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Features

File Management Features

  • Transaction-based workflow processing can be customized to meet your unique needs
  • Integrated calendar system with multiple views and reports keeps you up-to-date on your workflow
  • Integrated file tracking and transfer functionality displays file assignments and location
  • Integrated with Microsoft Word for the creation of professional documents, master documents and managing on-the-fly edits and tracking revisions
  • 12- Way Indexing capabilities for locating files
  • Integrated with Outlook or any MAPI compliant e-mail application for regular and batch e-mails and faxing using your global address book or address stored in StreamLine
  • One-of-a-kind Runner System for tracking pick-ups & deliveries
  • Integrated and customizable management reports

 

Transaction Features

  • Based on your rules, automatically creates input screens, closing documents and To-Do-Lists
  • Calculates fees and charges
  • Auto-fill invoice with Accounts Receivable
  • Reconveyance Tracking
  • Date Down and Recording Tracking
  • 1099 Reporting to the IRS with annual updates base on IRS regulation changes
  • Self-balancing disbursements
  • Real-time trust accounting
  • Supports multiple underwriters and rate schedules
  • Tracks policy inventory with electronic underwriter remittance