Settlement / Title Agent Management Portal
On-board New Settlement / Title Agents With a Click
Automate Compliance Management for Connected Agents.
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OurRecords provides Settlement Agent management portal for Underwriters. OurRecords serves nationwide customers with an enterprise wide solution. Managing 10 to 10,000 agents nationwide is a snap and can be completely customized for your needs.
Title Agent Approval & On-Boarding Program
Automate collection of all Agent compliance records including W9, E&O, Title Licenses, Best Practices Documentation and your custom agreements.
Agent Compliance Management Features
Agents can monitor Compliance of Staff and vendors including training, policy agreements, integrated background checks, and other requirements.
Secure Document Sharing (SIFT)
Agents can leverage OurRecords Secure Information File Transfers (SIFT) to allow sending and receiving of documents securely. Now Agents can be sure to be compliant and protect the consumers PII. Many subtle features make SIFT the easiest file sharing solution on the market. Don’t send it, “SIFT It”
Receive Automated Compliance Reports
Receive automated weekly compliance reports or generate compliance reports on demand. Quickly assess agent compliance status.
Set and Forget Proactive Alerts
Let the system alert your agents and staff to pending compliance expirations or new requirements so you can stay focused on your work AND stay compliant.
Securely Share Compliance Documents
Automate the secure distribution of required organizational compliance documents to your customers, auditors, agents and state regulators. Now keeping your agents documentation secure and up to date is simple.
OurRecords easily integrates with your existing IT solutions for “real-time” compliance reporting.
Easy as 1, 2, 3, …