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Features

File Management Features

  • Transaction-based workflow processing that 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
  • Your choice of two data entry styles
  • 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
  • Integrated and customizable management reports

 

Transaction Features

  • Automatically creates input screens, documents and To Do lists when you open a file
  • Includes escrow documents and phrases for sale, refinance, business transfer and mobile home transactions
  • Calculates fees and charges
  • Creates Closing , HUD-1 and HUD 1-A statements with multiple print options
  • Provides mobile home data entry screens and documents
  • Exports 1099-S information to the IRS with annual updates based on current regulation changes
  • Self-balances disbursements