Credential All your Service Providers Fast and Easy with OurRecords!
Manage Compliance for Title Agents, Appraisers, Surveyors and more. Automate Compliance Management for all your service providers in one place.
Compliance for the Mortgage Industry
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Compliance Solution
Reach out to us to learn how our platform can tailor compliance
solutions to your needs, ensuring easy compliance and verification.
Automate Compliance
Efficiently address rigorous regulatory standards for your mortgage service providers. Manage compliance for Manage Title Agents, Appraisers, Surveyors, Notaries, and other mortgage industry professionals. OurRecords allows you to reduce risks and enhance efficiency effortlessly. Our technology simplifies compliance management, providing real-time insights and seamless tracking ensuring compliance.
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Easily On-Board Service Providers
Streamline your onboarding process with ease managing all compliance requirements. All participants are notified of their specific compliance requirements based on the services they provide. You can easily add any other documents or data required by your institution to ensure full compliance requirements are met.
Title / Settlement Agent Approval Program
Automate collection of all compliance records including W9, E&O, Title Licenses and your custom agreements, documents and policies.
Automate Staff Compliance Management
Monitor Compliance of Staff Prerequisite programs including integrated background checks, training, policy agreements, and other requirements.
Easily Graduate System Members across New Roles and Responsibilities
Designed to easily track requirements and assessment needs, OurRecords reduces labor-intensive manual processes and streamlines your workflow to ensure compliance throughout the credentialing life cycle.
Secure Document Sharing (SIFT)
Secure alternative to expensive and bulky encrypted email solutions. Secure Intelligent File Transfer (SIFT) allows sending and receiving of documents securely. 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. Gain valuable insights with real-time data at your fingertips. Set and meet your key Performance Indicators for client credentialing.
Custom Branding, Messaging, Forms and Documents
Customize data collection requirements with your branding, messaging, and communications.
Set and Forget Proactive Alerts
Let the system alert your clients and staff to pending compliance expirations or new requirements so you can stay compliant with all business and regulatory requirements.
Integration
OurRecords easily integrates with your existing IT solutions for “real-time” compliance reporting.
Leverage our eLearning Platform for Accessible On-going Training
Promote continuous learning opportunities to new or current employees through OurRecords intuitive and accessible eLearning platform.
Easily Accessible Mobile Learning
Easily Accessible Mobile Learning
Empower your staff to access your institution’s custom content for building skills and continuous education at any time through our online learning platform.
Test and Track eLearning Success
Test and Track eLearning Success
Competency based tests ensure staff understand the content. Analytics inform the institution of the success of the eLearning content.
Automate Certifications for Completed Sources
Automate Certifications for Completed Sources
OurRecords will track completion of required course work and provide certificates of completion after successful course completion.
Easily Accessible Mobile Learning
Easily Accessible Mobile Learning
Empower your staff to access your institution’s custom content for building skills and continuous education at any time through our online learning platform.
Test and Track eLearning Success
Test and Track eLearning Success
Competency based tests ensure staff understand the content. Analytics inform the institution of the success of the eLearning content.
Automate Certifications for Completed Sources
Automate Certifications for Completed Sources
OurRecords will track completion of required course work and provide certificates of completion after successful course completion.
