TITLE & SETTLEMENT SOLUTION DESKTOP AND CLOUD … · TitleExpress includes functionality to...
Transcript of TITLE & SETTLEMENT SOLUTION DESKTOP AND CLOUD … · TitleExpress includes functionality to...
T I T L E & S E T T L E M E N T S O L U T I O N
DESKTOP AND CLOUD SOLUTIONS FOR TITLE PROFESSIONALS
I N F O R M A T I O N P A C K A G E
SMS TitleExpress Information Package
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Table of Contents
Why TitleExpress? .............................................................................................................................. 2
Solution Comparison Chart ............................................................................................................... 4
Solution Integrations .......................................................................................................................... 5
RealExpress .................................................................................................................................................................... 5
Additional Products ............................................................................................................................ 6
iOrderExpress ................................................................................................................................................................. 6
ScanExpress ................................................................................................................................................................... 6
ReportExpress ................................................................................................................................................................. 7
TitleExpress Services Overview ........................................................................................................ 8
Printed Products .............................................................................................................................................................. 8
Custom Check Design ..................................................................................................................................................... 8
Auto-clear Setup .............................................................................................................................................................. 8
Positive Pay Setup .......................................................................................................................................................... 8
Document Customization ................................................................................................................................................ 8
Training Services ................................................................................................................................ 9
Document Preparation System ........................................................................................................ 10
TitleExpress Cloud Solution ............................................................................................................ 12
SMS Customer Support .................................................................................................................... 14
About SMS and TitleExpress ........................................................................................................... 14
Getting Started .................................................................................................................................. 14
First American Professional Real Estate Services, Inc. (FAPRES) makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions. SMS is a division of FAPRES. SMS TitleExpress and TitleExpress are registered trademarks or trademarks of FAPRES.
©2017 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE:FAF
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Why TitleExpress?
Here are just a few ways SMS TitleExpress is different from other software and services providers:
• TitleExpress delivers ready-to-go, turnkey solutions that greatly reduce implementation time and provide you with
functionality, document preparation capability, and ease-of-use to do business quickly and effectively.
• You have the flexibility of choosing a locally installed solution or a Cloud Desktop subscription based on your
company needs.
• Our development and support teams are led by professionals with extensive title industry experience. We attribute the
success of our solutions and services to the depth, knowledge, and experience of our dedicated staff and our ability to
understand and act on the needs of our customers.
• TitleExpress is multi-underwriter compatible, providing maximum flexibility for independent title agents.
• TitleExpress assists with ALTA Best Practices #4 and #5, Our customizable workflow and event management help
you track title policies and recordings quickly and efficiently. From a robust rate and premium calculator to document
preparation, TitleExpress allows you to streamline your process and prepare policies and remittance reports with
speed and accuracy.
• The simplified System Management component offers ease of configuration, as your business needs change.
• Thousands of users in title and settlement firms across the country rely on TitleExpress software for their business
needs.
PRODUCT DETAILS
• One-time data entry for seamless workflow
• Comprehensive and easy-to-use interface
• Scalable to meet the needs of any number of users, affiliated companies, and jurisdictions
FEATURES AND BENEFITS TitleExpress fully integrates title and settlement processes. Information flows seamlessly through order entry; HUD-1,
Closing Disclosure, or Settlement Statement preparation; document preparation; check writing; escrow account
reconciliation; and management reporting.
TitleExpress offers the following four flexible solutions, which allow you to select only the features that you need:
• The Settlement Solution allows you to create, save, and print Closing Disclosure, HUD-1, or Settlement
Statements.
• The Production Solution offers title document preparation and title insurance premium rate calculations.
• The Professional Solution integrates the Settlement and Production solutions with escrow accounting,
reconciliation, and transfer tax calculations.
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• The Enterprise Solution includes the features of the Professional solution with additional scanning capability,
reporting functionality, and online transaction management.
SYSTEM REQUIREMENTS FOR LOCAL INSTALLATION Meeting the minimum system requirements assures optimal, trouble-free program operation and minimizes the user's
support needs. A stable environment is essential for all systems.
In order to assure optimal performance of your TitleExpress solution, please carefully review our minimum system
requirements.
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Solution Comparison Chart
TitleExpress Features Settlement Solution
Production Solution
Professional Solution
Enterprise Solution Cloud Solution
Order Entry
Workflow Management
Calendar
Title Insurance Rate Calculations
Transfer Tax Calculations
Closing Disclosure, HUD-1, Settlement Statements and Disbursements
Escrow Accounting and Reconciliation
Document Management
Outlook Email Integration
PDF Document Creator
Document Preparation
Management Reports
Policy Remittance Reports
Jacket and CPL Integrations with Most Underwriters
1099-S Reporting
Receivables
Complete Search Index Capability
Amortization Schedule
RealExpress™
ScanExpress™ Opt. Opt. Opt. Opt.
iOrderExpress™ Opt. Opt. Opt. Opt.
ReportExpress™ (Crystal Reports licensing required)
Opt. Opt. Opt. Opt.
Desktop Hosted in a SSAE 16 Certified Data Center
State and Underwriter Package Updates Included at No Additional Cost
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Solution Integrations
RealExpress™
RealExpress™ is an integrated platform that offers a quick and efficient way to order products and services from top
industry providers without ever leaving TitleExpress. This eliminates the need to re-enter data into a vendor services
website or duplicate efforts in a related software application. RealExpress is available at no cost to TitleExpress users with
a current Software Services Subscription.
To find out how you can automate your processes with integrations for shipping, underwriters, and other service
providers*, visit our website or speak with your Regional Sales Manager.
RealExpress network service partners
ClosingCorp® PropertyInfo®
Digital Closing Docs™ QuickBooks™ (for receivables)
FasTrax™ Title Clearing RedVision
FASTWeb™ RynohLive®
FedEx® Signature Information Solutions
First American Title SureClose®
Insurance Company™ TitleDesk™
GreenFolders® TitleWave®
Investors Title Insurance Company TitleWrite
Kasparnet TrustLink™
North American Title Insurance Company UPS®
Old Republic Title Insurance Group Westcor Land Title Insurance Company
PayoffAssist.com® Western Technologies Group, LLC
*List subject to change.
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Additional Products
In addition to a full title and closing platform, SMS TitleExpress offers you the added convenience of sharing and organizing your data with the following additional products.
iOrderExpress™
A web-based transaction management system that improves your customer service while enhancing the efficiency of your
business, iOrderExpress gives your customers real-time, 24/7 access to enter new orders, and the ability to
upload/download documents, and check the status of their files using a link from your website or a simple web address.
As you enter and update TitleExpress order information, it is immediately available to the customer or other parties
assigned to the order.
You control access to this functionality is designed to eliminate the need for separate uploading functions or entry into a
third-party transaction management website. Customize iOrderExpress with your company name, logo, and welcome
message. Further tailor your iOrderExpress website with features, such as custom fields and color.
FEATURES AND BENEFITS
• New orders placed online are automatically created in your TitleExpress solution
• Online access to view and print title and settlement documents
• 24/7 online order status tracking
• Customizable permissions allow you to control file access on a per-file basis
ScanExpress™
A document imaging system that seamlessly integrates and indexes scanned documents with TitleExpress orders. Fully
integrated with TitleExpress, ScanExpress provides the functionality to scan, store, and access documents associated
with each TitleExpress order.
The electronic management of documents offers enormous efficiency gains to the paper-saturated title office. In addition
to significantly reducing the time it takes an employee to find a file, document imaging greatly reduces or even eliminates
the costs associated with file storage and retrieval. In addition, valuable back-title information is readily accessible.
FEATURES AND BENEFITS
• Images are linked directly to TitleExpress orders
• Images are retrieved using any of the order-indexed fields, no need to re-enter index information
• Images are accessed directly within TitleExpress for easy viewing on your workstation
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TECHNICAL REQUIREMENTS ScanExpress requires a TWAIN-compatible scanner with a scanning interface and adequate hard-drive space to store
scanned images.
To use ScanExpress in a Terminal Services or similar environment, you must purchase a third-party utility to enable direct
scanning from your local workstation to the terminal server. RemoteScan for Terminal Services is a recommended utility.
ReportExpress™
Create custom reports from your TitleExpress database that help you track, understand, and manage your business with
optimal efficiency. ReportExpress is a report generating solution that integrates with TitleExpress. Included with
ReportExpress is a set of standard reports that forecast trends, analyze workflow, and provide statistical data. It requires
the installation of Crystal Reports* version 10.5 or later.
ReportExpress helps you improve operational efficiency, align your company strategy with day-to-day execution, and
strengthen profitable relationships with customers.
* SMS does not sell Crystal Reports licensing. You must purchase separately from another vendor.
FEATURES AND BENEFITS
• Create reports proprietary to your workflow and data management
• Get a complete picture of your pipeline and other important aspects of your business
• View public and private reports directly in TitleExpress
REPORT BUILDING TRAINING SERVICES Maximize your investment in ReportExpress with customized training—onsite or online—from TitleExpress professionals.
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TitleExpress Services Overview
Customize TitleExpress for how you do business. We offer an array of professional services to enhance the performance of your TitleExpress software and help you keep up with increasing demands for security and data analysis.
PRINTED PRODUCTS TitleExpress compatible checks, deposit slips, and window envelopes are available directly from TitleExpress.
CUSTOM CHECK DESIGN Customize your TitleExpress check formats to accommodate MICR-encoded printing, including the addition of logos and
signatures. If you purchase check safety paper stock from another vendor, our default SMS TitleExpress check format is
also customizable.
AUTO-CLEAR SETUP TitleExpress includes functionality to automatically clear checks and deposits. Auto-clear saves valuable time by detecting
discrepancies between bank transaction and escrow accounting transactions while automatically matching and tagging
transactions. Formats for most banks are available.
POSITIVE PAY SETUP TitleExpress helps you avoid check fraud and helps keep your bank accounts secure by offering a positive pay utility for
daily submission to your bank. TitleExpress check data is prepared in a format that is compatible to your bank’s
specifications to allow for an automated upload. For more information on supported banks and related costs, please
contact your Regional Sales Manager.
DOCUMENT CUSTOMIZATION If you choose to add to our extensive standard forms libraries, we can help! Our Document Preparation Systems
department provides an array of options for attractive and time saving merge documents built to meet your needs.
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Training Services
Onsite or online – the choice is yours. Performed by title industry experts, TitleExpress training is the best way to maximize your software investment. Our team of training consultants average 30 years of experience!
Whether you are a new user, or already know the basics, we offer training that is right for you. Each TitleExpress
instructor is an experienced title industry professional with expert knowledge of the latest software features and updates.
ONLINE TRAINING As a supplement to our comprehensive classes, our professional instructors provide systematic instruction on specific
features or functions of TitleExpress. These sessions offer live, interactive instruction with the convenience of learning
from your office.
ONSITE TRAINING If you prefer, our instructors can also fully address specific requirements and implement customizations—to a captive
audience!—in your office environment.
WEBINARS AND VIDEO TUTORIALS We offer a variety of both webinars and video tutorials, which are available on the Video Library page of our website.
These videos offer quick how-to demonstrations for working in TitleExpress, using RealExpress integrations, as well as
tips for maintaining an office compliant with ALTA Best Practices.
SCHEDULING TRAINING To schedule training, please contact the Training Department at 714-250-7096 or email us at [email protected].
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Document Preparation System
Automatically merge order information into customizable Master Forms with the TitleExpress Document Preparation System.
• Merge Sets speed the process of creating documents by allowing you to create document sets that merge
multiple documents at once
• DPS Signature customizations allow you to automatically insert signatures into documents
• Your documents are easily converted to PDF and sent as email attachments
• Add your company logo, customized text and create and refine your custom documents to complement your
standard forms library
STANDARD FORM PACKAGES TitleExpress offers the following three standard forms packages. You may also purchase Master forms individually. For a
complete list of forms, please contact your Regional Sales Manager.
Package Type Description Unit Of Measure Price
General This package consists of a large selection of Master
Forms that are typically applicable to any jurisdiction. Per Package $300.00
State Includes Master Forms and transfer and recording
calculations for the state. Per State $295.00
Underwriter
Includes Commitment, Owner and Lender Policies,
Affidavits, Endorsements, Clauses (if available), and
premium calculations.
Per Underwriter,
Per State $395.00
DOCUMENT CUSTOMIZATION SERVICES TitleExpress provides Document Customization Services for customers who want assistance with modifying their own
forms, or with adding new Master Forms and clauses to their library. Our document automation specialists are experts in
the title and settlement industry. They bring a wide-range of experience and expertise to every assignment. We prepare a
Statement of Work for each request to assure that all specifications are met.
Following are commonly requested services:
• Embedding signatures into Master Forms
• Creating one Master Form for multiple underwriters in multiple states
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ABOUT THE TITLEEXPRESS DOCUMENT MANAGER The TitleExpress Document Manager feature offers a simple way to save and access all documents electronically in your
file. Drag and Drop any document, PDF documents one or multiple documents, Microsoft Word documents, and more with
the click of the mouse. Use Document Manager to attach files to emails easily for efficient communication with all parties.
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TitleExpress Cloud Solution
With all of the features and benefits of TitleExpress, our TitleExpress Cloud Solution® provides secure, reliable access to your TitleExpress software and data from anywhere you have an Internet connection. It gives you all the functionality of area network technologies without the purchase and ongoing maintenance costs of maintaining your network locally.
A TitleExpress Cloud subscription provides you with updates to the TitleExpress program, documents, and title insurance
premium rate calculations. There are no additional updates to purchase and no appointments to schedule—we have you
covered!
With our TitleExpress Cloud Solution, your desktop is secure in a SSAE 16 certified data center with rigid infrastructure
controls. This solution allows you to focus on your customers’ needs faster and better while providing a more streamlined
delivery of products and services.
COST SAVINGS Replace network-related uncertainty and capital investment with a fixed monthly fee. TitleExpress Cloud provides you with
benefits ranging from reduced downtime to controlled IT overhead costs.
SCALABILITY Quickly increase your computing capacity using TitleExpress Cloud. Additional employees and offices are up and running
without adding additional servers, increased data storage capacity, or a complex wide-area network set up.
DATA PROTECTION Stop worrying about losing data when in-house backups do not run properly. Our secure data centers and backup
procedures use industry-standard best practices.
SECURITY Relax knowing your company information and data is secure. Firewalls and managed site access protect against
intruders, viruses, spyware, and ransomware attacks.
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DESKTOP APPLICATIONS The TitleExpress Cloud desktop is integral in providing access to the following subscriptions:
• TitleExpress suite of software solutions
• Microsoft Office (Standard)
• Adobe® Reader
• Integrated/licensed applications*
• Internet Explorer
*Must have valid license where applicable. Speak with your Regional Sales Manager for more information on system
requirements for the TitleExpress Cloud Solution.
View System Requirements for optimal performance of your TitleExpress Cloud Solution.
PRINTERS Printers must be Microsoft-supported in a terminal server environment. While most printers are supported, it is best to
confirm with SMS before purchasing a new printer to verify that it will work.
SCANNERS Scanners must be TWAIN-compatible and require a third-party utility to allow direct scanning from your local workstation
to TitleExpress Cloud. If the third-party utility is not certified, it must go through a certification process RemoteScan for
Terminal Services is a recommended utility.
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SMS Customer Support
Our Support Analysts are ready to address your software service requests. Your Software Services Subscription includes
technical support during regular support hours—unlimited calls, program updates and maintenance releases, annually
updated IRS 1099-S reporting modules, and frequently updated Help Files and User Guides. The standard subscription
covers a 12-month period.
CUSTOMER SUPPORT HOURS OF OPERATION You can reach a Support Representative by chat, phone, or email 8:00 a.m. – 8:30 p.m. ET.
Customer Support Phone 800-767-7831
Customer Support Email [email protected]
About SMS and TitleExpress
From title and closing production systems to trust accounting, SMS delivers solutions that span the entire real estate
closing process—seamlessly integrating front office tasks with back office processes to make your life easier and your
business stronger.
We understand that the title and settlement arena is always in motion, and the regulatory environment is constantly
changing. That is why we offer more best practice solutions than any other provider. Nothing is more important to title and
settlement professionals than having someone on their side—an expert team with extensive experience, the strength to
help, and targeted products and services to help them make the most from each and every transaction with SMS.
Getting Started
To request a quote, please call 714-250-7100 or email us at [email protected]. After asking a few brief
questions, we will propose a solution to meet your needs. We hope to welcome you soon as a new
TitleExpress customer!