Our Services
above & beyond
We’re With You At Every Step
From technology to people, from relationships to reports, from customer to vendor, we’ve got your back.
What Can We Do To Help Your Business Grow?
We know that every part of your company is linked together. The customers drive new vendor relationships, which drives new software implementations, which drives new training, which gets you more customers. Streamline is here to work with you through the process. We can see your bigger picture.
Let’s get started…
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1. Select Your Software
We offer the following services to help you select the correct software for your organization:
- System Analysis – a comprehensive review of your current configuration and setup
- Site Analysis – an onsite review of departments and organizational workflow
2. Implement Your Software
After selecting your software, we offer the following implementation services:
- Initial software configuration
- Reconfiguring current software
- Policy and Procedure setup and refinement / Organizational Workflow
- New office setup
- System Migration / Data Conversion
- Base/Master File setup
- Document creation and conversion
- Customized reporting
- Commitment and Policy optional clauses setup (Liens/Requirements/Exceptions/Mortgagee/Vesting)
- Project Management services
- Other special projects
3. Administer Your Software
Once you are implemented, we offer the following administrative services:
- System Administration setup
- System Administration reconfiguration
- System Administration management
- Escrow Accounting
- Database Maintenance
- Project Management services
- Other special projects
1. Select Your Software
We offer the following services to help you select the correct software for your organization:
- System Analysis – a comprehensive review of your current configuration and setup
- Site Analysis – an onsite review of departments and organizational workflow
2. Implement Your Software
After selecting your software, we offer the following implementation services:
- Initial software configuration
- Reconfiguring current software
- Policy and Procedure setup and refinement / Organizational Workflow
- New office setup
- System Migration / Data Conversion
- Base/Master File setup
- Document creation and conversion
- Customized reporting
- Commitment and Policy optional clauses setup (Liens/Requirements/Exceptions/Mortgagee/Vesting)
- Project Management services
- Other special projects
3. Administer Your Software
Once you are implemented, we offer the following administrative services:
- System Administration setup
- System Administration reconfiguration
- System Administration management
- Escrow Accounting
- Database Maintenance
- Project Management services
- Other special projects
We proudly support: ResWare, RamQuest, SoftPro and E-Closing.
On-site or remote we offer the most comprehensive training in the industry, fully customized to align with your business practice and workflow.
- System Training – Phase I Training: General system overview
- Optimizing Software Utilization – Phase II Training: An in-depth review of the system based on your organization’s setup
- Efficiency & Troubleshooting – Phase III Training: Layered approach to optimize user performance and system efficiencies
- System Administration Training – Comprehensive system management
- New Hire Sessions – Introductory / How-to navigate company software
- Document Training – RamQuest RTF, ResWare Templates, SoftPro e-Doc (document creation/conversion/coding)
- Basic Report Training – RamQuest CCReport creation
Sometimes you need a voice to be heard. We will listen, communicate your needs, and help resolve your issues. No more work-a-rounds!
- Liaison between you and your software providers, IT services, and 3rd party vendors.
- Troubleshooting – Investigation, identification and resolution
- Client Services – 24/7 customer support solutions
- Partner and vendor delegation
Sometimes you need a voice to be heard. We will listen, communicate your needs, and help resolve your issues. No more work-a-rounds!
- Liaison between you and your software providers, IT services, and 3rd party vendors.
- Troubleshooting – Investigation, identification and resolution
- Client Services – 24/7 customer support solutions
- Partner and vendor delegation
The word “compliance” is enough to make even the most seasoned industry professional stress. Let us take the pressure off by leading you through or performing the following:
- Completion of workbooks
- Preparing Policy and Procedure manuals
- Assessment Readiness
- Certification