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Contact Us: (844) 679-2273 | info@casemax.com

CaseMax Reduces the Impact of Complexity

Default loan management is complicated and overwhelming. Adding statutory, regulatory and investor compliance guidelines on top of daily routines requires costly resources and time-intensive oversight. CaseMax provides a powerful, yet intuitive solution to overcome these complexities by allowing your firm to leverage it’s resources for greater efficiency, productivity and ultimately a higher rate of return on your investment.

Major CaseMax Benefits

Reduced Costs
Increased Efficiency
Higher Volume
Greater Throughput

Better Visibility
Easier Audits
More Transparency
Automated Communication

Document Management

  • Fully Integrated Solution – document storage, retrieval and routing
  • Document templates are created in Microsoft Word
    • Business Rules available to control what text is displayed
    • Referral specific data provided through merge fields
    • Attachments are included as part of the template
  • Scanning
    • Barcodes created and read
  • Systematically insert documents
    • Automated processes insert documents such as Military Search Affidavit
  • Document Generation
    • Automated, i.e., no human intervention
    • Manual – One step

Certified Mail Solution

  • Automated Solution is a complete “no touch” solution
  • Certified mail created and reviewed by processor also available
  • Certified mail recipient list available for each document
  • Images may be included
  • Electronic Signatures Available

B2B Communication

NetDirector provides electronic data transfer between the firm and clients, vendors and agencies

  • Foreclosure referrals from all major client websites
  • Milestone completion and re-forecasting updates from CaseMax to client websites
  • Military search of the Department of Defense website
  • Receipt of process server results
  • Documents from client websites

Custom Reporting

  • Standard Reports Provided
  • Customized Reports Available

Develop your own customized reports

  • The firm has complete access to all of its data
  • The CaseMax team may be contracted to develop customized reports

Business Rules Library

More than 450 business rules available for:

  • Task selection within the process maps
  • Document selection
  • Hiding/Showing text within a document
  • Conditions evaluated by business rules
    • Loan type
    • Process type
    • County
    • Client
    • Hearing results
    • Presence or absence of document

TitleData Management

CaseMax has extensive integration with NetDirector – a hosted data exchange environment, and incorporates the following services:

  • CoreLogic VendorScape 4
  • LPS Desktop Process Management
  • LPS Invoice Management
  • ISGN LenStar
  • HUD P260 Portal
  • Bankruptcy PACER Suite (National & Regional)
  • Department of Defense – Military Search
  • SSN Finder
  • Death Search
  • NetExtract (legal description extraction)

These services allow firms to manage data for:

  • Client Profiles
  • County Profiles
  • General Information/Casefile
  • Users and Roles
  • Processes – bankruptcy, foreclosure, eviction
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