing prep process, which enabled the company to process about 15% more transactions using the same staff.