Secure, real-time access to a web-based database of 70,000+ closing agents and administrative tools:
- Search agents by name, company, affiliation code, or registration number
- Run a CASE™ Report on any of the 70,000+ closing agents within seconds
- Access an archive of past CASE™ Report runs
- Send closing agent notifications using email templates
- Review risk reason code definitions (120 risk reason codes)
- Output CASE™ Report as a single page PDF to be added directly into a loan file
Initiate email request for Secure Insight database registration to any closing agents not currently in the database along with a “free subscription” certificate to ensure participation:
- Secure Insight works directly with closing agents to facilitate the collection of information
- For convenience and conflict of interest reasons, our bank/lending clients are not required to gather any data or information from closing agents
Pricing is based on a subscription basis with unlimited access or per transaction pricing, which ranges between $5.00 to $7.00 per data pull depending upon loan volume:
Transaction pricing is determined through a brief review with a client service representative
Users may run up to five CASE™ Reports per closing agent transaction to ensure the most up-to-date information
Integration with Ellie Mae Encompass is available through customized API or delivered through third party product integrations with industry technology firms (integration require separate contracts and fees)
