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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Q-assign is an integrated solution within Salesforce that automates the assignment of leads and cases, streamlining the workflow for sales and service teams. This tool allows businesses to direct records—such as leads, cases, accounts, and custom objects—utilizing customizable rules based on various factors, including territory, skills, priority, or availability. With support for different distribution methods such as round robin, load balancing, and rule-based assignment, Q-assign ensures that work is allocated in a fair and efficient manner. Operating in real time, it instantly assigns records as they are created or modified, thereby minimizing response times and preventing potential leads from becoming stale. Furthermore, Q-assign offers features for tracking assignment efficiency, managing queues, and balancing workloads effectively when team members are unavailable, ultimately enhancing overall productivity and responsiveness. Additionally, this solution empowers organizations to adapt their assignment strategies based on evolving business needs and team dynamics.

Description

Rekon's premier software solution efficiently handles lien releases and assignments while seamlessly integrating the specific requirements of over 3,600 recording offices, which greatly minimizes the risk of recording mistakes and associated penalties. By continuously storing and updating all recording criteria, Rekon maintains regular communication with local recording offices, ensuring that any modifications are swiftly integrated into the software. The platform automates several tasks, such as data entry, calculating recording fees, and generating checks for payments, making the entire process more efficient. Additionally, workflows are systematically assigned, and the time spent on each work queue is meticulously tracked, allowing servicers to evaluate and enhance employee productivity. Given the extensive range of recording requirements, attempting to manually process lien releases and assignments can lead to significant errors, causing expensive delays. Rekon’s sophisticated technological solution not only streamlines the entire operation but also empowers servicers to maintain complete oversight of their documentation. With this level of innovation, servicers can focus more on their core responsibilities while trusting that their recording processes are in capable hands.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ortoo Yes 
Salesforce Yes 

Integrations

Ortoo No 
Salesforce No 

Pricing Details

No price information available.
Free Trial Yes 
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) No 
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 No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ortoo

Founded

2010

Country

United Kingdom

Website

ortooapps.com/q-assign/

Vendor Details

Company Name

Rekon Technologies

Founded

1994

Country

United States

Website

www.rekon.com/rekon

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 Yes 
Electronic Applications No 
Government Loans Yes 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Alternatives

Alternatives