CASEMAX KEEPS YOU MOVING.

The CaseMax Case Management System helps mortgage servicing and collections law firms and departments get more done with less. Streamline your processes and mitigate your risk while keeping your firm agile and perfectly poised for the next step.

With CaseMax, it's all about movement. Our rapid implementation, in-depth gap analysis or hybrid approach help you move into your perfect fit quicker and easier. Our intelligent workflows, automation, tracking, and reporting features help you move your productivity up. From implementation to daily operations to regular software enhancements, CaseMax helps you move your expenses down and the overall health of your firm up.

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Superhighway for Integrations

Our integrations allow users to securely move data and documents without ever leaving the CaseMax System.  CaseMax offers the opportunity to implement over 40 integrations with integral partners such as LoanSphere, ADR, DMRS, USPS and NPL Manager, streamlining time-consuming processes and reducing costs.

Supercharged Workflow

CaseMax has a supercharged workflow engine that utilizes Business Process Management (BPM): the gold standard in complex role and task assignment systems. Our workflow allows you to respond to change without costly development projects. Editable workflow process maps and customizable rules allow for modifications when you need them. 

Super(human) Support

Our unmatched product support program includes regular upgrades/enhancements as determined by an active user group, in addition to emergency updates based on new requirements. And let's not forget about our comprehensive customer support program available by phone, email or job ticket, with access to an extensive Google-like search Help IQ.

EXPLORE CASEMAX

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Already a CaseMax user? Join our user group, Case Maxters: Mastering your Case Management. Share best practices and help determine enhancements and upgrades.

Register for upcoming webinars covering the expanding functionality of CaseMax. Dive into major updates, new integrations, and recent updates.  

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how we work.

ON-SITE EVALUATION

​We work with you to discover all areas that require integrating for CaseMax to work properly. From your IT infrastructure to your staffing level, we will create a detail plan of action to get started.

CUSTOM DEVELOPMENT

CaseMax is great software out-of-the-box. But no software of this complexity will achieve it’s best potential immediately as every company is different. We will make every necessary customization to suit the unique needs of your firm and clientele.

​FULL-SERVICE INSTALLATION

We know CaseMax inside and out – we built it! Getting CaseMax operating smoothly on your internal technology is part of the deal. We’ll make it work…it’s that simple.

TRAINING AND SUPPORT

CaseMax is both powerful and empowering to your user group. Training your staff on all the details is critical to getting the ROI from this infrastructure investment. And we won’t disappear after a week or two – we will back you up as long as you use CaseMax.

choose your path

"Change Made Simple" is not just our tagline, it's how we approach everything we do and it starts with our implementation process. Depending on your needs, we offer several implementation paths: Rapid, In-Depth or Hybrid.

​The Rapid process will have you up and running on CaseMax in less than 90 days. The In-Depth path begins with a comprehensive gap analysis of your current system and processes, and while more time-intensive, our proven methods and vast experience make the In-Depth option just as easy, and fun, as the Rapid one. The Hybrid approach is a true combination of the two, customized to your specific needs for each step of the process. 

MORE REASONS TO CHOOSE CASEMAX