ProClose Classic: a Client Server application to create customized loan closing documents. Installed in-house, in your control.

ProClose Classic puts you 100% in control of your closing documents. We customize and install the mortgage document software on your server. With ProClose Classic, you will have the ability to:

• customize your doc prep system for your specific needs
  
  
• close in a variety of names
  
  
• create your own programs
  
  
• be in control of your mortgage document preparation software
  
  
• access the full document library onsite and include numerous document options

ProClose Classic is a proven software solution that everyone loves:

• Closers find it VERY flexible and easy to use
  
  
• IT staff likes how low maintenance it is and the security of having it inside their firewall
  
  
• Compliance officers feel confident in its proven record of safety and accuracy
  
  
• Accounting likes it for the clear monthly reporting, subdivided by Net Branch, if you'd like
  
  
• Management likes it for reporting, cost, low maintenance, safety; and because when OPS is running smoothly and closers are happy, everyone's happy!

You can customize... (and we do if FOR you!)

• Customize anything (programs, special questions, custom forms, stacking order)
  
  
• Create special custom documents, such as surveys, branded docs, goodbye letters, checks
  
  
• Create custom scripts to remind your closers of internal housekeeping rules
  
  
• Default any repetitive information - custom default files
  
  
• Plus, the full document library is RIGHT THERE, all the time
  
  
• MERS security instruments and assignments included;

No more work arounds...

• Close in any number of LENDER NAMES
  
  
• Select Lender ID or Alternate Lender ID (accommodates Investor) to print on notes
  
  
• Accommodates up to 6 borrowers, and NON Borrowers!;
  
  
• Show calendar for any date field
  
  
• Automatically calculates escrow payment dates, first payment, due dates and cushion
  
  
• Easily handles ODD DUE DATES for escrows
  
  
• Handles lengthy TRUST and POA names on required signature lines

For a smooth settlement:

• Loan Closing Preview - view TIL, Amort Sched, Buydown, Insurance info at a glance
  
  
• Dynamic HUD handles limitless fees - Watermark "SAMPLE" or "preliminary HUD" and send preview to atty
  
  
• Settlement Instructions - type in special notes, import closing conditions, attach text stored on computer
  
  
• Special Disbursement Page - this is a favorite!
  
  
• Attach 3rd party documents to final package, like 1003 from Point, or Driver's License
  
  
• e-Deliver, of course

and when it comes to printing options

• Modify Stacking order- add/remove forms
  
  
• Create sub formsets for miniature packages used in POST CLOSING (Goodbye Hazard, etc)
  
  
• Add duplicate documents
  
  
• Print a blank document
  
  
• Duplex printing (ideal for TAX forms)
  
  
• Special Print options such as "Print Loan ID on Notes," "Print Notary Date," Print MERS MIN number, Print the word "SAMPLE" on preliminary HUD
  
  
• Print all/selected forms
  
  
• Search capability by both form description and form ID

After all is said and done, Post Closing likes it too!:

• Custom Reports - if it's a field in ProClose, you can report on it
  
  
• ProMerge feature captures all MERS loans for one-click batch upload
  
  
• Automatically captures MERS ready data for one-click batch upload
  
  
• MERS "missing data" audit for goof-proofing
  
  
• MERS dashboard helps you see your status at a glance
  
  
• MERS reports are saved in your system
  
  
• Export your data to your Warehouse Bank
  
  
• Create sub form packs for custom goodbye letters, post closing surveys, future marketing
  
  
• If it's a field in Classic, you can report on it.

Technical Staff approves:

• Client-Server
  
  
• Automatic Updates
  
  
• Site License - Unlimited Users
  
  
• MISMO
  
  
• Interfaces to most major LOS, such as Calyx POINT, Ellie Mae (Bankers, too!), DataTrac, ProLender, MortgageFlex (LoanQuest), etc
  
  
• Special MERGE feature to "append" loan data upon REimport
  
  
• Direct connect to MERS for automatic registration through enabled VPN
  
  
• Client (75 MB), Server 100 MB; Form Library (150MB)
  
  
• e-Delivery: password protected; 128 bit encryption; SAS-70 server; av file size 1.5 MB

Compliance gives the nod:

• Custom Alerts, Reminders and Missing Data Warnings
  
  
• All documents are guaranteed to exactly replicate industry standard
  
  
• Full Investor library of current programs and documents
  
  
• Guaranteed calculation compliance
  
  
• Upload your loan for examination by MBS compliance experts
  
  
• Compliance Ease direct connect with on screen reporting

LOOK for the CE symbol in your ProClose system!