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CaseMax Case Management System: Change Made Simple
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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
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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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