The objective of client portal is to provide instant visibility of current situation for the orders with our BPO business. The visibility will help in gaining confidence and result in increased business.
2. 2
Introduction
The objective of client portal is to provide instant visibility of current situation
for the orders with our BPO business. The visibility will help in gaining
confidence and result in increased business.
Below is a list of components for the portal.
Dashboards
Order Status
Filed data availability along with filed documents
Reports
Escalations, Communications
Recording Updates
3. 3
Dashboard
The dashboard shows different reports related to orders in graphical view like order status, order
volume, escalations etc. User can search for order by using search option available at top right
corner.
4. 4
Order Search
The order search screen provides the capabilityof searching orders. User can search the
order by providingdifferent filter criteria. Orders data appear with its basic properties.
User can view Order Detail by using link on Order Number.
5. 5
Order Information (Loan Info)
User can search for an order and can view its details.The information has been available
on different tabs. The basic information associatedwith Loan is availableon Loan
Information tab.
6. 6
Order Information (Document Info)
Document information can be viewed on Document Info tab for specific Order Number or
Loan Number. It lists all the documents which are associated with this order. User can use
the hyperlinkto view the images.
7. 7
Order Information (Issues Info)
All Issues associated with the order can be viewed on Issue Management tab. The details
can be viewed by clicked on View button.
8. 8
Order Information (Order Status)
Application showscurrent status of Tasks for Order. It also shows checks , shipping
information and for recorded orders, recording information is also displayedon the
screen.
9. 9
Escalation (Issue Management)
User can add, view or updatethe issues for Order(s) using Issue Managementsection.
User may click on Detailbutton, it will take user to issue detailscreen. On this screen,
user may respond or just close the issue by providinghis/her comments.
10. 10
Escalation (Issue Management)
User can add, view or updatethe issues for Order(s) using Issue Managementsection.
User may click on Detailbutton, it will take user to issue detailscreen. On this screen,
user may respond or just close the issue by providinghis/her comments.
11. 11
Communication (Comments)
User can add or view the Comments for specific Order using Comments screen. User can
also see the comments added againstan order.
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Issue Detail Report
This report shows the issues created in the application.User may view the detailof each
record by clicking on Order link
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Order Submitted to County Report
This report can be used to track the orders which are submittedto counties. User can
check its status, submitted date and tracking number etc.
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Inbound Order Report
This report shows the orders which are added in VisiRecordingapplicationfor processing.
This report also provides the filtersto narrow user search.
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Pending Order Report
This report can be used to track the orders which are submittedto counties. User can
check its status, submitted date and tracking number etc.
16. 16
Recorded Order Report
This report shows the number of orders which are successfully processed and recorded
with recording office. It shows the orders recording information and user may see more
detailsby following Order Number link.
17. 17
Rejected Order Report
This report shows the record of those orders which are rejected from county and not
submitted yet. The rejection reasons are listed on the last column. If rejection reasons are
long then a hyperlink will appearand user may view detailsin popup.
18. 18
Recording Updates
The Recording Updatesscreen shows the counties updatesregarding recording of
documents with effective dates. These updatesmay fee, tax or address update.
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Contact Us
For a personalized demo
contact us today.
VisionetSystems, Inc.
4 Cedarbrook Drive, Bldg. B,
Cranbury, NJ 08512
609-452-0700x 1143
sales@visionetsystems.com
For more information, please visit
Mortgage Recordings, Releases & Assignments.