Redundancy and Inefficiency in Structure

Hi Jessey,

I typically don’t drill down into our platforms at this level but have been responsible for architecting, our infrastructure, so I have a good handle on technology and particularly databases.  I was, frankly, very disappointed when I discovered the way the platform operated, the added redundancy for our use.

In sum, there are a few features that could streamline the process significantly for staff and TC’s.

• Do to the complexity of transactions in California, there are
• Multiple property types
• Multiple added document requirements
• Various local and regional disclosures.
• The way the platform is currently configured we have the following choices
• The checklists are either global and simple – requiring manual entry of many additional document requirements

or

• Specific and Complex – including many unnecessary and irrelevant documents

This issue would be greatly improved if there was the ability to add bundles of document requirements to a few basic property type checklists.  These could include items like:

• HOA Documents
• Trust Documents
• New Construction
• Notice of Default properties
• Contingency Sale
• Probate
• Floating Home
• Manufactured Home

Task Management and Notifications

• It would be important to have a task feature and/or Dashboard for staff so that certain items could be triggered for review by certain staff.  For example our Managers may only review the Contract Documents, and a File Compliance Manager may review the rest. 
• Instead of the email notification by listing – it would be important to show a full list of items to review in one email or on the Dashboard.
• When reviewing documents – rather than show the list of transactions – the actual documents would could just appear to review signatures.

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