Product Features


  • Automatically select vendors, including abstractors, appraisers, attorneys, real estate agents, settlement agents, and mortgage recorders
  • Categorize vendors by location, product type, lender, and other criteria
  • Perform vendor due diligence with ease
  • Vendor compliance includes configurable tracking of background checks, insurance, and license expiry
  • Rank vendors automatically or manually
  • Includes support for multiple vendor distribution models
  • Vendor self-service portal allows new vendors to sign up online
  • Place controls on order and service levels for smooth, efficient, and error-free processing


  • Place and track orders and upload the completed title product automatically
  • Use client rules to automatically select vendors, including abstractors, closers, surveyors, and attorneys
  • Secure document delivery and communication tracking to all parties
  • Track all placed and received orders and reduce duplicate orders
  • Provide workflow solutions from uninsured products to electronic closings
  • Generate quotes for premiums, taxes, recording fees, and more
  • Simplify post-closing audit management
  • Send customized client order status notifications
  • Escrow accounting support – Disbursements, Positive Pay, and 3-way bank reconciliation
  • Supports multiple CD formats
  • Supports multiple barcode formats



  • Supports automated valuation model (AVM), broker’s price opinion (BPO), and full appraisal workflows
  • Multiple integrations with partner systems


Its generic product design structure allows AtClose to support any product or service type for loan origination, including:

  • BPO
  • Flood certification
  • 4506-T
  • Verification Products
  • AVM
  • Other miscellaneous services that may or may not require a vendor




  • Shorten your mortgage cycle, improve data accuracy, and control costs
  • Web-based application – no software deployment required for end users
  • UCD MISMO 3.3 Closing Disclosure data import management – Import data from lenders for closing disclosure preparation
  • Pre-built workflow templates for easy, streamlined operations
  • Create service-level or order-level reports for accounts payable, trial balance reports, etc. using custom reporting framework
  • Process- and task-driven – provides insight into your actual costs and the productivity of each employee
  • Complete visibility into each user’s current workload
  • Dashboard reporting for customers, vendors, and employees
  • Customizable, role-based user interfaces
  • Includes support for multiple companies and service centers



  • Multiple licensing models:
    1. On-demand/on-premises model – Customized model according to client’s InfoSec requirements, and hosted on a client-managed server for 100% compliance
    2. Multi-tenancy model – Includes multiple tenants at the same time for a consolidated, single-interface solution and smooth workflow automation
    3. AtClose-managed dedicated environment on AWS – The AtClose team manages the environment, including the OS, network, security, and product updates
  • Low cost of ownership – No complicated Citrix or Terminal Services environment required
  • Highly scalable application architecture – Adding/modifying new features any time while using to meet industry standards
  • Quarterly major software releases with new updates, features, and integrations
  • Streamlined deployment for quicker ROI
  • Lowest-cost full business continuity and disaster recovery option on the market