Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AtClose is the next generation in digital title, mortgage and escrow solutions. It enables faster closings and data driven insights for better communication and a shorter cycle time for both title and mortgage lending. Automate title, settlement, and appraisal. Automated workflows and robust vendor management solutions simplify and streamline complex processes. Integrated with all major lenders, vendors and other parties in the pre- and post-closing environment. The powerful and comprehensive software platform is designed to improve accuracy, reduce repetition, improve vendor relationships, and save time. Automated business process for appraisal. Title & settlement processing and search automation. Post-close automation & recording automation. Automation and management of underwriters vendor management & detailed reporting. Dynamic, template-based document generation system. Separate portals and systems for vendors and clients.

Description

To onboard a new vendor within the organization via BlueTree CEMS, begin by entering the essential information to establish vendor credentials. After these credentials are created, they can be shared with the vendor’s organization, allowing them to proceed with providing comprehensive empanelment information. The Vendor Management module boasts robust capabilities designed to streamline and oversee the documents submitted by the vendor. The vendor will utilize a specific login assigned to their organization to enter the necessary empanelment information on BlueTree CEMS. Subsequently, these documents will be routed for approval. Reviewers will receive notifications regarding this submission and will be subscribed to any future modifications related to the document. Depending on the feedback from the reviewers, the documents can be approved or declined. It's crucial to send automated reminders to the vendor to facilitate the completion of the empanelment process. Once the vendor finishes uploading the required documents, the administration team will receive an email alert prompting them to verify the uploaded materials. Additionally, this process ensures that all stakeholders are kept informed and involved at every step, promoting efficiency and clarity in vendor management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
DocMagic Yes 
Epicor CMS Yes 
Google Maps Yes 
Keystone Yes 
Live Commerce Yes 
Loangility Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics GP Yes 
Microsoft Entra ID Yes 
QuickBooks Online Yes 
ResWare Yes 
SAP Store No 
SendGrid Yes 
ShortTrack Yes 
Smarty Software Yes 
Workday Extend Yes 
Zillow Yes 

Integrations

Amazon Web Services (AWS) No 
DocMagic No 
Epicor CMS No 
Google Maps No 
Keystone No 
Live Commerce No 
Loangility No 
Microsoft Dynamics 365 No 
Microsoft Dynamics GP No 
Microsoft Entra ID No 
QuickBooks Online No 
ResWare No 
SAP Store Yes 
SendGrid No 
ShortTrack No 
Smarty Software No 
Workday Extend No 
Zillow No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1.00/month/user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AtClose

Founded

1995

Country

United States

Website

www.atclose.com

Vendor Details

Company Name

BlueTree

Founded

2010

Country

India

Website

www.bluetree.in/contract-labour-employee-management-system/

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Product Features

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook Yes 
Employee Portal Yes 
File Management Yes 
Job Description Management Yes 
Orientation Management Yes 
Self Service Portal Yes 
Task Management No 
Tax Forms No 
Training Management Yes 

Workforce Management

Budgeting & Forecasting No 
Contractor Management Yes 
Employee Lifecycle Management Yes 
Labor Projection Yes 
Performance Appraisal No 
Recruiting Management Yes 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Alternatives

Alternatives

Landtech Reviews

Landtech

AccuTitle
ONETEAM Reviews

ONETEAM

The Blue Book Network
SOLEX Reviews

SOLEX

First American Docutech