Presentation on theme: "REO AssetTracker REO Assistant Broker Role v1.0 MaximLogic LLC."— Presentation transcript:
REO AssetTracker REO Assistant Broker Role v1.0 MaximLogic LLC
Activities & Responsibilities The application is uniquely designed for use by multiple users working in REO office. System allows efficiently perform following REO assistants’ activities and responsibilities: Timely REO task completion and timeline management Property document management Property REO-status update Communication with vendor and utility companies Pending transaction activities: communication with buyer’s agents, loan officers, and Title companies REO billing and invoice management
Task Management ‘My Today Tasks’ screen Tasks are displayed by priority (due date) Tasks are property-status dependant Completed tasks are removed from screen within 24 hours System allows agent to add comments, reassign, or cancel task
Document Management All documents are sorted by property, title, and date they were entered to the system.
REO-Status Update Tasks and Task Templates are REO-status related. Change in Property status automatically initiates new pre-defined set of Tasks and responsibilities.
Vendor Communication Vendor and utility company contact information is uniquely integrated into property profile. REO assistant can easily access vendor website, send email, or process invoices.
Pending Transaction Activities Property ‘Sale Details’ section gives REO assistant simple and centralized access to buyer, buyer’s agent, loan officer, and title company information.
REO Related Billing Application makes REO invoice and bill management extremely convenient for REO assistant. All billing related information: copies of invoices, reimbursement checks, supporting photos, property utilities status etc. can be found in property billing profile.