Secure Insight Solution Summary & Pricing Guidance

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

Manage user access credentials and permissions

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)


Continual updates to technology and service.
Recent additions include:

  • The FIRST to verify closing agent eClosing credentials
  • Profile identification of eNotaries and remote online notaries
  • Integration with CoreLogic LoanSafe product
  • Integration with the Altisource/Vendorly vendor management platform
  • Integration with DocMagic's Remote Online Notary platform and Online eClosing Training School