e-Desk

Manage your busy desk with e-Desk. Included with RBJ's Escrow Processing software, e-Desk includes features like electronic folder, file progress, task tracking, and Outlook calendar integration, all right inside of RBJ software.

 

Electronic Folder (e-Folder)

All RBJ-generated documents are automatically saved to your E-Folder.  Emails, scanned documents, and electronically received documents/forms can also be saved. To help you stay organized, documents can be categorized and sorted. You can even print, email or upload a document from E-Folder to the web.

 

Progress

Stay up-to-date on the current status of an escrow. Keep track of tasks and deadlines.  Check-in, make a report, or send a status-update letter to your client.

 

At-A-Glance

At-a-glance is a dashboard view of your scheduled appointments and closings, tasks, notes, and progress items. Integrate with Outlook to pull in all your appointments and tasks.

 

File Notes

Easily keep notes and log conversations with File Notes. View notes by category or time.