GreenFolders for Title And Escrow

The ideal file production system for Title and Escrow

The GreenFolders for Title and Escrow template was designed for title people by title people. Every activity that a title office conducts on a paper file can be completed in GreenFolders—only faster and without getting out of a chair. From the initial creation of the file to the final clearing and policy production, GreenFolders can handle every task without ever producing a sheet of paper.

The Features You Need, Right Away

Here are some of the features that are specific to the GreenFolders Title and Escrow template:

  • Title chain sheet 
  • Easily connects with your Title and Escrow database to access production data in real time 
  • Pre-configured Title and Escrow document type lists 
  • Title and Escrow "order sheet" reference data fields and forms 
  • Title file separators (or "tabs") to organize file content 
  • Title order file status values to manage work flow and work load 
  • Industry-specific document annotation tool palette 
  • User groups, roles, and file access settings (such as title, escrow, accounting) typical of Title and Escrow offices

Here are some examples of how GreenFolders empowers a Title and Escrow office to work without paper:

Work Task …with a Paper File …with GreenFolders
Create a new file for a new order. Pull folder from box, create and affix label, add separators to organize documents, print and insert an order sheet. Start a file without paper, link to your order sheet data, assign file to Title Officer and Escrow officer at the same time—and never leave your desk.
Start a new file from an existing file. Pull the existing file/base from filing cabinet or storage facility, create a new file, copy all of the appurtenant information from the existing file. Begin working with the new file. Copy/Overlay an existing file/base and include all relevant documents, notes, and history with a simple keystroke.
Mark up a document. Use pens, highlighters, post-it notes and other tools to modify the original document. Annotate the document with annotation tools such as highlight, redact, insert photos, add sticky notes for comments. All edits are stored on separate layers by individual user. Add user defined or company defined Custom Annotation "stamps" on the document
Move a file from one individual within your company to the next. Get out of chair and physically carry the file to desk. Assign the file to the desired individual and it instantly appears in their list of assigned files.
Communicate changes to the file and tasks/assignments that need to be accomplished within said file. Make a call, send an email, or walk to the desk, physically move the paper file from one filing cabinet, desk or standup to the next. Notify users of file status, task assignments and completion automatically as the file moves through your work process.
Get notified when something is completed. Make a call, send an email or walk to the desk. Get automatic notifications via email (even when you are out of the office) on whatever events or status changes you wish to see.
Organize files. Organize paper files in filing cabinets, stacks or desktop file organizers. Create virtual file stands that automatically organize all your files by their status or other user defined "filter" criteria.
Manage a task list. Keep a notepad or use a spreadsheet. Task lists are dynamically created and updated as tasks are assigned and completed.
Manage work completion schedule. Run reports throughout the day to snapshot progress or manually verify work is being done on time. Set task timers to make sure that tasks are completed on time. If they are not, automatically have them re-assigned.
Organize work assignments. Move paper from desk to desk. Organize all of the files assigned to you or your team by status, due date, age or any other criteria you choose. Choose what columns to display and even export your lists to a spreadsheet.
Locate a physical file. Make a call, send an email, search a filing cabinet or walk to the desk. All files are instantly available with a simple search.
Determine the status of specific file. Make a call, send an email, search a filing cabinet or walk to the desk. Status is always current on the file.
Make notes. Create file notes on a sticky note or notes page in the file. Create unlimited notes on the file or document and have them searchable.
Send a document to a client. Fax or scan then email a document to a customer. Email a document either with or without annotations directly from the file folder. You can even send a single page instead of the entire document.
Get notified of task completion. Receive a call, or email or have someone come to your office to tell you. Receive alerts on task completions, even while away from the office—completely customized to the individual user as to what events to be notified about.
Find a document in a file. Sort through the documents until you find what you are looking for. Search the file attachments to locate the document by name or category.
Add an electronic document to a file. Print the document (or email or attachment, or search results or anything else to go into the file. Print , scan, or "drag & drop" directly into the file folder.
Add or change pages in a document. Print changed pages, find the document to update, extract the pages, insert the replacement pages. Print the pages into the folder then insert the electronic pages into their location in the document.
Separate or merge paper documents. Manually pull apart documents and reorganize the pages. Split, combine, merge documents with a few mouse clicks.
Deliver files to other offices. Either make copies or hire a runner to move the paper. Easily share file among distributed offices in real time.
Keep history on file and document activities. Keep a good note pad and then have everyone maintain their records—or don't keep history at all. Three levels of file history/auditing, company wide, user or file history logging—with all levels being searchable.
View all files in production and their status. Visually view all files in production and determine who has each file—requires walking around. See entire production pipeline and see every file by status, who it is assigned to and more. View real time status of your entire production operations.
Title Clearing & Funding for Multiple Offices. Provide a clearing and or funding clerk for each physical location due to the location of your physical file. Have access to any file within the system from any desktop, thereby allowing all clearing & funding to be centralized in a single office.
Secure a closed file. Move file to facility or area with restricted access. "Freeze" a page, document or entire file to make them read-only.
Store the file. Scan the file for long term storage or move the paper to a storage facility. Files are already in electronic format for easy storage - no scanning needed. Simply keep good backup records.  |  801-747-2132