Officers and Agents quickly issue new quotes to your customers
by using a easy to use, familiar, web interface customized to your business.
Officers are able to email or download PDF Quotes to your customers typically in under 10 minutes.
Making Amendments is a breeze by quickly searching for the previous quote and following the same process as a new quote.
Improved Accuracy in Quotes
All Quotes are calculated automatically behind the scenes, eliminating human calculation errors.
Products and Services are easily selected by your escrow officers reducing product-selection errors or incompatibilities.
Errors in Rate tables are easily found in our Administration area's visualization.
Long Term Archiving and Search Capability
All quotes are stored for one year after expiration to provide a method to prove RESPA compliance in the event of a discrepancy.
Your quote database can be downloaded and archived using your current data archiving systems to keep even longer histories of quotations.
Quotes are searchable by Quote ID, Property Address, Borrower's Name, and Escrow Officer making it easy to find quotes to amend, re-transmit, or produce for RESPA compliance.
EscroWizard produces simple high level reports online as well as provide a Microsoft Excel-compatible file to produce more specific reports and charts as needed by your company. Reports can be produced by user, by branch, or by underwriters making reporting convenient and powerful.
Administration is simple with EscroWizard's intuitive admin panel. Its easy to add title policies, endorsements, escrow policies, discounts, and escrow services to compliment or replace your current products.
Administering users is just as easy, enabling new employees to get started quickly and easily.
Maintenance is infrequent and involves downloading your quotes for additional archival and cleaning old quotes with the click of a button.