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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

DocMastR is much more than just a straightforward document management solution; it functions as a comprehensive enterprise information and knowledge management system. This platform not only organizes documentation but also facilitates connections among project teams through efficient document handling. It allows for seamless access to documents across the entire organization, encompassing clients, vendors, and suppliers, ensuring that everyone involved has the necessary information at their fingertips. The system effectively manages all client and vendor documentation through transmittal management, and it features an Automated Master Document Register (MDR) for streamlined oversight. Additionally, its Look-Ahead reports play a crucial role in proactively notifying document owners of impending deadlines, aiding in the strategic planning of their workloads. Conversely, late reports prompt a reactive approach, highlighting documents that may either have unrealistic forecast dates requiring adjustment or are overdue due to delays from clients, companies, or vendors in creating or reviewing necessary documents. Furthermore, Greenbook Technology enhances the capabilities of project management with features like automated databook generation and customized reporting options, making it a versatile tool for various project needs.

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 
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 
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

No price information available.
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

ParrotCode

Founded

2010

Country

Canada

Website

www.parrotcode.com

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

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

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