DESKTOP AND CLOUD SOLUTIONS FOR TITLE PROFESSIONALS

Transcription

1 T I T L E & S E T T L E M E N T S O L U T I O N DESKTOP AND CLOUD SOLUTIONS FOR TITLE PROFESSIONALS I N F O R M A T I O N P A C K A G E

2 Table of Contents Why TitleExpress?... 2 Solution Comparison Chart... 4 Solution Integrations... 5 RealExpress... 5 Additional Products... 6 iorderexpress... 6 ScanExpress... 6 ReportExpress... 7 TitleExpress Services Overview... 8 Printed Products... 8 Custom Check Design... 8 Auto-clear Setup... 8 Positive Pay Setup... 8 Document Customization... 8 Training Services... 9 Document Preparation System TitleExpress Cloud Solution SMS Customer Support About SMS and TitleExpress Getting Started First American Professional Real Estate Services, Inc. (FAPRES) makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions. SMS is a division of FAPRES. SMS TitleExpress and TitleExpress are registered trademarks or trademarks of FAPRES First American Financial Corporation and/or its affiliates. All rights reserved. NYSE:FAF 1

3 Why TitleExpress? Here are just a few ways SMS TitleExpress is different from other software and services providers: TitleExpress delivers ready-to-go, turnkey solutions that greatly reduce implementation time and provide you with functionality, document preparation capability, and ease-of-use to do business quickly and effectively. You have the flexibility of choosing a locally installed solution or a Cloud Desktop subscription based on your company needs. Our development and support teams are led by professionals with extensive title industry experience. We attribute the success of our solutions and services to the depth, knowledge, and experience of our dedicated staff and our ability to understand and act on the needs of our customers. TitleExpress is multi-underwriter compatible, providing maximum flexibility for independent title agents. TitleExpress assists with ALTA Best Practices #4 and #5, Our customizable workflow and event management help you track title policies and recordings quickly and efficiently. From a robust rate and premium calculator to document preparation, TitleExpress allows you to streamline your process and prepare policies and remittance reports with speed and accuracy. The simplified System Management component offers ease of configuration, as your business needs change. Thousands of users in title and settlement firms across the country rely on TitleExpress software for their business needs. PRODUCT DETAILS One-time data entry for seamless workflow Comprehensive and easy-to-use interface Scalable to meet the needs of any number of users, affiliated companies, and jurisdictions FEATURES AND BENEFITS TitleExpress fully integrates title and settlement processes. Information flows seamlessly through order entry; HUD-1, Closing Disclosure, or Settlement Statement preparation; document preparation; check writing; escrow account reconciliation; and management reporting. TitleExpress offers the following four flexible solutions, which allow you to select only the features that you need: The Settlement Solution allows you to create, save, and print Closing Disclosure, HUD-1, or Settlement Statements. The Production Solution offers title document preparation and title insurance premium rate calculations. The Professional Solution integrates the Settlement and Production solutions with escrow accounting, reconciliation, and transfer tax calculations. 2

4 The Enterprise Solution includes the features of the Professional solution with additional scanning capability, reporting functionality, and online transaction management. SYSTEM REQUIREMENTS FOR LOCAL INSTALLATION Meeting the minimum system requirements assures optimal, trouble-free program operation and minimizes the user's support needs. A stable environment is essential for all systems. In order to assure optimal performance of your TitleExpress solution, please carefully review our minimum system requirements. 3

5 Solution Comparison Chart TitleExpress Features Settlement Solution Production Solution Professional Solution Enterprise Solution Cloud Solution Order Entry Workflow Management Calendar Title Insurance Rate Calculations Transfer Tax Calculations Closing Disclosure, HUD-1, Settlement Statements and Disbursements Escrow Accounting and Reconciliation Document Management Outlook Integration PDF Document Creator Document Preparation Management Reports Policy Remittance Reports Jacket and CPL Integrations with Most Underwriters 1099-S Reporting Receivables Complete Search Index Capability Amortization Schedule RealExpress ScanExpress Opt. Opt. Opt. Opt. iorderexpress Opt. Opt. Opt. Opt. ReportExpress (Crystal Reports licensing required) Opt. Opt. Opt. Opt. Desktop Hosted in a SSAE 16 Certified Data Center State and Underwriter Package Updates Included at No Additional Cost 4

6 Solution Integrations RealExpress RealExpress is an integrated platform that offers a quick and efficient way to order products and services from top industry providers without ever leaving TitleExpress. This eliminates the need to re-enter data into a vendor services website or duplicate efforts in a related software application. RealExpress is available at no cost to TitleExpress users with a current Software Services Subscription. To find out how you can automate your processes with integrations for shipping, underwriters, and other service providers*, visit our website or speak with your Regional Sales Manager. RealExpress network service partners ClosingCorp Digital Closing Docs FasTrax Title Clearing FASTWeb FedEx First American Title Insurance Company GreenFolders Investors Title Insurance Company Kasparnet North American Title Insurance Company Old Republic Title Insurance Group PayoffAssist.com PropertyInfo QuickBooks (for receivables) RedVision RynohLive Signature Information Solutions SureClose TitleDesk TitleWave TitleWrite TrustLink UPS Westcor Land Title Insurance Company Western Technologies Group, LLC *List subject to change. 5

7 Additional Products In addition to a full title and closing platform, SMS TitleExpress offers you the added convenience of sharing and organizing your data with the following additional products. iorderexpress A web-based transaction management system that improves your customer service while enhancing the efficiency of your business, iorderexpress gives your customers real-time, 24/7 access to enter new orders, and the ability to upload/download documents, and check the status of their files using a link from your website or a simple web address. As you enter and update TitleExpress order information, it is immediately available to the customer or other parties assigned to the order. You control access to this functionality is designed to eliminate the need for separate uploading functions or entry into a third-party transaction management website. Customize iorderexpress with your company name, logo, and welcome message. Further tailor your iorderexpress website with features, such as custom fields and color. FEATURES AND BENEFITS New orders placed online are automatically created in your TitleExpress solution Online access to view and print title and settlement documents 24/7 online order status tracking Customizable permissions allow you to control file access on a per-file basis ScanExpress A document imaging system that seamlessly integrates and indexes scanned documents with TitleExpress orders. Fully integrated with TitleExpress, ScanExpress provides the functionality to scan, store, and access documents associated with each TitleExpress order. The electronic management of documents offers enormous efficiency gains to the paper-saturated title office. In addition to significantly reducing the time it takes an employee to find a file, document imaging greatly reduces or even eliminates the costs associated with file storage and retrieval. In addition, valuable back-title information is readily accessible. FEATURES AND BENEFITS Images are linked directly to TitleExpress orders Images are retrieved using any of the order-indexed fields, no need to re-enter index information Images are accessed directly within TitleExpress for easy viewing on your workstation 6

8 TECHNICAL REQUIREMENTS ScanExpress requires a TWAIN-compatible scanner with a scanning interface and adequate hard-drive space to store scanned images. To use ScanExpress in a Terminal Services or similar environment, you must purchase a third-party utility to enable direct scanning from your local workstation to the terminal server. RemoteScan for Terminal Services is a recommended utility. ReportExpress Create custom reports from your TitleExpress database that help you track, understand, and manage your business with optimal efficiency. ReportExpress is a report generating solution that integrates with TitleExpress. Included with ReportExpress is a set of standard reports that forecast trends, analyze workflow, and provide statistical data. It requires the installation of Crystal Reports* version 10.5 or later. ReportExpress helps you improve operational efficiency, align your company strategy with day-to-day execution, and strengthen profitable relationships with customers. * SMS does not sell Crystal Reports licensing. You must purchase separately from another vendor. FEATURES AND BENEFITS Create reports proprietary to your workflow and data management Get a complete picture of your pipeline and other important aspects of your business View public and private reports directly in TitleExpress REPORT BUILDING TRAINING SERVICES Maximize your investment in ReportExpress with customized training onsite or online from TitleExpress professionals. 7

9 TitleExpress Services Overview Customize TitleExpress for how you do business. We offer an array of professional services to enhance the performance of your TitleExpress software and help you keep up with increasing demands for security and data analysis. PRINTED PRODUCTS TitleExpress compatible checks, deposit slips, and window envelopes are available directly from TitleExpress. CUSTOM CHECK DESIGN Customize your TitleExpress check formats to accommodate MICR-encoded printing, including the addition of logos and signatures. If you purchase check safety paper stock from another vendor, our default SMS TitleExpress check format is also customizable. AUTO-CLEAR SETUP TitleExpress includes functionality to automatically clear checks and deposits. Auto-clear saves valuable time by detecting discrepancies between bank transaction and escrow accounting transactions while automatically matching and tagging transactions. Formats for most banks are available. POSITIVE PAY SETUP TitleExpress helps you avoid check fraud and helps keep your bank accounts secure by offering a positive pay utility for daily submission to your bank. TitleExpress check data is prepared in a format that is compatible to your bank s specifications to allow for an automated upload. For more information on supported banks and related costs, please contact your Regional Sales Manager. DOCUMENT CUSTOMIZATION If you choose to add to our extensive standard forms libraries, we can help! Our Document Preparation Systems department provides an array of options for attractive and time saving merge documents built to meet your needs. 8

10 Training Services Onsite or online the choice is yours. Performed by title industry experts, TitleExpress training is the best way to maximize your software investment. Our team of training consultants average 30 years of experience! Whether you are a new user, or already know the basics, we offer training that is right for you. Each TitleExpress instructor is an experienced title industry professional with expert knowledge of the latest software features and updates. ONLINE TRAINING As a supplement to our comprehensive classes, our professional instructors provide systematic instruction on specific features or functions of TitleExpress. These sessions offer live, interactive instruction with the convenience of learning from your office. ONSITE TRAINING If you prefer, our instructors can also fully address specific requirements and implement customizations to a captive audience! in your office environment. WEBINARS AND VIDEO TUTORIALS We offer a variety of both webinars and video tutorials, which are available on the Video Library page of our website. These videos offer quick how-to demonstrations for working in TitleExpress, using RealExpress integrations, as well as tips for maintaining an office compliant with ALTA Best Practices. SCHEDULING TRAINING To schedule training, please contact the Training Department at or us at TEtraining@smscorp.com. 9

11 Document Preparation System Automatically merge order information into customizable Master Forms with the TitleExpress Document Preparation System. Merge Sets speed the process of creating documents by allowing you to create document sets that merge multiple documents at once DPS Signature customizations allow you to automatically insert signatures into documents Your documents are easily converted to PDF and sent as attachments Add your company logo, customized text and create and refine your custom documents to complement your standard forms library STANDARD FORM PACKAGES TitleExpress offers the following three standard forms packages. You may also purchase Master forms individually. For a complete list of forms, please contact your Regional Sales Manager. Package Type Description Unit Of Measure Price General State This package consists of a large selection of Master Forms that are typically applicable to any jurisdiction. Includes Master Forms and transfer and recording calculations for the state. Per Package $ Per State $ Underwriter Includes Commitment, Owner and Lender Policies, Affidavits, Endorsements, Clauses (if available), and premium calculations. Per Underwriter, Per State $ DOCUMENT CUSTOMIZATION SERVICES TitleExpress provides Document Customization Services for customers who want assistance with modifying their own forms, or with adding new Master Forms and clauses to their library. Our document automation specialists are experts in the title and settlement industry. They bring a wide-range of experience and expertise to every assignment. We prepare a Statement of Work for each request to assure that all specifications are met. Following are commonly requested services: Embedding signatures into Master Forms Creating one Master Form for multiple underwriters in multiple states 10

12 ABOUT THE TITLEEXPRESS DOCUMENT MANAGER The TitleExpress Document Manager feature offers a simple way to save and access all documents electronically in your file. Drag and Drop any document, PDF documents one or multiple documents, Microsoft Word documents, and more with the click of the mouse. Use Document Manager to attach files to s easily for efficient communication with all parties. 11

13 TitleExpress Cloud Solution With all of the features and benefits of TitleExpress, our TitleExpress Cloud Solution provides secure, reliable access to your TitleExpress software and data from anywhere you have an Internet connection. It gives you all the functionality of area network technologies without the purchase and ongoing maintenance costs of maintaining your network locally. A TitleExpress Cloud subscription provides you with updates to the TitleExpress program, documents, and title insurance premium rate calculations. There are no additional updates to purchase and no appointments to schedule we have you covered! With our TitleExpress Cloud Solution, your desktop is secure in a SSAE 16 certified data center with rigid infrastructure controls. This solution allows you to focus on your customers needs faster and better while providing a more streamlined delivery of products and services. COST SAVINGS Replace network-related uncertainty and capital investment with a fixed monthly fee. TitleExpress Cloud provides you with benefits ranging from reduced downtime to controlled IT overhead costs. SCALABILITY Quickly increase your computing capacity using TitleExpress Cloud. Additional employees and offices are up and running without adding additional servers, increased data storage capacity, or a complex wide-area network set up. DATA PROTECTION Stop worrying about losing data when in-house backups do not run properly. Our secure data centers and backup procedures use industry-standard best practices. SECURITY Relax knowing your company information and data is secure. Firewalls and managed site access protect against intruders, viruses, spyware, and ransomware attacks. 12

14 DESKTOP APPLICATIONS The TitleExpress Cloud desktop is integral in providing access to the following subscriptions: TitleExpress suite of software solutions Microsoft Office (Standard) Adobe Reader Integrated/licensed applications* Internet Explorer *Must have valid license where applicable. Speak with your Regional Sales Manager for more information on system requirements for the TitleExpress Cloud Solution. View System Requirements for optimal performance of your TitleExpress Cloud Solution. PRINTERS Printers must be Microsoft-supported in a terminal server environment. While most printers are supported, it is best to confirm with SMS before purchasing a new printer to verify that it will work. SCANNERS Scanners must be TWAIN-compatible and require a third-party utility to allow direct scanning from your local workstation to TitleExpress Cloud. If the third-party utility is not certified, it must go through a certification process RemoteScan for Terminal Services is a recommended utility. 13

15 SMS Customer Support Our Support Analysts are ready to address your software service requests. Your Software Services Subscription includes technical support during regular support hours unlimited calls, program updates and maintenance releases, annually updated IRS 1099-S reporting modules, and frequently updated Help Files and User Guides. The standard subscription covers a 12-month period. CUSTOMER SUPPORT HOURS OF OPERATION You can reach a Support Representative by chat, phone, or 8:00 a.m. 8:30 p.m. ET. Customer Support Phone Customer Support TESupport@SMSCorp.com About SMS and TitleExpress From title and closing production systems to trust accounting, SMS delivers solutions that span the entire real estate closing process seamlessly integrating front office tasks with back office processes to make your life easier and your business stronger. We understand that the title and settlement arena is always in motion, and the regulatory environment is constantly changing. That is why we offer more best practice solutions than any other provider. Nothing is more important to title and settlement professionals than having someone on their side an expert team with extensive experience, the strength to help, and targeted products and services to help them make the most from each and every transaction with SMS. Getting Started To request a quote, please call or us at sales@smscorp.com. After asking a few brief questions, we will propose a solution to meet your needs. We hope to welcome you soon as a new TitleExpress customer! 14