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Average Ratings 0 Ratings
Description
Q-assign is an integrated solution within Salesforce that automates the assignment of leads and cases, streamlining the workflow for sales and service teams. This tool allows businesses to direct records—such as leads, cases, accounts, and custom objects—utilizing customizable rules based on various factors, including territory, skills, priority, or availability. With support for different distribution methods such as round robin, load balancing, and rule-based assignment, Q-assign ensures that work is allocated in a fair and efficient manner. Operating in real time, it instantly assigns records as they are created or modified, thereby minimizing response times and preventing potential leads from becoming stale. Furthermore, Q-assign offers features for tracking assignment efficiency, managing queues, and balancing workloads effectively when team members are unavailable, ultimately enhancing overall productivity and responsiveness. Additionally, this solution empowers organizations to adapt their assignment strategies based on evolving business needs and team dynamics.
Description
Rekon's premier software solution efficiently handles lien releases and assignments while seamlessly integrating the specific requirements of over 3,600 recording offices, which greatly minimizes the risk of recording mistakes and associated penalties. By continuously storing and updating all recording criteria, Rekon maintains regular communication with local recording offices, ensuring that any modifications are swiftly integrated into the software. The platform automates several tasks, such as data entry, calculating recording fees, and generating checks for payments, making the entire process more efficient. Additionally, workflows are systematically assigned, and the time spent on each work queue is meticulously tracked, allowing servicers to evaluate and enhance employee productivity. Given the extensive range of recording requirements, attempting to manually process lien releases and assignments can lead to significant errors, causing expensive delays. Rekon’s sophisticated technological solution not only streamlines the entire operation but also empowers servicers to maintain complete oversight of their documentation. With this level of innovation, servicers can focus more on their core responsibilities while trusting that their recording processes are in capable hands.
API Access
Has API
API Access
Has API
Integrations
Ortoo
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ortoo
Founded
2010
Country
United Kingdom
Website
ortooapps.com/q-assign/
Vendor Details
Company Name
Rekon Technologies
Founded
1994
Country
United States
Website
www.rekon.com/rekon
Product Features
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages