Invoicing, fee and cost tracking, time sheet tracking, and integration with accounting systems like Quicken/QuickBooks, Microsoft Dynamics, and more.

Features include:

• Quickly enter spreadsheet-like accounting data
• Templates that pre-define the allowed line-item detail
• Matrix-based cost calculations

Examples:

• Create and manage invoices
• Track borrower financial statements
• Calculate and manage total debt for loans
• Record fees and costs associated with various business processes

Managing contact records for individuals and organizations.

Features include:

• Managing aliases
• Geocoding
• Licensing
• Tracking geographic work eligibility
• SCRA active duty status determination
• Public records retrieval

Features include:

• Drag-and-drop files from your desktop onto any QBO record
• Classify documents with templates, types and statuses
• Set up jobs to monitor FTP sites to import documents
• Seamless integration with Amazon S3, Microsoft Azure, and other storage systems
• Create document templates for mail merge (Word, PDF, HTML, Google Map, Zip files)
• Generate USPS Certified mailing numbers (available as mail merge data!)
• Third parties can queue generation of documents mixing their data input

Examples:

• Loan servicers access all collateral documents from a QBO Loan Summary page
• Real estate brokers upload property images from their digital cameras or smart phone
• Valuation providers mail merge 800+ data elements include a complete Broker Price Opinion package, including images and maps
• Pre-foreclosure compliance letters are merged with certified mailing numbers, packaged into a zip file, and delivered to a print vendor
• Foreclosure departments produce mail merged documents with language tailed to jurisdictions

QBO is a toolset intended to allow buisness experts (“power users”) configure solutions to automate many business tasks. Some tasks have already been automated by other software providers.

Features include:

• Mail merging documents
• Document imaging
• Document delivery
• Document printing
• Mapping and geocoding
• Telephony
• Email

Features include:

• Add notes related to a contact, loan, account, or any other object
• Sending emails (including secure delivery)
• Creating canned message templates
• Message receipt tracking
• Blogging

QBO Process Management tracks business processes from inception to completion. Examples include loan origination, account collections, foreclosures, short sales, customer complaint resolution, compliant audit reviews, bankruptcies and many more use cases.

Processes share common characteristics, including:

• Opened and closed dates and reasons
• Optional outsourcing of the process to a third party (including secure extranet access)
• Automated launching of a workflow in tandem with the creation of a process
• Tracking related receipts and expenditures incurred during the execution of the process
• Analytics to calculate the ROI associated with the process

The QBO Matrix module is an extremely powerful, easy-to-use rules engine. Use this module to easily centralize your business rules. Is your business handing spreadsheets of rules to IT, only to have IT define unwieldy sets of if/then statements?  Replace this maintenance cycle with point-and-click rules maintained by your business unit.

Features include:

• Creating pricing matrix
• Determining when to send borrower letters
• Choosing which loan workout models are best
• Underwriting loans
• Validating invoice line items

The QBO Scoring module uses plug-ins to provide number crunching widgets to QBO systems.

Features include:

• Power-user defined meta-data to track any type of information desired
• A plug-in based on the Microsoft Excel Office Web Component (OWC)
• Transformations to support scripted questionnaires

Features include:

• Creation of new forms with fields defined on-the-fly
• Automatic creation of a work list for each form
• Load balanced assigned of users, teams, or setting of priorities based on a Matrix
• Management screen use to view work throughput, reassign and re-prioritize tasks
• Dedicated Audit work lists

Features include:

• Steps that can invoke any QBO class and method ,  including task creation, document generation, systems integration, data services calls
• Plug-in infrastructure to invoke any HTTP endpoint
• Branching and parallel processing workflows
• Drag-and-drop if-then statement creation based on any data points
• Step selection based on Matrix output

Examples:

• Manage state-specific foreclosure, bankruptcy, eviction and REO workflows
• Orchestrate processing of SCRA searches for portfolios of borrowers
• Valuation providers manage the solicitation of brokers for work through completion of Broker Price Opinions or Appraisals