CaseMax Enhancements and Updates

RELEASE 25.1

5/6/2025

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LOAD COLLECTION REFERRALS AND DEBTOR PAYMENTS IN BULK

Load collection referrals and debtor payments in bulk using workbooks
- Export the preformatted workbook
- Provide to client to add the required information
- Import several referrals or debtor payments in a single step
Imported or automated collection and bankruptcy referrals systematically create the casefile like foreclosure referrals

GENERATE BILL DOCUMENTS AND COMPLETE DEADLINES IN BULK

Save time for mail and email clients that want all bills submitted in a batch
Select the bills for which bill documents should be generated
Merge and download desired bill documents
Send a zip file to the client with the selected bills
Set the bill submission date for all bills in the batch

FANNIE MAE (DRA) CHANGES

Add delay start and delay events based on the status of the referral
A hold may be created for each document as it is identified as missing
As each document is received, the hold for THAT document is completed

SPLIT FEES/COSTS BASED ON MAX RECOVERABLE AMOUNT

Prevent manual calculations and bill clients more accurately
Define the maximum recoverable amount for each relevant fee or cost
The system will split the fee/cost amount if the max recoverable amount is exceeded

ACCOUNTING/BILLING CHANGES

Import client bill payments in bulk using a workbook
Track the time spent on a casefile using the timer
Alert processors when required information is not added prior to billing

MISCELLANEOUS CHANGES

Print to CaseMax or the CaseMax Server to add images with fewer steps
Download multiple images from the Images Search Wizard

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Release 24.2

1/14/2025

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GENERATE CHRONOLOGIES

Define which events and note types to include by default
Add records for completion of activities and notes from the workflow
Track delays that impacted the timeline
Systematically complete DDFs related to the chronology
Export the schedule for a referral into a workbook

LOAD FORECLOSURE AND EVICTION REFERRALS IN BULK

Export the preformatted workbook
Provide workbook to client to populate the required information
Import several referrals in a single step

AUTOMATE EMAILING FEE AUTHORIZATION REQUESTS

Define which email address(es) to use to request fee authorization
Merge the desired information into an email and send from CaseMax
Send email without manual intervention or review prior to sending

ACCOUNTING/BILLING CHANGES

Prompt billers to bill based on the number of days since a cost was incurred
Systematically create clients in ProVantage when billing parties are created in CaseMax
Create servicers/outsourcers and billing parties more efficiently

MISCELLANEOUS CHANGES

Configure rules to assign both the sale attendee type and the sale attendee
Populate a date when an activity is completed in the workflow
Reprocess subprocess transactions that were not systematically associated with a process
Track judgment expiration dates and related tolling events
Use rules to control the sections and fields displayed for custom forms
Systematically determine which email addresses to use for automated email
Reproject standard events from the workflow

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Release 24.1.2

10/28/2024

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ENHANCEMENTS TO VENDOR CONTACTS

Assign vendors as Successor Trustees
Ensure the correct vendor contact is assigned to a referral by configuring rules
Merge a list of vendor contacts into a document
Reduce the time to load vendor contacts with the updated load workbook

MISCELLANEOUS CHANGES

Ensure all postal events are retrieved for automated mail, even if the events are not provided in chronological order
Reduce the time to configure the next follow up date for Document Tracking Types

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RELEASE 24.1.1

8/23/2024

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STORE AND MERGE MULTIPLE EMAIL ADDRESSES

Several records may now have multiple email addresses
Merge email addresses individually or in a list

ACCOUNTING/BILLING CHANGES

Attribute fees and costs to specific person for reporting
View and filter on Billing Party in the Work Queue
Approve time entries by process type
Configure default Note Types, such as Time Entry

MISCELLANEOUS CHANGES

Assign document names in bulk
Process missing firmbooks from the user interface
Request missing postal events to ensure receipts and signatures are received

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RELEASE 24.1

7/15/2024

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RETRY COURTAPI MILITARY SEARCHES

Set maintenance windows when a recipient cannot accept transactions and/or when the connection is down
Wait until the maintenance window has ended to send transactions
Systematically retry military searches from CourtApi when DOD site is working again
Involve staff only when the expected wait time has passed without a successful response

WORK IN MULTIPLE TIME ZONES

Handle time zone differences between and within states
Always know the local time when an activity should be performed

UPDATED HEADER BAR

View the relevant information based on the active process
Easily review all collateral on the casefile from the header bar

ACCOUNTING/BILLING CHANGES

Select multiple images as Billing Documentation
Determine where a Generic Billing Document is used
Create Process to Bill records when a process is completed without a map
Submit invoice files to iClear when line item quantity must be “1”

MISCELLANEOUS CHANGES

Download multiple images from the Images page
Combine documents from the workflow
Use Document Name Prefixes to facilitate consistent naming conventions
Configure subject lines for internal and external emails
Support online hearings with new Appearance Method for Video Conferencing

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RELEASE 23.2.2

6/12/2024

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ACCOUNTING/BILLING CHANGES

Use bill suffix to classify bills or create unique bill numbers for bill uploads
Merge accurate balance information on the bill document when payments or adjustments apply

IMPORT PAYMENT AND TRUST INFORMATION FROM PROVANTAGE

Eliminate duplicate effort when entering trust deposits and bill payments/adjustments
Provide accurate payment and balance information from within CaseMax

USE CASEMAX FOR RETAINERS

Request retainer funds via automated email
Apply retainer funds to bills systematically or in the accounting system
Merge accurate balance information on the bill document when retainers apply

REPORT ON UNPAID BILLS AND COSTS

Store payment terms for clients and vendors
Calculate due dates for bills and costs
Report on overdue bills and costs

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RELEASE 23.2

1/22/2024

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CREATE FILES FOR BULK UPLOAD TO ICLEAR

Generate files to upload bills and documentation in bulk on iClear
Use Invoice Express (iClear feature) to upload files and resolve issues

USE CASEMAX FOR TITLE WORK

Save time and money by using CaseMax for title work
Create Title Product process in CaseMax to send title work to law firms using CaseMax

PURGE DATA AND DOCUMENTS

Comply with client directives by purging old data and documents
Delete data with PII – servicer, loan, property and people
Retain data to report referral volume

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RELEASE 23.1.1

11/13/2023

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CREATE SCHEDULES FROM TEMPO REFERRALS

Enhanced processing of automated referrals from clients on Tempo
Events and servicer due dates retrieved from the referral and used to populate the Schedule

ACCOUNTING/BILLING CHANGES

Decrease the time required to troubleshoot bill upload transactions using the new Transaction Detail page
Increased error handling for bill upload transactions when the response cannot be parsed

SYSTEMATICALLY LOAD REFERRALS IN BULK

Save time by loading referrals in bulk using a load workbook
Referrals are processed like automated referrals making it easier for staff to understand
Some limitations apply in this release - contact [email protected] for details

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RELEASE 23.1

10/23/2023

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SYSTEMATICALLY EFILE BANKRUPTCY PLEADINGS

Eliminate the need for your staff to manually efile bankruptcy pleadings
Involve staff only in the case of an exception

UPLOAD DOCUMENTS TO ADR

Systematically upload documents to Freddie Mac’s reporting system, ADR
Save time and money by reducing manual work and reducing errors

ACCOUNTING/BILLING CHANGES

Decrease the time required to configure accounting features using new functional configurations
Accurately track fees and costs that are Non-Recoverable Pending Post Petition Fee Notice (PPFN)

EXTRACT DATA FOR REPORTING

Extract data from the system and export into an Excel workbook
Save frequently used queries to be run on demand
More cost effective than SSRS reports for ad hoc reporting

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RELEASE 22.1

4/18/2023

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TITLE EXCEPTION ENHANCEMENTS

Eliminate the need for your staff to “remember” the information required for each title exception type by using title exception type templates
Decrease manual editing of documents that require details about individual title exceptions

USER INTERFACE ENHANCEMENTS

Comply with CFPB Regulation F by tracking required information
Increase speed and accuracy when using the redesigned Casefile Setup and Process Setup Wizards
- Wizards now use a firm’s custom labels.
- Wizards now display process status and active processes are at the top of the list.

ACCOUNTING/BILLING CHANGES

Increase the flexibility of accounting integrations by configuring multiple checkbooks and selecting the correct checkbook based on rules
Set rules for when to review cost imports prior to adding costs to the budget to prevent costs from being added in error
Decrease the time required to find a specific bill by supporting searches by Billing Parties and Payment Status

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RELEASE 25.1

Release 24.2

Release 24.1.2

RELEASE 24.1.1

RELEASE 24.1

RELEASE 23.2.2

RELEASE 23.2

RELEASE 23.1.1

RELEASE 23.1

RELEASE 22.1

updates

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