VisiRecording Client Portal - Visionet Systems

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Presentation Description

The objective of client portal is to provide instant visibility of current situation for the orders with our BPO business. The visibility will help in gaining confidence and result in increased business.

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Presentation Transcript

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1 VisiRecording Client Portal

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2 Introduction The objective of client portal is to provide instant visibility of current situation for the orders with our BPO business. The visibility will help in gaining confidence and result in increased business. Below is a list of components for the portal.  Dashboards  Order Status  Filed data availability along with filed documents  Reports  Escalations Communications  Recording Updates

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3 Dashboard The dashboard shows different reports related to orders in graphical view like order status order volume escalations etc. User can search for order by using search option available at top right corner.

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4 Order Search The order search screen provides the capability of searching orders. User can search the order by providing different filter criteria. Orders data appear with its basic properties. User can view Order Detail by using link on Order Number.

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5 Order Information Loan Info User can search for an order and can view its details. The information has been available on different tabs. The basic information associated with Loan is available on Loan Information tab.

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6 Order Information Document Info Document information can be viewed on Document Info tab for specific Order Number or Loan Number. It lists all the documents which are associated with this order. User can use the hyperlink to view the images.

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7 Order Information Issues Info All Issues associated with the order can be viewed on Issue Management tab. The details can be viewed by clicked on View button.

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8 Order Information Order Status Application shows current status of Tasks for Order. It also shows checks shipping information and for recorded orders recording information is also displayed on the screen.

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9 Escalation Issue Management User can add view or update the issues for Orders using Issue Management section. User may click on Detail button it will take user to issue detail screen. On this screen user may respond or just close the issue by providing his/her comments.

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10 Escalation Issue Management User can add view or update the issues for Orders using Issue Management section. User may click on Detail button it will take user to issue detail screen. On this screen user may respond or just close the issue by providing his/her comments.

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11 Communication Comments User can add or view the Comments for specific Order using Comments screen. User can also see the comments added against an order.

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12 Issue Detail Report This report shows the issues created in the application. User may view the detail of each record by clicking on Order link

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13 Order Submitted to County Report This report can be used to track the orders which are submitted to counties. User can check its status submitted date and tracking number etc.

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14 Inbound Order Report This report shows the orders which are added in VisiRecording application for processing. This report also provides the filters to narrow user search.

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15 Pending Order Report This report can be used to track the orders which are submitted to counties. User can check its status submitted date and tracking number etc.

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16 Recorded Order Report This report shows the number of orders which are successfully processed and recorded with recording office. It shows the orders recording information and user may see more details by following Order Number link.

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17 Rejected Order Report This report shows the record of those orders which are rejected from county and not submitted yet. The rejection reasons are listed on the last column. If rejection reasons are long then a hyperlink will appear and user may view details in popup.

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18 Recording Updates The Recording Updates screen shows the counties updates regarding recording of documents with effective dates. These updates may fee tax or address update.

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19 Duplicate

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20 HUD Fee Validation

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21 Trailing Order – Order Entry

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22 Trailing Order – Existing Order

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23 Payables Receivables

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24 APC – Index Review

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25 APC – Validation Review

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26 Contact Us For a personalized demo contact us today. Visionet Systems Inc. 4 Cedarbrook Drive Bldg. B Cranbury NJ 08512 609-452-0700 x 1143 salesvisionetsystems.com For more information please visit Mortgage Recordings Releases Assignments.

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