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StreamLine is the next generation, closing and title production system that's revolutionizing the industry! StreamLine has all the features you've grown accustomed to for preparing your closing and title documents, processing your HUD statements, creating and balancing disbursements and managing your trust accounts. What makes this system so amazing is that it has so much more!

Teach StreamLine Your Workflow and Save Time!
Your time is valuable! Simply teach StreamLine your workflow and the input screens, documents and To Do lists will mirror the way you process your transactions. StreamLine reduces data entry time by eliminating unnecessary input screens. StreamLine will automatically create the documents necessary to complete your transaction and, because StreamLine is so efficient, it will create and monitor your tasks and deadlines. It's like having an extra assistant!

StreamLine Your E-mail
E-mailing documents from StreamLine is fully integrated with Outlook or any MAPI compliant e-mail application. Any document can be e-mailed individually or held in a batch for e-mail later. StreamLine's integration allows users to use their global e-mail address book or the e-mail addresses stored within StreamLine.

Track Date Downs and Recordings
With the Date Down module users can generate a list of documents to be recorded. The system will generate recording slips and track pending and overdue recordings to completion.

Track Historical Documents
Document processing is powered by Microsoft Word (97, 2000 or XP) and contains advanced features to quickly create professional looking documents. Any data entry field can be embedded in the document and frequently used tools are available in the WordTool toolbar to allow users to quickly create new master documents or documents on the fly. Unlimited documents can be created and stored with the ability to save prior revisions for an accurate history of any document.

StreamLine is Scalable
StreamLine is scalable for single office, multi-office or multi-state configurations including thin-client technology.

  • Transaction-based workflow processing
  • Sophisticated calendar system with multiple views and reports
  • Automatic To Do lists created with each file
  • Keep track of closing schedules and appointments with the integrated calendar
  • Integrated file tracking and transfer to display a file's location or the number of files transferred into a department for processing
  • StreamLine automatically creates the documents required for each file
  • Integrates with Microsoft Word for professional looking documents
  • Historical revisions on any document
  • 12-Way Index for locating files
  • Self-balancing disbursements
  • Real-time trust accounting
  • StreamLine's integrated e-mail automatically converts documents to secure .pdf files
  • Batch e-mail your documents
  • Access e-mail addresses from your global address book or StreamLine's address book
  • Supports multiple underwriters and rate schedules
  • Tracks policy inventory with electronic underwriter remittance
  • Auto-fill invoicing with Accounts Receivable
  • Reconveyance Tracking
  • Date Down and Recording Tracking
  • One-of-a-kind Runner System for tracking pickups and deliveries
  • 1099 reporting to the IRS with annual updates based on IRS regulation changes
  • Integrated management reports
  • Open database structure (ODBC compliant)
  • Scalable for single office, multi-office or multi-state configurations
  • Internet-based application with access anywhere, anytime

  • Share data with ClosingTracker.com and provide your customers with real-time access to place and track their files, view documents and communicate with you via the Internet.
  • Take advantage of the bar code documents available in StreamLine to use with Image-Pro document imaging. Simply print your bar code document for each file and use it to quickly index your closed files for online retrieval.
  • Share invoice data with your general accounting system to manage your accounts receivable and eliminate data entry errors.
  • Protect your trust accounts by sharing your daily check information with your bank for Positive Pay verification
  • Eliminate the staffing requirements associated with managing your trust accounts with First American SMS' Trust Link Trust Accounting Services for daily banking and/or month-end reconciliation
  • Electronically transfer your 1099 information to First American SMS and we'll take it from there! Our services include mailing 1099-S forms to the seller, 15-point verification of your data, monthly reports and filing your tax information with the IRS based on current regulations.
  • StreamLine's open database makes it easy to share information with other systems (title plant, general accounting systems, etc.)

 

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