GreenFolders for Title and Escrow

GreenFolders is dedicated to providing you with world class support.  If you have questions or need help with GreenFolders simply email us at gfsupport@GreenFolders.com or call us at 801-747-2132.

"Greenfolders has helped us transition to a paperless workflow, while maintaining our current processes. The transition was painless and rewarding."

— Clint McTomick, Partner, Watkins Law Firm

"It's truly amazing. We honestly haven't created a paper file in a year, and we're seeing monthly savings of over $10,000 in paper and copy costs alone. The processes stayed pretty much the same; it's just the medium that changed."

— Scott Halverson, Partner, Integrated Title Services

"Most programs require you to change the way you do business to conform to the program. Greenfolders is the only program that I have found that is 100% configurable to the way I do business. Since I have implemented Greenfolders, I never have to look for a missing file, I have reduced my paper consumption by 90% and my actual cost per file dropped by 30%."

— Brett Matsuura, Principal Broker, Liberty One Real Estate

"The most exciting benefit is that it has made my real estate brokerage more efficient; what used to take a full time staff of five now only takes three. Thanks, Greenfolders!"

— Brett Matsuura, Principal Broker, Liberty One Real Estate

“Green Folders delivers on everything that was promised:   “reduced costs - increased productivity” -– the added bonus is that it’s Great Fun!  Easy to use - our staff loves it!”

—Susanne Jerome, Systems Manager, Olympic Peninsula Title Company

Greenfolders has increased our productivity so much it is like having an extra employee in the office.  Its true with GreenFolders, "Do More with Less".

—Troy Ayres, Chief Operations Officer, Investors Title Insurance Agency, Inc.

“The best thing about GreenFolders is having all of my information available in one place, and the ability to access and share information across our business. Since adopting the GreenFolders system we've seen a massive improvement in overall organization, information availability and accessibility. We all love it!”

—Boyd Anderson, The Staker Company

“GreenFolders has given me the tools necessary to help transition our company from the old paradigm of paper into the electronic era of building. In order for our company to thrive in the years to come, we must become comfortable with new technologies and their ability to increase our efficiency. GreenFolders has helped me immensly in keeping organized and with sharing information more effectively and efficiently. The simplicity of the software makes it easy to train new users and the forms help keep everyone up-to-date on current projects.”

—John Wheeler, Gough Homes

“GreenFolders has made us more efficient and and less paper-dependent, which saves us money. I also expect it to reduce fuel costs and drive time spent making trips to and from the office to retrieve documents, information, and so on.”

—John Wheeler, Gough Homes

“I have really enjoyed working with your product. It assists me greatly in my day to day operations. Technical support has also been great to work with and always responds to any questions I may have in a very timely manner.”

—John Wheeler, Gough Homes

"It is very useful, having GreenFolders has made my job easier. My favorite is being able to merge documents and publish them into GreenFolders. All the options GreenFolders offers you to help you create shortcuts are awesome."

- Orchid Vizcarra, Mid Valley Escrow

"GreenFolder's is an absolute must- I do not know what my office would do without it! The best part about GreenFolder's is that it works within Streamline so it pulls in information with a push of a button. You can scan non streamline documents into your GreenFolder file as well, and it's very easy to use. I highly recommend GreenFolders!!!!

- Loretta DiPuma, Mid Valley Escrow Corp

"One of the best things about GreenFolders is their customer service-it so amazing! The program is user-friendly and it is so easy to train a new employee on the program, it makes working in our files so much easier! GreenFolders has been a perfect fit for our busy title company and has become a partner in our success!"

- Roxanne Danielsen, Consumer's Title Company of Southern CA

"GreenFolders has made our life so much easier! No more tracking down paper files or pulling files from archives. We are much more efficient, saving both time and money. We love GreenFolders!"

- Christy Fratta, Maryland Title Works Unlimited, Inc. 

"Advantage Title Company has always prided itself for an emphasis on improving services through cutting edge technology. GreenFolders has proven to be an essential component in our array of technological advancements."

- Steve Potler, Advantage Title Company

"With our implementation of GreenFolders, we have transferred all of Advantage Title Company's operations into a completely customized and streamlined paperless system. GreenFolders has allowed us to benefit from significant advancements such as developing a more refined workflow, creating additional checks and balances, and enabling multiple office locations to work together seamlessly."

- Steve Potler, Advantage Title Company

GreenFolders has been awesome! Everyone from sales and implementation thru training and support has been very pleasant and very knowledgeable. Actually using GreenFolders has also been great - super intuitive and easy to figure out. When I couldn't figure a couple of things out, Support was right there to walk me through it! We are loving GreenFolders!

- Jonette Crabtree, First Capital Title Services, Inc

I love how efficiently this system is set up to run. It makes the escrow file a tamable beast by improving productivity, cutting down paper waste, and cutting out unnecessary steps. Overall this system gives you the freedom to conduct business in the most efficient manner possible. Did i mention it's efficient?

-Alex Hoyo, Escrow Concepts, Inc. 

WE LOVE GF!!! We starting using GreenFolders about six months ago. We are a small company, and we have been around since the 1940's so we were a little nervous to start something so new and different than what we are used to. It didn't take us long at all to get used to it. We recommend GreenFolders for any company, not only Title and Escrow. We can't imagine going back to hard files and folders. It has made our work so much faster and easier. 

-Lori Vest, Security Title of Davis County, Inc

GreenFolders has been a great tool for our Company, it has eliminated wasted time searching the office for lost or misplaced files because everything is right at your fingertips. GreenFolders has helped us to increase productivity, as well as save on the cost of paper and toner. 

-Brian Drew, Benchmark Title Insurance Agency

GreenFolders is the best software investment we have made relating to our practice! Prior to investing in GreenFolders, our office unsuccessfully tried to go paperless for last five (5) years. In fact, rather going paperless we ended up creating more work for our staff, looking for documents all over the place while still maintaining our old paper system. Now, GreenFolders has not only reduced our paperwork but has also increased out company's production. It is very user friendly and customizable. Their customer and technical support staff are OUTSTANDING. We only wish we'd known about GreenFolders sooner!

- Joshua Pompilus, OneBoston Title & Closing Services, P.C. 

 

 

 

The ideal file production system for Title and Escrow

The GreenFolders for Title and Escrow template was designed for title people by title people. Every activity that a title office conducts on a paper file can be completed in GreenFolders—only faster and without getting out of a chair. From the initial creation of the file to the final clearing and policy production, GreenFolders can handle every task without ever producing a sheet of paper.

 

The Features You Need, Right Away

Here are some of the features that are specific to the GreenFolders Title and Escrow template:

  • Title chain sheet
  • Easily connects with your Title and Escrow database to access production data in real time
  • Pre-configured Title and Escrow document type lists
  • Title and Escrow "order sheet" reference data fields and forms
  • Title file separators (or "tabs") to organize file content
  • Title order file status values to manage work flow and work load
  • Industry-specific document annotation tool palette
  • User groups, roles, and file access settings (such as title, escrow, accounting) typical of Title and Escrow offices

Here are some examples of how GreenFolders empowers a Title and Escrow office to work without paper:

Work Task …with a Paper File …with GreenFolders
Create a new file for a new order. Pull folder from box, create and affix label, add separators to organize documents, print and insert an order sheet. Start a file without paper, link to your order sheet data, assign file to Title Officer and Escrow officer at the same time—and never leave your desk.
Start a new file from an existing file. Pull the existing file/base from filing cabinet or storage facility, create a new file, copy all of the appurtenant information from the existing file. Begin working with the new file. Copy/Overlay an existing file/base and include all relevant documents, notes, and history with a simple keystroke.
Mark up a document. Use pens, highlighters, post-it notes and other tools to modify the original document. Annotate the document with annotation tools such as highlight, redact, insert photos, add sticky notes for comments. All edits are stored on separate layers by individual user. Add user defined or company defined Custom Annotation "stamps" on the document
Move a file from one individual within your company to the next. Get out of chair and physically carry the file to desk. Assign the file to the desired individual and it instantly appears in their list of assigned files.
Communicate changes to the file and tasks/assignments that need to be accomplished within said file. Make a call, send an email, or walk to the desk, physically move the paper file from one filing cabinet, desk or standup to the next. Notify users of file status, task assignments and completion automatically as the file moves through your work process.
Get notified when something is completed. Make a call, send an email or walk to the desk. Get automatic notifications via email (even when you are out of the office) on whatever events or status changes you wish to see.
Organize files. Organize paper files in filing cabinets, stacks or desktop file organizers. Create virtual file stands that automatically organize all your files by their status or other user defined "filter" criteria.
Manage a task list. Keep a notepad or use a spreadsheet. Task lists are dynamically created and updated as tasks are assigned and completed.
Manage work completion schedule. Run reports throughout the day to snapshot progress or manually verify work is being done on time. Set task timers to make sure that tasks are completed on time. If they are not, automatically have them re-assigned.
Organize work assignments. Move paper from desk to desk. Organize all of the files assigned to you or your team by status, due date, age or any other criteria you choose. Choose what columns to display and even export your lists to a spreadsheet.
Locate a physical file. Make a call, send an email, search a filing cabinet or walk to the desk. All files are instantly available with a simple search.
Determine the status of specific file. Make a call, send an email, search a filing cabinet or walk to the desk. Status is always current on the file.
Make notes. Create file notes on a sticky note or notes page in the file. Create unlimited notes on the file or document and have them searchable.
Send a document to a client. Fax or scan then email a document to a customer. Email a document either with or without annotations directly from the file folder. You can even send a single page instead of the entire document.
Get notified of task completion. Receive a call, or email or have someone come to your office to tell you. Receive alerts on task completions, even while away from the office—completely customized to the individual user as to what events to be notified about.
Find a document in a file. Sort through the documents until you find what you are looking for. Search the file attachments to locate the document by name or category.
Add an electronic document to a file. Print the document (or email or attachment, or search results or anything else to go into the file. Print , scan, or "drag & drop" directly into the file folder.
Add or change pages in a document. Print changed pages, find the document to update, extract the pages, insert the replacement pages. Print the pages into the folder then insert the electronic pages into their location in the document.
Separate or merge paper documents. Manually pull apart documents and reorganize the pages. Split, combine, merge documents with a few mouse clicks.
Deliver files to other offices. Either make copies or hire a runner to move the paper. Easily share file among distributed offices in real time.
Keep history on file and document activities. Keep a good note pad and then have everyone maintain their records—or don't keep history at all. Three levels of file history/auditing, company wide, user or file history logging—with all levels being searchable.
View all files in production and their status. Visually view all files in production and determine who has each file—requires walking around. See entire production pipeline and see every file by status, who it is assigned to and more. View real time status of your entire production operations.
Title Clearing & Funding for Multiple Offices. Provide a clearing and or funding clerk for each physical location due to the location of your physical file. Have access to any file within the system from any desktop, thereby allowing all clearing & funding to be centralized in a single office.
Secure a closed file. Move file to facility or area with restricted access. "Freeze" a page, document or entire file to make them read-only.
Store the file. Scan the file for long term storage or move the paper to a storage facility. Files are already in electronic format for easy storage - no scanning needed. Simply keep good backup records.

 

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