CaseAware

CaseAware is a case management software designed to streamline and automate workflows for businesses in the mortgage, real estate, and legal industries. It is suitable for companies of all sizes, from small law firms to large mortgage servicers and title settlement companies. According to the vendor, professionals and industries such as mortgage servicers, title settlement companies, law firms, real estate agencies, and default servicing companies can benefit from the features and functionalities of CaseAware.

Key Features

Case Management: CaseAware offers a highly configurable case management system with customizable workflows, case types, steps, values, and flex fields. Users can efficiently track case progress, assign tasks, and generate document templates within the platform.

Workflow Management: Users can create and manage customized workflows tailored to specific case types and steps. The software can automate tasks, notifications, and document generation based on predefined conditions.

Integration Platform: CaseAware seamlessly integrates with industry partners and platforms to exchange data and documents. It enables real-time communication and collaboration between lenders, servicers, and vendor networks.

Fees and Costs Forecasting: The software provides built-in functionality for accurate fees and costs forecasting. Users can customize fee structures based on specific case types and generate comprehensive reports.

Document Management: CaseAware offers a robust document management feature with document templates and version control. It ensures document integrity and compliance with regulatory requirements.

Reporting and Analytics: The software provides advanced reporting and analytics capabilities to track KPIs and monitor productivity. Users can access real-time dashboards and visualizations for a clear overview of case statuses and workload distribution.

Mobile Access: According to the vendor, CaseAware Mobile allows users to securely access critical case information anytime, anywhere. Users can view case histories, add notes, and upload documents from their mobile devices.

Compliance Management: Users can configure compliance rules and automate compliance checks within CaseAware. The software enables the generation of compliance reports and audit trails for transparency and accountability.

Vendor Management: CaseAware allows users to manage and track vendor performance and relationships. It facilitates seamless collaboration and communication with vendor networks.