Case Management Keeps You From Becoming A Basket Case

Real estate professionals have to be prepared to juggle multiple clients, treating each one as the most important person in the world. Tracking the details of each deal can be impossible unless you use real estate closing software to manage all your cases.

Open the case management module in Easy HUD by clicking the “Tools” menu and selecting “Case Management”, or by pressing “Ctrl-M”. This opens up a list of all purchases and refinances being handled by your agency. At a glance you can see important information like the property city and the closing date for all current cases. Click on any case to bring up the task list and see how the case is progressing.

A case list is only as good as its most recent update, so you’ll be glad to hear that the database updates automatically. Every time HUD forms are saved, the software writes the latest case information to the list so you have the most recent data on display. If you are using the software over a network, then users can see a shared case list that documents every case being handled by the agency.

Once the sale or refinance is complete you don’t want the information to clutter up the current case list. Click the “Inactive” box on the right side of the case listing and the property will no longer be displayed among active cases. If you need to review inactive cases, use the dropdown labeled “Show” to list all inactive cases, or all cases regardless of active state.

It can be difficult to find a specific client if you handle a lot of transactions, especially if it’s an old, inactive case. You can sort by column or use the search function to find cases by buyer, seller, city, closing date or case creator. You can search for exact matches or, for example, for all cases closed before or after a certain date.

The print function makes it easy to generate an inventory report so you can track the status of all outstanding cases and ensure nothing falls through the cracks.

Proactive HUD 1 closing case management optimizes company time and maximized profits. Contact us for more information on how Easysoft Legal Software law office software automates and simplifies real estate transactions.

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