PortalSyncTM is next-generation, secure client portal that is literally transforming how title and escrow companies interact with parties in a real-estate transaction.
PortalSyncTM overcomes the hassle of emailing and secure emailing of documents to the various parties in a transaction. PortalSyncTM also goes miles beyond 1st generation “Transaction Management Solutions” to:
- Provide unrivaled ease of use
- Reduce time, effort and hassle related to keeping various parties updated
- Automatically synchronize ALL relevant transaction data and documents
- Not require messaging or sending of attachments to the various parties
- Provide a central, branded access point for transaction updates, documents and correspondence
- Use your current software tools – no additional software to use or manage
PortalSyncTM can be integrated with a number of leading title and escrow software systems. For example, when used with GreenFolders, PortalSyncTM takes the pain out of getting documents to the right parties:
PortalSyncTM turns your website into a functional, secure and social hub of activity with your customers and other interested parties.
Tight Integration With GreenFolders
Using GreenFolders? PortalSync TM eliminates the need to purchase, configure and learn a new system because you already have it in place: Greenfolders!
PortalSyncTM integrates with the GreenFolders file and folder management application by synchronizing specified data and/or documents to automatically be shared with specific parties based on events or rules that you define. No more emails or sending multiple messages with attachments back and forth. No new software tools to learn. As attachments are created and stored in GreenFolders, they can be made available to your customers, automatically!
Synchronize Documents with Your Website
PortalSyncTM also makes it easy to get exactly what’s needed. Users can download a single document or hundreds at a time with as few as two clicks.
PortalSyncTM addresses these deficiencies with “Smart Notifications.” Smart Notifications help reduce the sheer volume of notifications going out to your customers and improve the quality.
The result? More happy customers!
Shared tasks can include the task name, the task due date and the task owner. Other pertinent details such as task notes, etc., are not shared with external parties.
Pertinent Transaction Data on One Page
Easy Access To CLOSED Transactions
Two Versions to Meet Specific Needs
To meet the needs of a small and the very largest title companies who have specific needs, PortalSyncTM is available in two versions: Standard and Lite.
|Document Type Support||All document types are supported||All document types are supported|
|Maximum # of Documents Allowed per Transaction||50||500|
|Document Storage||2 years||Indefinitely|
|Sync-able Transaction Elements||Transaction Status, Documents||Transaction Status, Documents, Document Types, Labels, Folder Assignee, Notes, Tasks|
|Download All Documents||Included||Included|
|Upload & Share Documents||Included|
|Branding||Basic branding on the login, logout pages||Enhanced branding throughout the application|
|Custom Attachment Type & Label Configurations||Not available||Configurable by the organization|
|Custom Notification Logic||Included||Included|
* Additional Fee Required
A Fully-featured, Secure Portal for Your Website
PortalSyncTM provides an elegant and highly functional interface for users that allows them to find what they need fast. Transactions are logically arranged by folder which provides a natural visual representation. Transactions can be viewed by folder or by list for advanced users. Transactions can also be sorted by property address, buyer/borrower name, seller name or transaction ID.
Because professional parties such as realtors, brokers and lenders are typically involved with many separate transactions over the course of a year, simplifying and streamlining the way you make information available is key to being a standout in a competitive marketplace. Simply put, PortalSyncTM makes your company standout above the competition and allows your organization to provide an unrivaled user experience.
PortalSyncTM was designed from the onset to be integrated into your website. This allows you to have all the benefits without any of the worry or complexity.
Title IO handles the user registration and authentication so you don’t have to. No worries about managing users, passwords or access. PortalSyncTM includes a built in mechanism for user registration.
PortalSyncTM was designed with real estate settlement in mind. As a result, it makes it super easy to see what’s new, download documents, sign documents and interact with the many parties in the real estate transaction.
More Information?Get in Touch with Us!