SUPPORT BUSINESS PURPOSE LOANS Track multiple properties in multiple jurisdictions in a single casefile Order title products for multiple properties via transaction Order title products for a single property via automated email Merge documents that include information from multiple properties UPDATE ALL ACTIVE JOBS WHEN MAPS CHANGE Select the process map that was updated Update all existing active and suspended jobs with the click of a button Activities display the updated na

MISCELLANEOUS CHANGES Allow SharePoint sites to be used for Directory Monitors Add simple or complex business rules for when Schedule Events apply Use conditional scripts to delay ‘x’ days or until a Schedule Event has been completed

CUSTOMIZE ACTIONS FOR EACH DOCUMENT TRACKING TYPE Configure rules for when each action should apply, i.e. Obtain Document, Send Document for Execution, Record Document, File Document, etc. For example, record the document in Jurisdiction A and file the document in Jurisdiction B or generate the document for Client A and obtain the document from Client B See only the applicable fields for each scenario to prevent confusion REDUCE TIME UPDATING DOCUMENTS Reduce time spent manua

PROVIDE ACTIVITY TIPS FOR STAFF Configure Activity Tips based on Client, Loan Type, Investor, Judge, Jurisdiction, BK Chapter, Etc. View the applicable Activity Tips when completing an activity Systematically merge and index a document with the Activity Tips at the time the activity was completed REVIEW NOTES AND MANAGE ALERTS MORE EFFICIENTLY Drag and drop emails onto the Notes and History page to prevent copy/paste errors Systematically send Notes via email from the Notes

MERGE MORE INFORMATION INTO EDITABLE PDFs Stop recreating PDF documents in Word format Add multiple merge fields and text to a single form field Use multiple data sources to generate multiple copies of a document DOCUMENT TRACKING ENHANCEMENTS Merge the attorney’s signature on a document after the document passes review Verify required fields were populated prior to moving to the next activity Track the execution of documents by the client, defendant, and law firm ENHAN

WORK COLLECTION REFERRALS MORE EFFECTIVELY Work referrals for Replevin and Sister Judgment in CaseMax Provide activities for a specific hearing Display the appropriate hat type in CSW based on property type Load collection referrals from outsourcers in bulk BANKRUPTCY ENHANCEMENTS New POC Type for Supplemental Customize workflow based on whether BK is dismissed/discharged MISCELLANEOUS CHANGES Access HelpIQ from link within CaseMax Drag and drop images to the relevant Pool Pa