Unified CRM built for escrow operations
Customer Relationship Management (CRM) purpose-built using Salesforce, the world's most popular enterprise CRM infrastructure, to handle the complexities of delivering contract management and escrow services. From onboarding and transaction oversight to customer servicing and regulatory compliance, we ensure a seamless experience for operations staff and customers.
Complete lifecycle oversight
Keep customer accounts up to date with automated verification, maintenance, and deactivation workflows tailored for funds escrow and contract payouts.
Onboarding & verification
Account maintenance
Deactivation & compliance
Integrated support center
Deliver outstanding customer experiences with case management, telephony integration, and self-service options.
Integrated case management
Secure telephony services
Real-time transaction assistance
Scalable and secure operations
An advanced admin portal for front-line staff and supervisors to efficiently manage everyday operations.
Granular user permissions
Control access for teams, partners, and auditors.
Live dashboards & reports
Monitor transactions, compliance status, and customer interactions.
Seamless partner integrations
Fully integrated with industry leading solutions for electronic payment routing, physical check processing, risk monitoring, compliance enforcement, business analytics, and data management.
Self-service capabilities
Give your customers secure, on-demand access to their accounts via a fully-managed portal.
