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From an attorney or trustee perspective, default loan management can be complicated and overwhelming. Adding statutory, regulatory and investor compliance guidelines on top of day-to-day business rules and internal operating procedures requires expensive resources and time-intensive oversight. Timeline pressures, external variables coupled with an ever-changing landscape in the default loan servicing industry create even greater challenges.

CaseMax History

The Global Financial Crisis of 2007–2008 is considered by many economists to be the worst financial crisis since the Great Depression of the 1930s. It resulted in the threat of total collapse of large financial institutions, the bailout of banks by national governments and downturns in stock markets around the world. The housing market also suffered, resulting in elevated evictions, foreclosures and prolonged unemployment. As the housing bubble burst, the loan default rate spiked and servicers were forced into a new landscape of loan servicing. Law firms were suddenly thrust into unchartered territory of audits, compliance and accountability.

By that time, CaseMax had already marked its 7th anniversary since implementation in both a judicial and non-judicial state. Building on its solid foundations and having been user-tested time and time again, CaseMax has evolved into a robust and uniquely positioned case management system that few, if any, competing products can even come close to matching.

Our Technology

Streamlined Default Workflow Processing

NetDirector’s partnership with CaseMax provides functionality allowing the movement of data and documents securely within CaseMax. Their unique approach significantly reduces labor costs for CaseMax customers.

Dynamic Solutions to Enhance Document Services

By using a combination of consultation, business analysis, and product customization, the CaseMax imaging feature set works to improve overall efficiency and productivity. From document management and workflow automation collaboration technology, our robust imaging capabilities enables CaseMax to set a new standards in our industry.

Increased Application Flexibility

The Business Process Management (BPM) capabilities within CaseMax enables customers to essentially externalize the case workflow rules and business process logic from the main application. This allows CaseMax customers to quickly, fluidly and visually change existing business processes on-the-fly yet remain confident that each file continues to follow the proper workflow execution path.

CaseMax Interactive WorkFlow

Automate Proper Communication

CaseMax integrates with the United States Postal System (USPS) to generate Certified Mail automatically within the structured workflow. The system produces bar-coded coversheets that can be used with Certified Mail envelopes. Then CaseMax tracks each mail piece from start to finish. Users can be notified of retrieve signatures automatically or let CaseMax move on to the next task in the workflow.

What could be easier?


Paper-less Freedom

The document scanning and imaging services built into the CaseMax platform can transform paper piles into text-searchable digital images. Instead of dealing with file cabinets or off-site storage, documents can be filed digitally into CaseMax which acts as a document storage solution.


Automated County Document Recording? No Problem

CaseMax can record documents digitally with the county recording office, virtually eliminating paper from the recording process. Furthermore, CaseMax automates this time-consuming process. Customizable templates ensure full compliance with each county recording office, significantly reducing document rejections. Documentation is digitally signed, notarized and submitted electronically—no paper, no couriers. In seconds, the document is at the county recording office, ready for the next stage of processing.

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